Yearli review

Yearli is an online service for preparing and filing W-2, 1099 and 1095 forms. It submits forms to federal agencies and supports state filing where applicable, then lets businesses deliver recipient copies by print and mail or secure online delivery. The service is built for both occasional filers and teams handling forms across multiple clients.

You can import data from compatible accounting, payroll and tax software, or use a generic import template. Yearli also provides filing validation to review entries and flag potential issues before submission, plus TIN matching to check taxpayer identification numbers. The available TIN matching depends on the plan: Core charges per TIN, while Performance and Premier include unlimited matching. 1095 filing is available on Performance, Premier and Custom, not listed for Core.

The main pricing trade-off is that a free annual subscription does not mean free filing. Yearli charges per form, so the total depends on volume and timing.

Yearli covers the main steps of information-return filing in one service: data import, validation, federal submission, applicable state filing and recipient delivery. That can suit a business or accounting team that wants to handle forms for multiple clients without splitting each task across separate tools. The product information also lists both print-and-mail and secure online delivery options for recipient copies.

The plan structure gives occasional filers a way to start without an annual subscription fee. Core has a free annual subscription, with standard forms listed at $6.49 each. For teams that regularly need TIN checks, Performance is listed at $129 per year, or $10.75 per month when expressed as an annual equivalent, plus filing fees. It includes unlimited TIN matching at no extra cost. Premier is listed at $799 per year, plus filing fees, and is designed for organizations filing 5,000 or more forms.

Yearli also supports importing from compatible accounting, payroll and tax software, with a generic template as another route. 1095 filing is included on Performance, Premier and Custom. These options give businesses a defined path to move from occasional filing toward higher-volume operations, though the per-form charges remain part of the calculation.

The subscription price is only part of the bill. Yearli lists standard filing at $6.49 per form, with peak pricing of $7.79 on Jan. 29–Feb. 1 and Mar. 1–2. Core also charges $1 per TIN match. Performance’s $129 annual price and Premier’s $799 annual price are both before filing fees, so frequent filers should compare the full per-form spend, not just the plan fee. Monthly subscription prices are not published.

There are also gaps in the published limits. Performance seat and usage limits are not published, Premier’s specific seat limits are not published, and overage costs are not published. Custom pricing is not published either. Premier lists SSO as an additional $499 annually. That makes it harder to estimate the cost of adding users or exceeding an included allowance before contacting Yearli.

Recipient delivery deserves a check before a busy filing season. One Reddit thread describes several organizations reporting that mailed 1099s did not arrive; commenters offered conflicting explanations, including a possible mail issue. That is an anecdote, not proof of a Yearli-wide problem, but businesses relying on print-and-mail should confirm delivery procedures and have a fallback plan.

Yearli supports imports from compatible accounting, payroll, and tax software, plus a generic import template. That gives teams a route to bring filing data in, but the available information does not name supported products or explain how much historical data transfers. Check compatibility and test a representative file before switching; plan to validate entries, since Yearli’s filing validation flags potential issues rather than guaranteeing clean data.

Export options, cancellation terms, and data-retention rules are not published on the vendor's site. Confirm how to retrieve filed forms, recipient details, and records before moving away. We also don’t have sourced Reddit posts here to establish why users leave Yearli, so we won’t present a supposed community consensus. The clearest reasons to compare alternatives from the published details are unpredictable per-form costs, unpublished overage rates, and missing seat limits. Those matter most when filing volume or team size changes.