Yearli Reviews - Pros & Cons, Ratings & more - 2025
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Yearli
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    • Yearli

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    Yearli is an online tax filing platform designed to streamline year-end reporting for businesses. It simplifies W-2 and 1099 form preparation, filing, and distribution while retaining data for future filings. Known for its ease of use, Yearli offers comprehensive support for federal filings but has limitations for certain state filings and corrections. Ideal for small to medium-sized businesses, it focuses on saving time and ensuring compliance.

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    Analysis

    Yearli is a corporate tax software specializing in year-end form filing, ideal for small businesses and accountants. Key features include federal/state compliance, form retention, and electronic corrections. It is easy to use and responsive in filing W-2s and 1099s but lacks comprehensive quarterly state tax filing. Pricing is affordable, though details aren’t specified. Compared to alternatives like Avalara or TaxJar, Yearli is simpler but less feature-intensive, making it cost-effective yet limited for complex needs. Customer support is mixed, with notable complaints about error handling but praised for quick responses. Great for small firms; less suited for large-scale operations with diverse filing requirements.

    Subscribed Score Metrics
    18/36 Metric achieved
    Ease of Use
    Measures how simple and intuitive the product is to use, including setup, navigation, and overall user experience
    5/6 Metric Checks
    Security
    Compares the product’s features, quality, and pricing to determine its overall cost-effectiveness.
    3/6 Metric Checks
    Value of Money
    Assesses the product’s ability to protect data, prevent breaches, and comply with industry standards.
    4/6 Metric Checks
    Customer Support
    Reflects the responsiveness, helpfulness, and quality of assistance provided by the product’s support team.
    2/6 Metric Checks
    Integrations
    Evaluates how well the product connects with other tools and platforms, enabling seamless workflows.
    1/6 Metric Checks
    MetricsScore
    Customer Support2/6
    Security3/6
    Ease of Use5/6
    Value of Money4/6
    Integration1/6
    Popularity3/6
    Radar Chart Table View
    Pros & Cons
    Easy to use templates and uploads
    Information retention for future filings
    Comprehensive service for tax form filing
    Responsive customer support via chat
    Lack of form support for all states
    Non-intuitive interface for some users
    Issues with W2 information accuracy
    Limited customer service channels

    Reviews of Yearli from other platforms

    4.3
    (2)
    4.3
    (2 Reviews)
    G2 Review
    3.7
    (8)
    3.7
    (8 Reviews)
    Capterra Review

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