Yearli has programs specifically designed for TPAs, PEOs and accountants that need to file for multiple EINs. Learn More >

Accountants

Yearli has several options for CPAs and accounting firms with clients that need to complete year-end filing.

Refer Your Clients to Yearli

Sometimes it is easier and more efficient for you to refer businesses to Yearli and allow them to file for themselves. When this makes sense for your business, use our referral program so that you are rewarded.

Refer clients to Yearli by Greatland and earn a $10 Amazon gift card for each referral that completes a filing. The people you refer will also receive a 15% discount when they file.

Refer Clients to Yearli

File For Your Clients

Use Yearli to file forms for your clients! Yearli is a complete federal, state, and recipient W-2, 1099 and 1095 filing program. Simply enter or import your data and Yearli will file to the federal government, applicable state agency and send (via email and mail) copies to your recipients. Yearli has three options designed to fit your budget and business needs.

Compare Plans & Pricing

How To Use Yearli

Filing forms through Yearli is a simple process, designed to help your Accounting firm file forms to the Fed and state and send copies to recipients.

Create Your Yearli Account

Yearli has three options (Core, Performance, & Premier) designed to fit your needs & the needs of your clients.

Enter Data or Import to Yearli

Choose to enter your clients data manually or import directly from popular software packages or ANY source!

Validate Data and Checkout

View, update, and validate data before submitting your forms. Yearli even alerts you to possible errors!

Yearli Takes Care of the Rest

Yearli files to the IRS/SSA, applicable state agency, and sends copies to recipients (email, print/mail & postage).

Yearli Subscription Options

Core

Sign Up
Free
Annual Subscription + Filing Fees

Performance

Sign Up
$99
Annual Subscription + Filing Fees

Premier

Sign Up
$699
Annual Subscription + Filing Fees

Custom

Learn More
Call for Pricing and Purchase
Federal E-File
Direct State Filing
Recipient Print & Mail
Recipient Online Retrieval
Robust Data Integrations
W-2 & W-2c Forms
Most 1099 Forms
94X Forms
Online Chat
Email Support
1095 (ACA) Forms
Additional Forms Library
Phone Support
Unlimited TIN Matching
Local Printing
Advanced Data Reporting
Multi-User Licenses
User Permissions & Teams
Single Sign-On (Additional Cost)
1042-S
Employer Forms Portal
Custom Mail Inserts
Canadian & Puerto Rico Forms

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 65,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
Connie | January 24, 2023
very user friendly - my filing is simple & this program is easy
D'Ann | January 24, 2023
User friendly and easy to navigate.
Read More Reviews

Speak to a Filing Expert

Need more information about filing forms through Yearli? Submit your email address and one of our filing experts will contact you within 24 hours. If you need immediate assistance, please call us at (800) 968-1099.