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

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.

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.

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.

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

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.

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.