Yearli
Greatland
From the 2020 reviews of W-2 and 1099 compliance systems.
Yearli from Greatland Corporation is an all-inclusive W-2, 1099, and 1095 filing program. Suitable for businesses as well as accounting professionals that process year-end compliance forms for multiple clients, Yearli offers four plans; Core, Performance, Premier, and Custom, with the top three plans charging both an annual subscription fee as well as form filing fees, while the Core application only charges a per-form fee.
Yearli is available exclusively on the cloud, with users able to sign up for an account, enter the appropriate data or import data from a variety of third-party applications, validate the data, and correct any errors, with Yearli taking care of the rest of the process, including complete federal and state e-filing.
The Core plan of Yearli offers form processing and filing for W-2 and W-2c, and includes the new 1099-NEC for reporting non-employee compensation. The Core plan also includes forms such 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, with the Custom plan offering 1042-S, Canadian, and Puerto Rico forms processing as well.
Along with filing to the required federal agencies, Yearli offers state filing services, with 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 provides users with an update of all forms that have been filed with a state agency.
All Yearli plans offer a recipient print and mail option, recipient online retrieval, with the Performance plan offers 1095 (ACA) forms, and an additional forms library, as well as unlimited TIN matching. For users that desire a local printing option, they’ll have to opt for the Premier plan, which also includes advanced data reporting, and multi-user licenses. A portal program called e-Printview is available in the Custom version. Online delivery of filed forms through all versions.
Yearli includes good integration with a variety of third-party applications including ADP, CFS Tax Tools, Microsoft Excel, CS Professional Suite, NetSuite, Kronos, QuickBooks, Xero, Workday, SAP, and several others.
Yearli includes both email and chat support for all plans, with phone support offered in the Performance, Premier, and Custom plans. The application also includes a comprehensive knowledge base that is accessible around the clock, with users able to submit a question directly to Yearli support from the application.
Yearli offers four plan levels, Core, Performance, Premier, and Custom, with users charged an annual subscription as well as filing fees, making this one of the more expensive year-end compliance applications on the market today. The Core plan is free for a single user with limited functions, while the Performance plan’s base price is $99 per year for a single user. The more comprehensive Premier plan costs $699 per year with two user seats. 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, with pricing starting at $5.49 for a single form, and decreasing with volume.
Strengths:
- Four plans available with pay-per-return options
- Offers state filing for all states
- Users can sign up for Core plan at no cost
2020 Rating: 4.75 Stars
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