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Yearli Portal
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Yearli Form Portal
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