About
Juno is a purpose-built tax prep automation platform that takes firms from raw client source documents all the way to populated tax software returns — with minimal manual effort. The platform handles the four core stages of tax preparation: data extraction, workpaper creation, tax software integration, and intelligent review flagging. In the first stage, Juno reads W-2s, 1099s, K-1s, brokerage statements, and 100+ other document types — including blurry photos and handwritten organizers — and pulls structured data within minutes. Next, it auto-generates a collaborative binder where team members can flag fields, assign tasks, and trace every data point back to its source document. Third, Juno pushes data directly into Drake, Lacerte, ProConnect, CCH Axcess, and other major tax platforms — no re-keying or export files needed. Finally, Juno's review engine compares source docs against return fields to surface mismatches, missed state returns, and year-over-year changes so reviewers focus on real exceptions rather than re-checking every line. Juno is ideal for tax firms of all sizes looking to scale capacity without proportional headcount growth. Customers report preparing 2–3x more returns per day, onboarding new hires to full productivity within a week, and reclaiming time lost to repetitive data entry during busy season. With full audit trails and human sign-off at every step, Juno keeps tax pros in control while eliminating the grunt work.
Key Features
- Intelligent Source Document Extraction: Automatically reads and extracts data from W-2s, 1099s, K-1s, brokerage statements, and 100+ document types — including blurry photos and handwritten organizers.
- Collaborative Workpaper Binder: Generates a structured workpaper for every return where team members can flag fields, assign tasks, and trace every number back to its source document.
- Direct Tax Software Integration: Pushes hundreds of fields directly into Drake, Lacerte, ProConnect, CCH Axcess, and more — no re-keying, no export files, nothing moves without sign-off.
- Automated Review & Error Flagging: Compares source documents against return fields to surface mismatches, missed state returns, typos, and year-over-year changes so reviewers focus on real exceptions.
- Full Audit Trail & Human Oversight: Every data point is traceable and nothing moves without preparer sign-off, keeping firms compliant and in control of every return.
Use Cases
- A CPA firm uses Juno to onboard a new hire who reaches full productivity within the first week, processing 8–10 returns per day from day one.
- A solo tax practitioner reduces their 60-hour busy-season weeks by automating data entry from client documents, cutting prep time to under 10 minutes per return.
- A mid-size firm absorbs the sudden loss of two reviewers mid-season by leveraging Juno's automated review flagging so remaining staff focus only on real exceptions.
- A tax firm owner delegates the majority of 1040 prep to administrative staff using Juno's guided binder workflow, reserving CPA time for advisory conversations.
- A growing firm scales its return volume without additional hires by using Juno to automate source document extraction and direct push to their existing tax software.
Pros
- Dramatic Time Savings: Reduces average return prep time to about 10 minutes, enabling preparers to handle 2–3x more returns per day during busy season.
- Works With Your Existing Software: Integrates directly with major tax platforms like Drake, Lacerte, ProConnect, and CCH Axcess — no workflow disruption or tool replacement required.
- Built by a Practicing CPA: Designed with real firm workflows in mind, making it practical and deeply aligned with how tax professionals actually work.
- Transparent & Traceable: Every extracted data point links back to its source document, giving reviewers full confidence and eliminating guesswork at 10pm.
Cons
- Tax-Specific Use Case: Juno is purpose-built for tax preparation; it offers no value for accounting, bookkeeping, or other financial workflows outside tax prep.
- Freemium Limitations: Full access to all features and integrations likely requires a paid plan; pricing details are not fully transparent without signing up.
- US-Focused Platform: The platform is designed around US tax forms (1040, 1120, 1120-S, 1065), limiting its applicability for international tax practices.
Frequently Asked Questions
What tax forms does Juno support?
Juno supports individual returns (Form 1040) as well as business returns including Forms 1120, 1120-S, and 1065, covering both personal and entity-level tax preparation.
Which tax software does Juno integrate with?
Juno integrates directly with Drake, Lacerte, ProConnect, CCH Axcess, and several other major tax software platforms, pushing populated fields without any re-keying.
How accurate is Juno's data extraction?
Juno is designed to accurately read a wide variety of document types including W-2s, 1099s, K-1s, brokerage statements, and even handwritten organizers or blurry photos. Users report that accuracy saves significant time in both prep and review.
Does Juno require tax expertise to operate?
No — Juno is designed so that administrative staff can handle up to 90% of prep work, with tax professionals focusing only on judgment-based review and advisory tasks.
Is there a free trial available?
Yes, Juno offers a free trial. You can sign up directly on their website or book a demo to see the platform in action before committing to a paid plan.
