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Yearli Portal
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  1. Yearli Form Portal
  2. Manage Recipient Site

Manage Online Form Portal Settings (Recipient Site)

  • Activate Paperless Enrollment for Recipients
  • Remove Paperless Enrollments (terminated recipients)
  • Customizing Your Online Form Portal
  • Enter a technical contact for Recipients
  • Post a message to Recipients
  • Opt-Out of Tax Integration Services (Turbo Tax, H&R Block, Tax Act)

Manage Recipient Access

  • Disable/Schedule Current Year Form Access
  • Lock ALL Recipient access to Online Form Portal

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