• Yearli

Yearli

Overview

Yearli has a rating of 4.8 stars from 53,991 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Yearli most frequently mention small business, customer service, and many years. Yearli ranks 6th among Government Records sites.

What reviewers want you to know

Positive highlights

  • Customer service is great and so are the tech employees.

Critical highlights

No critical highlights yet

How would you rate Yearli?
Top Positive Review

“Just prepared and filed several 1099 misc/1096”

Karen F.
1/13/20

Just prepared and filed several 1099 misc/1096. Customer support chat was quick and answered all my questions. First time user - good experience. As a small business, can't beat the price and ease of using this program. They even handle mailing the form to the recipient. I've used a more expensive product in the past that was not cost effective and more difficult to use. Very pleased with this experience.

Top Critical Review

“With no notice began charging for access to filings and sent me no receipt.”

John L.
2/1/23

I have used Yearli for several years for W-2s and 1099s. Worked great in the past. This year, with no notice, after I prepared a W2 and a 1099 and paid, I couldn't obtain copies of the filings I prepared and, I hope, filings I made. At that point, when I tried to get copies, the screen indicated that, to get copies, I would have to pay $99.00 for that feature. I could not even get a receipt for what I paid. I have called the phone number provided, but get a message the the number is not available.

Reviews (53,991)

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customer service (29)
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Karen F.
1 review
0 helpful votes
January 13th, 2020
Verified purchase

Just prepared and filed several 1099 misc/1096. Customer support chat was quick and answered all my questions. First time user - good experience. As a small business, can't beat the price and ease of using this program. They even handle mailing the form to the recipient. I've used a more expensive product in the past that was not cost effective and more difficult to use. Very pleased with this experience.

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Susan S.
3 reviews
0 helpful votes
January 31st, 2020
Verified purchase

Yesterday I tried to do my w-2 filing with Yearli, a seamless 10 minute procedure the past several years that I have been a client. After at least an hour of frustration including 2 chats that kept me waiting in lines of over 100 others, your system still wouldn't let me in giving me error messages. I gave up and decided to try again today and it worked seamlessly, but the time wasted yesterday was very frustrating. Hopefully this was an aberration.

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Denise M.
1 review
0 helpful votes
January 14th, 2020
Verified purchase

Easy to follow instructions but when chatting with chat make sure you can explain thoroughly. I received two different answers. I was told to call my state regarding a state question relating to line 17on 1099 Misc. After that it was a smooth process to submit. Speaking to a rep would have resolved my issue the first time I do believe. However, Chat was Great!

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Wendy E.
1 review
0 helpful votes
March 3rd, 2020
Verified purchase

This is the second year I've used Greatland and, both times, I couldn't have done it without their help. Both years I've worked with Ben Martin. He offers awesome support. When I email him, he emails me back within 10-15 minutes with an answer. He has been indispensable to me. The website and all of the info Greatland gives is easy to understand and follow. I would recommend using them for any of your filing you're having to do yourself. They are worth every penny!

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Robert H.
1 review
0 helpful votes
April 1st, 2020
Verified purchase

Very good. Would have liked a note I should have saved my complete form before clicking on one of the (i) icons, because that loaded the whole 8 page IRS instruction form (fine), but when I went back to my form, it said Reloading (or something like that) for 15 min. So I had to reload the page (which you warned me would lose unsaved data (good notice)), and sure enough, all my entries were gone. Which there had been some notice to save before clicking on any (i).

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Lynn N.
1 review
0 helpful votes
January 11th, 2019
Verified purchase

Overall good. I found the software a bit confusing at first, but once I got the sequence down its pretty straightforward. May a little tutorial would help. Or if that is available, make it more apparent

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MONA H.
1 review
0 helpful votes
February 3rd, 2020
Verified purchase

Yearli, is very convenient and easy to prepare 1099's. When pending additional information from clients and or employees, Yearli will save all your data, to prevent starting all over again. I like that it saves your Employer's information to cut the hassle of re entering time and time again for multiple employees/clients. I am very pleased with Yearli and will always use this as my one-stop-shop every year!

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Paula K.
1 review
0 helpful votes
February 4th, 2020
Verified purchase

The initial subscription was somewhat misleading, as we paid $99, thinking it covered everything, as your advertising said, "all inclusive". After uploading data and submitting forms, we learned there is also a per form cost. I understand what this is for, and see that it is explained farther down on your marketing page, but it was a surprise that I think should be more obvious when enrolling in the $99 subscription. I don't even know what the subscription is for now!

