FIS Tax Reporting Manager
5.3#23 in tax information reporting softwareWeb
VisitFIS Tax Reporting Manager vs Yearli
What both publish
| Fact | FIS Tax Reporting Manager | Yearli |
|---|---|---|
| Founded | 1968 | 1974 |
| Headquarters | Jacksonville, Florida, United States | Grand Rapids, Michigan, United States |
| Integrations | The product sheet describes coordination with cost basis systems and data feeds to third-party tax preparation software using the OFX industry standard. | Yearli lists more than 30 named integration and import options, including ADP, Excel, QuickBooks, NetSuite, Workday, Xero and Zoho Books. |
| Support | The WSC site lists customer service support by phone, with product and security questions and technical and file transmission support options. | Greatland says its filing experts offer online chat, email, and phone support, with expanded hours during the busy filing month. |
FIS Tax Reporting Manager plans
- FIS Tax Reporting ManagerPriced on request
Yearli plans
- Performance$129 a year
- Premier$799 a year
- Core—
- CustomPriced on request
Pick FIS Tax Reporting Manager if…
This service is intended for U.S. broker-dealers, banks, and trust companies handling tax reporting across multiple account types. It may suit teams that need correction workflows, processing visibility, and integrations with tax preparation software.
Pick Yearli if…
Yearli suits businesses and accountants filing tax forms for employees or clients, including multi-client service providers. Its plans range from a free starting option to features for large filing volumes.