Yearli

Yearli is a tax-form filing service for businesses, accountants, and multi-client providers preparing W-2, 1099, or 1095 filings. It suits teams that want filing, recipient delivery, and data-import options together; its free entry plan is useful, though filing fees apply alongside paid subscriptions.

Overview

Yearli handles data entry or import, form review and validation, submission to federal agencies and applicable states, and delivery of recipient copies. Depending on filing options, copies can go by print and mail or secure online delivery. That covers much of the year-end filing workflow, but not tax payments.

More than 30 integration and import options include ADP, QuickBooks, NetSuite, Workday, Xero, and Zoho Books. A generic template and manual entry provide alternatives for businesses whose systems are not supported. Yearli's authorized e-file service also lets filers submit 1099 forms without obtaining their own Transmitter Control Code.

Key features

Form validation and TIN matching address two practical sources of filing errors. Core limits TIN matching to a per-form basis, while Performance and Premier include unlimited matching, making the higher tiers more suitable for teams checking many records. Tax reconciliation and year-end forms are supported as well.

Greatland says Yearli's online and Desktop filing products have passed security assessments validated by third-party auditors. It says sensitive database data is encrypted at the database level and site communications are encrypted. Premier adds single sign-on for $499 annually with Okta and Microsoft Azure Active Directory, a separate cost to weigh for organizations requiring that control.

Filing experts provide online chat, email, and phone support, with expanded hours during the busy filing month. Core includes online chat and email; phone support begins with Performance.

Pricing

All three subscription tiers add filing fees, so the subscription price is not the full cost of filing.

• Core: Free to start, with W-2 and 1099 forms, quarterly filing, online chat and email, and per-form TIN matching. It is a reasonable starting point for lighter filing needs, but excludes 1095 (ACA) filing and unlimited TIN matching.
• Performance: $129 a year, with everything in Core plus 1095 filing, unlimited TIN matching, phone support, and volume price discounts. This is the better fit for filers needing ACA forms or checking many taxpayer IDs.
• Premier: $799 a year, with everything in Performance plus team management, advanced reporting, and multiple printing options. It is intended for large quantities of 5K or more forms; teams below that scale may find the added capabilities harder to justify.
• Custom: Custom pricing for custom filing options, data preparation services, tax preparation integration, and an employer portal. Businesses filing more than 10,000 forms may want this route.

Premier's single sign-on option costs $499 annually with Okta or Microsoft Azure Active Directory.

Platforms

Yearli runs on the web and Windows. The web and Desktop filing products are both covered by the security assessment claim.

Who it's for

Yearli is aimed at businesses of all sizes, accountants, PEOs, and other multi-client service providers. Its range of imports and recipient delivery is particularly relevant to organizations filing for multiple employers or moving data from supported business software. Those seeking tax payment support should look elsewhere.

Pros and cons

• Pros: Multiple entry and import routes, including more than 30 integrations, can cut down on rekeying.
• Pros: Filing and recipient delivery are joined in one workflow, with print-and-mail or secure online delivery depending on filing options.
• Pros: The free Core tier includes W-2 and 1099 filing, quarterly filing, and per-form TIN matching.
• Cons: Filing fees apply in addition to annual subscription costs on paid plans.
• Cons: Unlimited TIN matching, 1095 filing, and phone support require Performance or above.
• Cons: Tax payments are not supported.

Alternatives

Tax1099 is worth considering for individuals and small businesses that prefer pay-per-form filing, or SMB teams considering its $249/year Teams plan.

IRS IRIS Taxpayer Portal is a free option for filers who can work within its limit of 100 returns at a time and have an IRIS TCC; it supports manual entry or CSV upload.

TaxBandits is another option to compare for tax filing needs.

1099FIRE may suit buyers looking specifically for one-time TIN match credit packages.

BoomTax is an alternative to consider for ACA filing, with a Premium (ACA) plan priced at $349.00 per once for Tax Year 2025.

eFileMyForms may suit those seeking an order-based 1099 e-file, print, and mail service, with its cited plan covering 1–20 forms per order.

1099 / 945 Forms is another option for federal and state e-filing with recipient copies printed and mailed.

1099 Express is another web and Windows option to compare.

Browse Tax Information Reporting Software or Payroll Tax Software for more choices by category.

Verdict

Yearli is a strong fit for businesses and service providers that want form preparation, filing, recipient delivery, and broad import options in a single workflow. Its free Core tier offers a useful entry point, while Performance adds unlimited TIN matching and 1095 filing; the main reason to look elsewhere is the added subscription-and-filing-fee cost, or the lack of tax payment support.