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Teri T.
1 review
0 helpful votes
January 15th, 2019
Verified purchase

When a password has been forgotten the message box to retrieve it or get a new one should say, "create new password" instead of "password."
Otherwise very easy to use!

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Pamela X.
2 reviews
0 helpful votes
January 27th, 2020
Verified purchase

I have been using GREATLAND yearli for many years. LOVE THE PLATFORM!!! Fast and easy. Site stores all the appropriate company and taxpayer information, so, each year, it's simply fill in the payroll numbers. Then, they take it from there, filing everything necessary. Makes my life so EASY!!!

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Jean K.
1 review
0 helpful votes
February 14th, 2020
Verified purchase

Very user friendly, but was upset at the pricing because I had no idea until I was done what it would cost. It cost me $16 to file four 1099's, after getting the 15% off code I found. Ridiculous. and after I spent all the time filing out the forms, to then have to go research pricing, when no one shows the actual pricing!! not happy. but I was late filing so it was my own durn fault, I will not be caught next year!

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Jerome B.
1 review
0 helpful votes
March 9th, 2018
Verified purchase

could use more feedback on process filing forms. Took me a while to figure out what the next step was

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Bob X.
4 reviews
0 helpful votes
February 1st, 2020
Verified purchase

For something so complicated, you sure put a lot of emphasis on making it simple. I appreciate all the little details that allow me to check, review, capture, print, and save all the documents and information.

I especially like this year's check boxes on what to include and not include in the printed copies. I hate all those unnecessary state copies of forms I get elsewhere when my state doesn't need to file something.

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Manuel F.
1 review
0 helpful votes
February 28th, 2018
Verified purchase

Why was there a federal rejection and what else needs to take place? I just resubmitted the forms again.

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Sandra L.
1 review
0 helpful votes
January 23rd, 2020
Verified purchase

Your online forms are so easy to use, even I can do it, lol. It's very useful to get emailed reminders, I appreciate the new text code verification, and keeping last year's info in my account makes filing these forms a breeze. Thank you!!!

Thumbnail of user kellyk137
Kelly K.
1 review
0 helpful votes
January 27th, 2018
Verified purchase

Tried doing the automatic file import thing using QuickBooks but was too hard to understand. Ended up entering data manually.

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Jonal T.
1 review
0 helpful votes
February 26th, 2020
Verified purchase

Amazing customer service by your online chat team! Kevin, Blake, and Brandon were so very helpful! Really happy with the ease, filing reminders, and information by Greatland Yearli! I will definitely refer others!

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Kimberly M.
1 review
1 helpful vote
January 23rd, 2019
Verified purchase

Overall very convenient and cost effective service. Customer support felt a little bit like pulling teeth to get all of the info I needed, although ultimately, I got the information.

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Correy B.
1 review
0 helpful votes
March 9th, 2018
Verified purchase

When using QBO with some of our accounts the amounts that are in put on the 1099's are different than the 1099 detail in QB so we had to adjust the amounts manually.

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Kenneth P.
1 review
0 helpful votes
January 31st, 2018
Verified purchase

Had issues with the quickbooks download wizard. No number to call unless you pay extra.Other than that, it was fine.

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Carol P.
1 review
0 helpful votes
January 23rd, 2020
Verified purchase

Easy, Quick, the right cost! Saves me looking up all my data every year. It is an amazing service. I even turned my CPS on to it so he could share with other small businesses. Thank You.

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Denise T.
1 review
0 helpful votes
January 1st, 2019
Verified purchase

The Greatland Yearli Core website was very easy to use. I simply downloaded and installed the QuickBooks Desktop Extract program, extracted my data, imported to Yearli, added recipient email addresses and submitted. Thanks!

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Jason L.
1 review
0 helpful votes
January 24th, 2020
Verified purchase

It was very hard to get back into system to finish my forms, changed password, and did all it said to do, but it took several times to make it work.

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Gordon T.
1 review
0 helpful votes
January 30th, 2020
Verified purchase

Kept getting error message when trying to login to Filing Home. Support resolved after a several minute wait. Other than that, very easy! Thanks!

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Sylvia E.
1 review
2 helpful votes
April 5th, 2019
Verified purchase

Appreciate the ease of e-filing and variety of forms covered, particularly in our small church congregation with just a single employee. No need to go hunting for forms, etc. Thank you!

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