Yearli Web to Portal Workflow

Move data from Yearli Web to Portal and deliver tax forms online

Manage User Accounts

Set Up and Manage Accounts

Manage Recipient Data

Upload and Verify Recipient Accounts and Tax Form Data

Reports

View Management and Recipient Activity

Printing

Printing Options in Yearli Portal

Manage Recipient Site

Manage Settings for Online Form Portal

Common Questions

Tips to Help Get You Started