--- title: "Yearli Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Yearli Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more." source_url: "https://www.capterra.com/p/143004/Yearli/" page_type: "product" language: "en" --- # Yearli Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Yearli ## What is Yearli? An online reporting system that assists in streamlining the year-end form filing. ## What is Yearli used for? [Reporting](https://www.capterra.com/reporting-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/) Top alternative Featured Overall rating Based on 8 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 Per Feature, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Yearli?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.greatland.com&name=Yearli) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Yearli 3.9 (8) VS. [4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price $99 Per Feature, Per Year Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (8) Ease Of Use 4.5 (3,594) Value For Money 3.8 (6) Value For Money 4.6 (3,004) Customer Service 3.0 (6) Customer Service 4.6 (2,901) ## Yearli alternatives [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) [4.5 (238)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/) Starting price $695.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) [4.5 (274)](https://www.capterra.com/p/179846/TurboxTax-Business/reviews/) Starting price $170.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [3.8 (115)](https://www.capterra.com/p/176133/Drake-Tax/reviews/) Starting price $349.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [Vertex](https://www.capterra.com/p/160387/Vertex-SMB/) [4.3 (75)](https://www.capterra.com/p/160387/Vertex-SMB/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/143004/Yearli/alternatives/) ## FAQs about Yearli Overview ### What company size and specific industries is Yearli built for? Yearli is designed for businesses of all sizes, from small companies to larger organizations, that need support with online filing, data importing, invoicing, taxation, and related administrative tasks. The vendor description does not specify particular industries, so the product appears to serve a broad range of sectors. Features and Usability ### What are the key features of Yearli? Yearli offers tax management features like tax calculation, tax forms, tax filing, W-2 preparation, and tax compliance. It also includes compliance management, approval process control, access controls and permissions, client management, a client portal, document management, data import/export, reporting and statistics, and status tracking. Talk to an expert ### More questions? Ask our experts Getting Started and Support ### What training and onboarding options does Yearli offer? Yearli provides documentation to help teams get started with the product. This written material can serve as a self-paced reference for reviewing features, following setup steps, and checking guidance when needed. Getting Started and Support ### What customer support options does Yearli offer? Yearli provides chat support for customer questions and account help. No reviewer feedback is available about response speed, helpfulness, or common support frustrations, so the user experience with support cannot be assessed from catalog data alone. ## Features AI summary Based on 829 Tax Preparation reviews Capterra data shows that buyers of tax preparation software rank the following features as their top priorities: - **Client Portal** (**63%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Tax Filing** (**67%**) Yearli supports all three of the features reviewers consider most important: **Client Portal**, **Client Management**, and **Tax Filing**. Together, these capabilities help businesses collect and share tax documents securely, keep client records organized, and complete filing tasks accurately, allowing teams to manage tax workflows more efficiently from intake through submission. Access Controls/Permissions Define levels of authorization for access to specific files or systems Ad hoc Reporting Generate one-off reports that meet information requirements Approval Process Control Manage the process of evaluating documents or requests submitted for approval Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Yearli 20 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - For Tax Practices: Designed for tax practices - Property Tax Management: Calculation of consumption tax imposed on properties - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Status Tracking: Track the status over time for a request, process, asset, or transaction - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance --- Get Advice We can help you find the software with the features you need. Features 3.7 (7) 3.7 Based on 7 reviews ## Pricing Value for money 3.8 (6) Free Version Basic $99.00 Per Feature,Per Year Value for money 3.8 (6) 3.8 Based on 6 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.0 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.0 (6) 3.0 Based on 6 reviews ## User reviews Overall rating 3.9 Based on 8 reviews Filter by rating 5(4) 4(1) 3(2) 2(0) 1(1) Mentioned topic Sorted by most recent CH CRAIG H. Tax Accountant Hospitality ### "Errors in W2 information filed with IRS" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 January 10, 2024 I will not use in the future, nor will I recommend to any of my clients Pros I have used in the past with no problems. Price was the major factor Cons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JJ Jason J. Director of Payroll Health, Wellness and Fitness ### "Simple, Simple, Simple!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 13, 2020 Pros 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! Cons No state quarterly tax reporting - yet (although they can file your annual state W-2s). I understand they are working on this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RG Rachel G. Attorney Law Practice ### "Yearli is great!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 21, 2020 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. Pros It is so easy to use, it is a comprehensive service, it is a good value, and the customer service is very responsive. Cons Nothing bad to say. It is so great, there is absolutely nothing I can think of to say negatively about this company. Reasons for choosing Yearli N/A Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Sue S. AP Manager Staffing and Recruiting ### "Terrible customer service. " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 13, 2019 It was a good experience until I needed support. Customer Service is obviously not a priority. Pros Good price. Easy to use. They handle the mailing. Cons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 14, 2019 Hello Sue. We are sorry to hear about your negative experience. We pride ourselves in expert filing guidance as well as excellence in customer service. That is why our reps average more than 10 years of service with Greatland. It sounds like we fell short of your expectations and we intend to make it right. We will be reaching out to you very soon! AN Anonymous User Accounting Assistant Accounting ### "Quick and Easy 1099/W2 Filing" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 October 3, 2018 Very good overall experience. Used it also for filing corrections. Pros 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. Cons 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Managing Director Computer Software ### "Simple Solution for managing 1099's" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 July 2, 2018 Pros 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. Cons 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Sandy H. CPA Human Resources ### "Great if they support filing in your state" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 January 24, 2018 Very easy to upload and file electronically on supported forms. Pros 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. Cons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RD Robert D. Partner ### "Good for simple filings, no support for corrections to states" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 February 15, 2016 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/143004/Yearli/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.