Yearli
Review of Yearli Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Yearli
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Customer Reviews
See why people love Yearli
Sandy H.
Verified UserHuman Resources · 501-1000 employees
Great if they support filing in your state
Very easy to upload and file electronically on supported forms.
- Very easy to use their template and upload a file
- The on screen steps are very easy to follow
- I would love to be able to use this site for all of my 1099 forms - INT, DIV and MISC
- I did not find out that they do not support state filing for 1099-INT and 1099-DIV until the file was uploaded and ready to file
- When I noticed the state filing was not an option I had to contact support by Chat
- They just said they do not support state filing on all forms, just some
- They still claim to support filing in all states - but they fail to mention that it is not for all forms
Rachel G.
Verified UserLaw Practice · 2-10 employees
Yearli is great!
We have used them for 3 years for our tax forms. They retain our information year to year so input is extremely simple, and they do all of the filing and sending out of the forms. I had a question and the customer support immediately responded on the chat service.
It is so easy to use, it is a comprehensive service, it is a good value, and the customer service is very responsive
- Nothing bad to say
- It is so great, there is absolutely nothing I can think of to say negatively about this company
Why they chose it
"N/A"
CRAIG H.
Verified UserHospitality · Self-Employed
Errors in W2 information filed with IRS
I will not use in the future, nor will I recommend to any of my clients
- I have used in the past with no problems
- Price was the major factor
- The W2 information entered for the Social Security and Medicare Withholdings were not used for the document that was filed with IRS
- The totals were so different that I know there was no way I could have entered them
- (ie 750 vs 658) Either support doesn't know the product or they don't care
Verified Professional
Accounting · 2-10 employees
Quick and Easy 1099/W2 Filing
Very good overall experience. Used it also for filing corrections.
- This software is great for filing 1099s and W2s
- It can be a bit time consuming when entering all the info for the first time
- But once it's all in, the information is saved for any future filings
- For that reason, filing the second time around is extremely quick and easy since EINs, addresses and SSNs are saved
- It's also simple to change any of that info as well
- It is difficult to view all the 1099s that are in progress
- It would be great to see them all in a list instead of having to scroll to the side
Verified Professional
Computer Software
Simple Solution for managing 1099's
Computer Software
- Our use for this tool was very simple
- We need something to help us issue 1099's
- For our limited needs, it is a good tool
- It's not an incredibly intuitive tool
- I have used other tax supporting software like quickbooks and turbotax in the past and I have felt more supported
- This is very bare bones
Sue S.
Verified UserStaffing and Recruiting · 51-200 employees
Terrible customer service.
It was a good experience until I needed support. Customer Service is obviously not a priority.
- Good price
- Easy to use
- They handle the mailing
- Amateur customer service
- No options to speak to a live person
- They only offer support by chat and email and they only reply to emails if they feel like it
- I requested a refund for being charged three times for a correction that did not work and no one bothered to reply
- I will dispute with Amex
Jason J.
Verified UserHealth, Wellness and Fitness · 1001-5000 employees
Simple, Simple, Simple!
Verified reviewer
Super simple to create and submit our W-2s for year end - employee access to their W-2s is also simple - customer service assistance was excellent via chat (my preferred way to ask questions) - and what was super impressive was I received a phone call after year end to ask how my year end went and what they could do to make it better - wow
- No state quarterly tax reporting - yet (although they can file your annual state W-2s)
- I understand they are working on this
Robert D.
Verified UserGood for simple filings, no support for corrections to states
Yearli files W-2's with both the feds and the state, but does not file W-2c's with the state. Illinois requires electronic filing of BOTH! This leaves you high and dry!
Yearli
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