Welcome Alight Clients

1.  E-Printview will Become Yearli Portal in 2025

Don’t worry! The transition for Alight clients will be seamless, with an easy transition process.  This change is not imminent and will not impact your 2024 filing process. It will have no impact to your recipients this filing season.

2.  Why Transition?

Yearli Portal utilizes the most up-to-date infrastructure and security. Transitioning E-Printview to Yearli Portal will provide the best overall experience for current Alight clients using E-Printview.

  • Yearli Portal is the latest and most advanced paperless recipient delivery program from Yearli by Greatland.

  • Yearli Portal utilizes a unique, secure, cloud-based infrastructure, with a separate account for managers and another for recipients.

  • Greatland is committed to following the most stringent guidelines, to remain compliant with AICPA System and Organization Controls (SOC) requirements.

  • Yearli Portal also includes a new user experience, several self-help features, a knowledgebase, users guides and more.

3.  Simplified Cloud-Based Infrastructure 

Yearli Portal was designed to make the recipient delivery and management process easy and secure, from anywhere.

  • The Yearli Portal allows managers and recipients the ability to securely access their account at anytime.

  • The Message Center provides the latest up-to-date filing and deadline information from Greatland.

  • The available Message Center allows authorized managers to send recipients quick, predetermined, or unique communications.

4. Management Interface

Yearli Portal allows managers to easily and efficiently manage form data entry and the entire account approval process. Authorized users within the Management Portal can securely review, update and send (via print and mail) completed year-end forms to recipients.

  • Comprehensive account management access.
  • Automated recipient account creation.
  • Easily manage form access dates.
  • Lock and unlock forms and recipient accounts.
  • Reset MFA login passwords and send user invitations.
  • Generate reports for effective tracking.

5. Recipient Interface

Yearli Portal's streamlined interface simplifies the entire recipient form access process, including paperless enrollment.

Simplified Form Access:

  • Retrieve original, reissued, and corrected forms from a single page.
  • Recipients only see forms available to them.
  • Securely view, download, and print forms.

Paperless Enrollment:

  • Allows quick and efficient recipient form delivery.
  • Improved messaging to recipients through message center.
  • Yearli Portal automatically scales for peak performance.