Yearli review
A mature year-end filing platform with broad workflows, but no tax payment support.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Yearli is an online and desktop platform for businesses, accountants, and service providers that prepare and submit year-end information returns. It covers W-2, 1099, and 1095 forms, with data entry and software imports, validation before submission, federal and applicable state filing, recipient delivery by print and mail or online retrieval, and filing status tracking. Its multi-client workflows make it particularly relevant to established firms managing filings for multiple employers.
Annual plans start at $129 per year, and additional filing fees apply. The Core plan includes W-2 and 1099 forms, quarterly filing, online chat and email support, and per-form TIN matching. Performance is listed at $129 per year and adds 1095 filing, unlimited TIN matching, phone support, and volume price discounts. Premier is $799 per year and adds team management, flexible filing options, advanced reporting, and printing options. Custom adds custom filing options, data preparation services, tax preparation integration, and an employer portal. The plan structure suits firms that need more than basic form submission, although costs can vary by form type, volume, filing year, and peak pricing.
Yearli also fits established payroll and accounting ecosystems, with integrations including ADP, Excel, FreshBooks, AccountMate, Aderant, Equifax, and CS Professional Suite. State reconciliation workflows, TIN matching, and multi-client filing add operational depth for professional preparers. The main boundary is clear: Yearli supports tax filing but not tax payment, so organizations seeking an end-to-end payroll tax payment workflow should choose another product or pair it with a separate solution. Firms focused on year-end form preparation, filing, recipient delivery, and reconciliation should find the feature set more aligned with their needs.
Yearli pros and cons
- Where it wins
- Federal and applicable state filing for W-2, 1099, and 1095 forms
- Validation, TIN matching, reconciliation, and status tracking
- Multi-client workflows with imports and recipient delivery options
- Where it doesn't
- Tax payment is not supported
- Additional filing fees apply beyond the annual subscription
- Windows and web access may not fit teams needing other platforms
Yearli fact sheet, pricing and score →
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