Yearli can help accounting firms and third-party administrators (PEOs, Reporting Agents, Benefits Administrators) with the entire year-end filing process. Learn More

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.

Perfect For TPAs & PEOs

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.

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All-Inclusive Filing Program

Yearli, the most complete W-2, 1099 and 1095 filing program on the market, delivers everything you need to file with the appropriate federal and state agencies and send (via email and mail) copies to your recipients.

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.

Learn More About What's Included

Wide Selection of Forms

TPAs filing year-end and quarterly forms need a filing program that fits a wide variety of businesses. Yearli was designed with this in mind. Yearli is complete and robust with the ability to satisfy businesses of all sizes, yet flexible enough to accommodate almost any budget and filing need.

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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).

Seamless Integration

Yearli seamlessly integrates with popular software packages to easily and quickly import your wage and information reporting data.

  • PrismHR
  • ADP
  • UKG (Ultimate Kronos Group)
  • QuickBooks
  • NetSuite
  • TOPS
  • Xero
  • Workday
  • IRS E-File Format
  • Yardi
  • Zoho Books
  • FreshBooks
  • CS Professional Suite
  • Ellucian
  • CFS Tax Tools
  • FUND E-Z
Learn More About Integrations

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

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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.
Patricia Canon | October 16, 2021
Always quick and easy to file
LAURIE BURNABY | October 15, 2021
EASY TO USE
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
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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.