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Yearli seamlessly integrates with popular software packages to easily and quickly import your data. View Popular Integrations

Service Providers

CPAs, accounting firms and third-party administrators are an integral part of the year-end filing process, simplifying a complicated and overwhelming task for many businesses. Yearli serves as an important and necessary tool for these year-end service providers.

Yearli Does It All For Service Providers

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    Complete Filing Solution
    Yearli is all-inclusive. Simply enter your data or import directly from any source and Yearli will file to the federal government, applicable state agency and send copies to your recipients.
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    Seamless Data Integration
    Yearli seamlessly integrates with popular software packages to easily and quickly import your clients data, eliminating the need for additional support contacts from clients.
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    Robust Forms Library
    Our robust forms library provides a wide selection of W-2, 1099 & 1095 forms, as well as various hard-to-find forms, designed to meet all your business's filing requirements.
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    Simple and Intuitive
    The simple and intuitive design of Yearli provides the ultimate user experience. Team management and easy data import built on a cloud-based infrastructure allows you to work from anywhere.
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CPAs & Accountants

Yearli helps accounting firms filing on behalf of many clients by providing a single application that easily imports data from multiple sources, adds efficiencies for team members, and reduces time spent on year-end filing.

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Third-Party Administrators

Yearli provides third-party administrators (PEOs, Reporting Agents, Benefits Administrators) with a simple and intuitive solution that meets the needs of their clients. Utilizing an easy and efficient data import, Yearli provides a complete federal, state and recipient filing solution.