• 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)

Rating

Timeframe

Other

Reviews that mention popular keywords

customer service (29)
Thumbnail of user karenf624
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.

Thumbnail of user janm324
Jan M.
1 review
0 helpful votes
January 31st, 2020
Verified purchase

Funky feedback loop re: 3rd factor authentication, but otherwise smooth. Re: follow-up, I just need to know how to change the name and phone number Yearli has on file for us. I am new person who has replaced Barbara Schroeder. ~ Jan Milligan

Thumbnail of user denisem636
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!

Thumbnail of user anonymousn148
anonymous N.
3 reviews
0 helpful votes
October 12th, 2018
Verified purchase

With the exception of struggling to log back into, because I had to reactivate my account after just using it to submit 2017 1099's everything else has been pretty easy and straight forward.

Thumbnail of user lynnn71
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

Thumbnail of user celenad
Celena D.
1 review
0 helpful votes
January 21st, 2019
Verified purchase

It would have been nice to know what the e-filing fees were in advance of entering all of the information

Thumbnail of user wendye92
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!

Thumbnail of user sheilag56
Sheila G.
1 review
0 helpful votes
March 9th, 2018
Verified purchase

Very easy to navigate. With few forms to file, I use data entry and it couldn't be much easier - Yearli pulls demo data from prior year, I just need to add current year totals. A godsend for Last Minute Lucy here.

Thumbnail of user elizabetha172
Elizabeth A.
3 reviews
0 helpful votes
January 5th, 2019
Verified purchase

had trouble getting into sight--I only do this once a year--please don't change my password! thx-I DO appreciate the service you provide!

Thumbnail of user roberth1963
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).

Thumbnail of user barbarad283
Barbara D.
1 review
0 helpful votes
February 21st, 2019
Verified purchase

If the information to enter was more condensed, it would be easier to confirm coverage and non coverage when using the excel template

Thumbnail of user monah35
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!

Thumbnail of user benjaminh120
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!!!

Thumbnail of user emmett7
Emmet T.
1 review
0 helpful votes
January 8th, 2019
Verified purchase

Awesome service! It's really ideal for small businesses when you have just a handful of 1099s to file.

Thumbnail of user terryt236
Terry T.
1 review
0 helpful votes
February 1st, 2020
Verified purchase

Everything was fine except you did not provide Canadian provinces for billing addresses for credit cards, so I had to call my boss at home on a Friday night to get our USD card number. Not impressed!

Thumbnail of user beatriceb23
Beatrice B.
1 review
0 helpful votes
March 9th, 2018
Verified purchase

I use Dashlane and had difficulty with the password feature but other than that, I found it easy to file wtih Greatland.

Thumbnail of user terit31
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!

Thumbnail of user sandyh113
Sandy H.
1 review
0 helpful votes
February 23rd, 2018
Verified purchase

Easy to use, but needed 1099 INT and 1099 DIV as well. Disappointed that those forms are not supported.

Thumbnail of user bobx8
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.

Thumbnail of user jordana60
Jordan A.
1 review
0 helpful votes
January 31st, 2019
Verified purchase

You make it so easy to file. I've been using this service for years... I don't think I'd ever file on time if it weren't for yearli.

Thumbnail of user rutht48
Ruth T.
1 review
0 helpful votes
February 14th, 2018
Verified purchase

The site isn't very intuitive; I have to figure out where to go for what--instructions aren't easily found, etc. It's a learning process every year.

Thumbnail of user sandral237
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 barbaras304
Barbara S.
8 reviews
0 helpful votes
January 15th, 2019
Verified purchase

I didn't want to have to go to some company to e-file my w-2 information, but chose Yearli, and am glad I did. Very simple, reasonably priced, easy to use.

Thumbnail of user leaha37
Leah A.
2 reviews
1 helpful vote
January 11th, 2019
Verified purchase

love that it's easy to use and Kelly answers my questions if I need any help. I would recommend Greatland to anyone.

Thumbnail of user douglasp86
Douglas P.
1 review
0 helpful votes
January 27th, 2019
Verified purchase

Took me 30 minutes and a call to support to have them tell me you don't support Mac Safari browsers - how about you recognize it and tell me that automatically?

Sitejabber for Business

Gain trust and grow your business with customer reviews.

How do I know I can trust these reviews about Yearli?

  • Sitejabber’s sole mission is to increase online transparency for buyers and businesses
  • Sitejabber has helped over 200M buyers make better purchasing decisions online
  • Suspicious reviews are flagged by our algorithms, moderators, and community members
Have a question about Yearli?