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2019 Review of Yearli




From the 2019 reviews of W2 and 1099 Systems.

Yearli from Greatland Corporation is an all-inclusive W-2, 1099, and 1095 filing program. Yearli currently offers three plans: the Core and Performance plans, which offer online filing, and the Desktop plan, which is an on-premise application that can be installed on both desktop and network computers. Yearli is a good fit for businesses of all sizes as well as accounting professionals that need to file a high number of compliance forms.

The Core edition of Yearli offers form processing and filing for W-2 and W-2c, as well as 1099-MISC, 1099-INT, 1099-DIV, 1099-R, and 1099-S, along with payroll forms including Forms 940 and 941. In addition to the forms listed above, the Performance edition offers processing and filing for 1098 and other 1099 forms as well as 1095 (ACA) forms. Finally, the Desktop edition offers complete desktop processing of all forms previously listed as well as additional Forms 943 and 945.  

Along with filing to the required federal agencies, Yearli also offers state filing services for all states that require W-2 and 1099 reporting, and also supports reconciliation forms from states. Yearli uses a direct state e-file method that requires no additional work on the part of the user and files state returns on a timely basis. 

Yearli also offers the option to print, stuff envelopes, and mail year-end forms to recipients by the January 31st deadline. The Desktop plan also offers the ability to create PDF’s of all created forms, allowing accounting firms to deliver PDF copies of the forms to clients, where they can print and distribute them in-house.  The product also includes unlimited TIN verification in both the Performance and Desktop versions of the application, which can help to reduce the number or form filing errors and late-filing penalties.

Included in all plans is the online retrieval option, which allows access to all processed forms via a portal, with recipients emailed a secure link that is used to access the portal and the forms.

Yearli allows users to print on both pre-printed forms as well as blank paper, with the option to reprint forms if necessary. The application also offers good integration with a variety of third-party applications that can help to facilitate product setup. Yearli is able to import data from applications such as ADP, CFS Tax Tools, Microsoft Excel, CS Professional Suite, NetSuite, Kronos, QuickBooks, Xero, and several others.

Yearli offers email and chat support for all plans, with the Performance and Desktop plans offering telephone support at no additional cost. Yearli also has a comprehensive knowledgebase that users can access 24/7, and users can submit a question directly to Yearli support personnel from within the application itself.

Yearli is a good solution for businesses that want to automate the W-2 and 1099 process, as well as accounting firms that process year-end compliance forms for multiple clients. Yearli offers three plan levels: Core, Performance, and Desktop. The Core plan does not have a base price, but the Performance plan’s base price is $99, while the Desktop plan is $439. In addition, there are also per-form prices charged for each form that is e-filed, with pricing dependent on the plan subscribed to as well as the number of forms filed. 

2019 Overall Rating: 4.75 Stars