Get the Scoop on Yearli Performance and Premier. Join us for a short webinar and get all of your questions answered. Learn More >

Welcome to Yearli Portal

Yearli Portal is the latest and most advanced paperless recipient delivery program from Yearli by Greatland, utilizing a unique, secure, cloud-based infrastructure, with a separate account for managers and another for recipients.

Below is a guide to common questions regarding Yearli Portal Management.

yearliportal.greatland.com

Multi-Factor Authentication

Provide secure access to your account by enrolling in multi-factor authentication using these steps:

  1. Receive invite link to join a team
  2. Start account setup
  3. Enter Account Information
  4. Create Password
  5. Email Authentication
  6. Verify Email
Learn More About MFA

Upload Your Data in 4 Steps

You may upload tax data using Yearli Portal or an SFTP account. If you would like to use an SFTP account please submit a Support Ticket. Files will be processed within 24 hours. Once processing is complete an email will be sent with instructions on how to approve your file(s).

Learn More About Uploading Data

  1. Login to Yearli Portal

  2. Upload Tax Form Data

  3. Verify Data

  4. Make Forms Available to Recipients

Yearli Team Management

A team is a group of users working towards the same goal. A team can be created based on location, department, permissions or access to payers or form types.

Using a team will establish workflow management, security, efficiency and organization allowing multiple users to work simultaneously. The established workflow allows team members to manage recipient accounts and forms. Using a team allows payers to be accessed by the appropriate team and the team members.

Learn More About Managing Teams

Manage Recipient Accounts

With the recipient account section of Yearli Portal, managers can create new recipient accounts, as well as view, edit and manage existing account access. This is where you can update recipient email addresses, reset MFA, view recipients paperless enrollment status and lock access.

Learn More About Managing Recipients

Manage Recipient Site

With Yearli Portal, managers can customize the recipient site, Online Form Portal by creating custom themes and messages along with managing service options, tax form availability and much more to meet the needs of your organization.

Learn More

Advanced Reporting

Reports are available to view and download information on forms retrieved online, paperless enrollment and current and historical management activity.

Learn More About Advanced Reporting

Print Services

Yearli Portal's Print Service section enables Management Users to submit their printing preferences for each enrolled form type. This form must be submitted annually in Oct. to ensure your selections are updated for the print vendor.

Learn More About Print Services

Recipient Online Form Portal

Do you need to easily and quickly communicate information about the online form portal to your recipients? We've created a short video that explains the entire process, from login to print. Just share the link below.

Watch Video

Questions?

Have questions about Yearli Portal? Get in touch with Kelly or Julia.

Kelly Marshall

616.574.4310 | kmarshall@greatland.com

Julia Zanetti

616.574.4214 | jzanetti@greatland.com

Yearli Portal Knowledge Base

Visit the Yearli Knowledge Base for 24/7 answers to all your Yearli Portal questions.