Yearli can help accounting firms and third-party administrators (PEOs, Reporting Agents, Benefits Administrators) with the entire year-end filing process. 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
1099 Forms (NEC, MISC, INT, DIV, R, S)
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
Cloud Infrastructure
1042-S
Employer Forms Portal
Custom Mail Inserts
Single Sign On
Canadian & Puerto Rico Forms

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 60,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
Andrea Bell | October 14, 2021
This is the greatest program! So easy to use and reasonable prices.
Raymond Godbout | October 13, 2021
Quick, easy and reasonable cost
Dan Tucker | October 13, 2021
Great website
Nancy Beyers | October 12, 2021
The ability to easily correct my silly error made me forever customer. Great response to my question and directions were easy to follow. Thank you Yearli
Charles Bouie | October 11, 2021
easy to use
Charles W Walton, MD | October 9, 2021
Good navigation; I particularly like the memory of amounts from previous forms since most of my forms are identical to prior forms.
Linda Gittoes | October 9, 2021
easy to use website
Harry E West Jr | October 7, 2021
Love you people most of the time. lol
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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.