Yearli

Spec sheet

What it does

Yearli lets businesses, accountants and service providers enter or import W-2, 1099 and 1095 data, validate it, file with federal and state agencies, and deliver recipient copies.Read 14 Oct 2026 · yearli.com

Integrations

Yearli lists more than 30 named integration and import options, including ADP, Excel, QuickBooks, NetSuite, Workday, Xero and Zoho Books.Read 14 Oct 2026 · yearli.com

Security

Yearli online and Desktop filing products have undergone security assessments tested and validated by third-party auditors.Read 3 Oct 2026 · yearli.com

Support

Greatland says its filing experts offer online chat, email, and phone support, with expanded hours during the busy filing month.Read 3 Oct 2026 · yearli.com

Headquarters

Grand Rapids, Michigan, United StatesRead 28 Sep 2026 · yearli.com

Founded

1974Read 28 Sep 2026 · yearli.com

ACA filing

1095 ACA filing is included in Performance, Premier and Custom offerings.Read 14 Oct 2026 · yearli.com

API availability

API integrations are offered to qualified software partners and providers after requirements discussions; public endpoint documentation is not provided on the API page.Read 14 Oct 2026 · yearli.com

API capabilities

The API page describes possible information-return filing, federal submission, state reporting, recipient distribution, TIN matching, status monitoring, bulk submission and tracking.Read 14 Oct 2026 · yearli.com

Company founding

Greatland says it was founded in 1974 by Bob Napieralski.Read 14 Oct 2026 · greatland.com

Company ownership and size

Greatland describes itself as employee-owned with about 120 employee-owners and teams in Michigan, Wisconsin and New Jersey.Read 14 Oct 2026 · greatland.com

Data protection

Greatland says sensitive data stored in databases is encrypted at the database level and communications to the site are encrypted.Read 3 Oct 2026 · yearli.com

Data validation

The workflow reviews entries and flags potential issues before submission.Read 14 Oct 2026 · yearli.com

Desktop installation

The desktop program must be installed on a local drive with administrator rights and cannot be installed on a network drive.Read 14 Oct 2026 · help.yearli.com

Developer onboarding

Integration onboarding is presented as connect, evaluate, plan and launch stages with support discussed during evaluation.Read 14 Oct 2026 · yearli.com

Documentation

The Yearli Guide knowledge base contains installation, filing-status, correction and import instructions.Read 14 Oct 2026 · help.yearli.com

Encryption and access

Greatland states that stored sensitive data is encrypted at database level, communications are encrypted in transit, and access is limited to trained authorized personnel.Read 14 Oct 2026 · yearli.com

Federal filing

All plans include electronic filing to the appropriate federal agencies.Read 14 Oct 2026 · yearli.com

Generic import

A generic Yearli template and manual entry are available when a source system is not listed.Read 14 Oct 2026 · yearli.com

High-volume workflows

Premier adds team management, advanced reporting and flexible filing options for large-volume operations.Read 14 Oct 2026 · yearli.com

Independent review coverage

CPA Practice Advisor reported support for federal and state filing, recipient mailing, online retrieval, reprinting, TIN verification and imports from systems such as ADP, Excel, QuickBooks and Xero.Read 14 Oct 2026 · cpapracticeadvisor.com

Independent review rating

CPA Practice Advisor gave Yearli an overall 4.75-star rating in its 2019 review.Read 14 Oct 2026 · cpapracticeadvisor.com

Infrastructure safeguards

Greatland describes firewalls, intrusion prevention, antivirus, monitoring, 24/7 camera coverage, monthly scans, mirrored disaster recovery, clustered databases and load-balanced servers.Read 14 Oct 2026 · yearli.com

Limit: access-fee complaint

A SmartCustomer reviewer alleges that access to previously prepared filings suddenly required a $99 payment and that a receipt was unavailable.Read 14 Oct 2026 · smartcustomer.com

Limit: filing accuracy complaint

A Capterra reviewer reported that Social Security and Medicare withholding values filed to the IRS differed from the entered amounts and criticized support response.Read 14 Oct 2026 · capterra.com

Limit: overwriting records

A G2 reviewer says it is possible to accidentally save over another entry.Read 14 Oct 2026 · g2.com

Limit: price

A G2 reviewer considers Yearli relatively expensive, attributing the cost to its support and ongoing product work.Read 14 Oct 2026 · g2.com

Notable news

Yearli published an October 14, 2026 article explaining that the IRS plans to retire the FIRE system for tax-year 2026 information returns filed in 2027.Read 14 Oct 2026 · yearli.com

Praise: repeat filing speed

A Capterra reviewer says first-time data entry can take time but later filings become quick because payer and recipient information is retained.Read 14 Oct 2026 · capterra.com

Praise: support and ease of use

G2 reviewers praise the knowledgeable tax support team, easy data entry and secure recipient mailing or email options.Read 14 Oct 2026 · g2.com

Rating on Capterra

Yearli scores 3.9 out of 5 from 8 reviews.Read 14 Oct 2026 · capterra.com

Rating on G2

Yearli scores 4.3 out of 5 from 2 reviews.Read 14 Oct 2026 · g2.com

Rating on GetApp

Yearli scores 3.9 out of 5 from 8 reviews.Read 14 Oct 2026 · getapp.com

Rating on SmartCustomer

Yearli scores 1.5 out of 5 from 2 reviews.Read 14 Oct 2026 · smartcustomer.com

Recipient delivery

Recipient copies can be delivered through print and mail or secure online retrieval, depending on selected options.Read 14 Oct 2026 · yearli.com

Security assessments

Greatland says Yearli online and desktop products undergo third-party security assessments aligned with SOC 2 certification standards.Read 14 Oct 2026 · yearli.com

SSO

Yearli Premier offers an Okta and Microsoft Azure Active Directory single-sign-on add-on priced at $499 annually.Read 14 Oct 2026 · yearli.com

State reporting

Yearli submits forms directly to applicable state agencies where state filing is required.Read 14 Oct 2026 · yearli.com

Support channels

Core includes email, chat and knowledge-base support; Performance and Premier add phone support.Read 14 Oct 2026 · yearli.com

Supported software

The integration directory includes ADP, QuickBooks, NetSuite, Workday, Xero, and Zoho Books.Read 3 Oct 2026 · yearli.com

TCC requirement

Yearli says filers do not need their own Transmitter Control Code to file 1099 forms through its authorized e-file service.Read 3 Oct 2026 · yearli.com

TIN matching

Core charges $1.00 per TIN for IRS-based matching, while Performance and Premier include unlimited matching.Read 14 Oct 2026 · yearli.com

Volume limit

The Premier plan is described as suited to filing 5K or more forms, while the custom page says businesses filing more than 10,000 forms may want a custom solution.Read 3 Oct 2026 · yearli.com

Who it serves

Yearli describes its service as suitable for businesses of all sizes, including accountants, PEOs, and other multi-client service providers.Read 3 Oct 2026 · yearli.com

Windows requirements

Yearli Desktop requires 64-bit Windows 10 or 11, at least a 1 GHz processor, 2 GB RAM, 10 GB free disk space, Edge, an internet connection and a compatible laser printer.Read 14 Oct 2026 · greatland.com

Workflow

Users can enter or import data, review and validate forms, and have Yearli submit forms and deliver recipient copies.Read 3 Oct 2026 · yearli.com

Plans and prices

Every Yearli plan and price →

Where Specifiction places it

• Tax Information Reporting Software#4 of 268.4
• W-2 Filing Software#5 of 328.4
• 1099 Filing Software#6 of 318.4
• Payroll Tax Software#8 of 318.4