Juno

Categories: Finance, Automation / Agents, Productivity | Pricing: Freemium | Official Website ↗

Juno automates tax preparation for tax professionals by extracting data from source documents and pushing it to tax software.

Juno is a tax preparation automation tool designed for modern tax firms. It streamlines the process of preparing 1040s and business returns (forms 1120, 1120-S, and 1065) by automating data extraction from various source documents. The platform pulls data from W-2s, 1099s, K-1s, brokerage statements, and over 100 other document types, including blurry photos and handwritten organizers. The tool generates workpapers for each return, allowing teams to collaborate, flag fields, assign items, and track progress. Every data point is linked back to its source document for traceability. Juno also integrates directly with popular tax software like Drake, Lacerte, ProConnect, and CCH Axcess, pushing hundreds of fields in minutes. It identifies mismatches between source documents and return fields, flags potential errors, and highlights changes from prior years to assist reviewers.

Key Features

Automated data extraction from 100+ document types (W-2s, 1099s, K-1s, etc.)
Generation of collaborative workpapers with source document links
Direct integration with tax software (Drake, Lacerte, ProConnect, CCH Axcess)
Error flagging and mismatch detection between source docs and return fields
Comparison with prior year returns to highlight changes
Support for 1040s and business returns (1120, 1120-S, 1065)

Pros

Reduces time spent per return by up to 50%
Allows administrative staff to handle up to 90% of prep work
Ensures data accuracy by linking every number to its source document
Integrates directly with existing tax software, eliminating re-keying
Identifies potential errors and mismatches for reviewers
Helps firms scale capacity without increasing manual labor

Cons

Pricing information is not publicly available on the website
Requires integration with specific tax software, which might limit flexibility
Specific details on AI models or underlying technology are not provided
No explicit mention of mobile app availability
Limited information on supported languages beyond English

Use Cases

Automating data entry for tax returns
Streamlining workpaper generation and review
Improving accuracy and reducing errors in tax preparation
Increasing efficiency and capacity during tax season
Facilitating collaboration among tax teams

Best For

Modern tax firms
CPAs and tax professionals
Accounting firms
Tax preparers looking to automate grunt work
Firms experiencing burnout during tax season

Integrations: Drake, Lacerte, ProConnect, CCH Axcess, TaxDome, K1x

Platforms: Web

Watch demo on YouTube ↗

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