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What is Yearli?

Yearli, provided by Greatland, serves as a complete solution for submitting federal, state, and recipient forms such as W-2, 1099, and 1095. The platform allows users to input or import their data seamlessly, and Yearli efficiently manages the filing process with federal and state authorities, while also sending out copies to recipients through both email and conventional mail. It offers three distinct plans that cater to different budgets and business needs. With a team of over 125 seasoned professionals, Greatland is proud to have some of the most experienced advisors in the wage and income reporting sector for these forms. Furthermore, Greatland emphasizes the importance of customer security and confidentiality, which is why Yearli's online filing solutions have undergone various security audits by independent evaluators. These enhancements were specifically designed to comply with the stringent standards of Service Organization Control Reports SOC 2 certification, ensuring robust protection for clients' sensitive data. As a result, Yearli stands out as a reliable option for enterprises of all sizes, providing peace of mind alongside expert support. In today's digital landscape, businesses can trust Yearli to safeguard their information while ensuring smooth and accurate filing processes.

What is TaxFormHero?

TaxFormHero is a digital e-filing platform tailored for businesses, accounting firms, CPAs, bookkeepers, and tax professionals to streamline the management of information returns. This solution empowers users to prepare and file a range of forms, such as 1099, W-2, 1098, 5498, and ACA, while also allowing for the oversight of multiple client payers. Among its numerous features, the platform enables users to request signed W-9 forms, verify the accuracy of taxpayer names and identification numbers, and import data effortlessly from Excel or CSV files. Additionally, it provides tools for reviewing drafts, tracking filing statuses, and facilitating submissions to the IRS and SSA, including options for both federal and state filings. Recipients can access their copies through downloads, electronic delivery, or printed mail via additional paid services, making it convenient for clients. Users incur charges based on the number of forms filed, with a flexible volume-based pricing structure, while optional fees apply for services like TIN matching and state filings; significantly, there are no upfront subscription or sign-up fees. By offering a wide array of functions, TaxFormHero enhances the e-filing experience for tax professionals, promoting both compliance and operational efficiency, ultimately saving time and reducing stress during the tax season.

Media

Media

Integrations Supported

FreshBooks
Icon Systems

Integrations Supported

Microsoft Excel
Xero
Zoho Books

API Availability

API Availability

Has API

Pricing Information

$99 per year
Free Version

Pricing Information

$1.99/form
For 1099, 1098, W-2G, and 5498 forms, rates are $1.99/form for forms 1–150, $0.99/form for 151–500, $0.60/form for 501–1,000, and $0.45/form thereafter. W-2, W-2C, 1095-B, and 1095-C forms have separate tiers: $2.99/form for the first 50, $1.99/form for 51–150, $0.99/form for 151–500, and $0.60/form thereafter. There is no signup fee, subscription, or minimum order. Optional add-ons cost $0.99/form for state filing, $1.69/form for print and mail, $0.19/form for e-delivery, and $0.49/check for TIN matching. Bulk TIN matching costs $0.25/check.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Greatland

Company Website

www.greatland.com

Company Facts

Organization Name

TaxFormHero

Date Founded

2024

Company Location

United States

Company Website

taxformhero.com

Categories and Features

Payroll

Reporting/Analytics
W-2 and 1099 Preparation

Categories and Features

Tax Compliance

Not specified

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