Yearli Overview

Yearli is an advanced tax preparation software designed to streamline the tax filing process for individuals and businesses. This platform provides comprehensive tools for managing tax forms, compliance, and reporting, ensuring that users can meet their tax obligations efficiently. Users can easily generate, file, and distribute tax documents, including 1099s and W-2s, simplifying the preparation process. Yearli includes features for tracking tax deadlines, ensuring that users stay compliant and avoid penalties. The software supports integration with various accounting systems, enhancing data accuracy and workflow efficiency. Ideal for accountants, tax professionals, and businesses, Yearli enhances operational efficiency, improves tax compliance, and ultimately drives success through effective tax preparation practices.

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Yearli Screenshot & Video

Contact Details

  • Vendor Name Greatland
  • Founded
  • Location United States

Support

  • Chat Chat

Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Computer Software, Hospitality, Law Practice, Staffing & Recruiting

Yearli Features

  • Arrow Icon Forecasting
  • Arrow Icon OLAP
  • Arrow Icon Customizable Dashboard
  • Arrow Icon Visual Analytics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Performance Metrics
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Ad hoc Query
  • Arrow Icon Scheduled/Automated Reports
  • Arrow Icon Search/Filter
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Sales Reports
  • Arrow Icon Marketing Reports
  • Arrow Icon Data Connectors
  • Arrow Icon Collaboration Tools
  • Arrow Icon Tax Calculation
  • Arrow Icon Tax Filing
  • Arrow Icon Tax Forms
  • Arrow Icon Accounting
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Approval Process Control
  • Arrow Icon Audit Management
  • Arrow Icon Compliance Management
  • Arrow Icon Document Management
  • Arrow Icon Tax Management
  • Arrow Icon Client Portal
  • Arrow Icon Digital Signature
  • Arrow Icon For Tax Practices

Yearli Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$99 Per Feature

Yearli FAQs

  • Yes, Yearli offers a free version.

  • Yes, Yearli offers a free trial.

  • No, Credit Card details are not required for the Yearli trial.

  • Yearli offers the following pricing plans & packages:

    Basic

    $99 Per Feature

  • Yearli supports the following payment frequencies:

    • Annual Subscription

  • No, Yearli does not offer an API.

  • Yearli offers support with the following options:
    • Chat

  • Yearli offers training with the following options:
    • Documentation

  • Yearli supports the following languages:
    • English

  • Following are the typical users of the Yearli:
    • Self-Employed , Small-Business , Midsize-Business

  • Yearli supports the following deployment:
    • Cloud Hosted

  • Yearli supports the following devices and operating systems:
    • Web-Based