Yearli — Independent Software Review

Simplify your W-2 and 1099 filing with Yearli.

Compliance Transparency Index

Grade: B — Score: 70/100

Best For

Not Ideal For

Operational Overview

Yearli leverages advanced technology to streamline the filing process for W-2, 1099, and 1095 forms, ensuring compliance with federal and state regulations. The platform integrates seamlessly with popular software packages, allowing for easy data import and validation.

The workflow is designed to be user-friendly, enabling businesses to create accounts, enter or import data, validate entries, and submit forms with minimal effort. Yearli handles all aspects of filing, including federal e-filing, state reporting, and recipient delivery, ensuring a hassle-free experience.

By utilizing Yearli, businesses mitigate risks associated with tax form filing, such as compliance penalties and data security breaches. The platform prioritizes customer data security, undergoing rigorous audits to meet SOC 2 certification standards, thus safeguarding sensitive information.

Pricing Structure

Core: $129

Performance: $129

Premier: $799

Custom: Call for Pricing

Alternative Consideration

Consider switching to Intuit ProConnect: Intuit ProConnect offers similar tax filing solutions with additional features for accounting professionals.

AI Visibility Report

How AI agents (ChatGPT, Perplexity, Claude, others) read this review page in the past 7 days. Updated weekly. View Yearli AI Visibility Report.