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Juno

4.4
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Juno helps tax professionals by automating manual, time-consuming tasks like tax research, calculations, and data entry. It frees up their time from double-checking documents and answering basic questions, allowing them to focus on more valuable client advisory work and avoid burnout, making tax season more manageable.

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OverviewFeaturesUse CasesFAQPricing

About Juno

Who It's For

Juno is for tax professionals and accounting firms dealing with long hours and manual tasks. It helps those who want to spend less time on routine work and more on giving clients strategic advice, improving their work-life balance and business growth.

What You Get

With Juno, you can automate tax research, enter data from client documents, and easily spot errors. You also get tools to recommend tax strategies and project future taxes, saving you hours daily and making your firm more accurate and efficient.

How It Works

Juno has three main parts: Preparer, Reviewer, and Advisor. The Preparer quickly enters data and builds workpapers. The Reviewer checks documents for mistakes. The Advisor uses client data to suggest tax plans and create financial projections. It learns your firm's methods to simplify your workflow.

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Features & Capabilities

⚙️ Tax Preparation Automation

Automated Data Entry

Automatically enters data from source documents into tax returns.

Workpaper Generation

Instantly builds comprehensive workpapers for tax preparations.

K-1 Processing

Manages the processing of both state and federal K-1 forms.

Tax Software Integration

Integrates by pushing source document data directly to tax software.

🔍 Review & Verification

Smart Review Process Learning

Adapts and learns your firm's specific tax review procedures.

Document Error Detection

Checks source documents and prior year returns for errors and missing information.

Side-by-Side Comparison

Provides visual comparisons to identify and review flagged mismatches in detail.

💡 Advisory & Planning

Personalized Tax Strategy

Recommends potential tax strategies based on client data.

Tax Projection Summary

Generates and summarizes comprehensive tax projections.

Planning Scenario Comparison

Calculates and compares different tax planning scenarios for optimal advice.

Use Cases

Automating Tax Preparation Workflow

Tax preparers often face burnout from manual data entry, detailed calculations, and long hours during busy seasons. Juno streamlines this by automating data input from source documents, building workpapers, and handling complex tax forms, significantly reducing preparation time and freeing up professionals for higher-value tasks.

Tax & Accounting FirmsFor: Tax Preparer

Enhancing Tax Return Review and Quality Assurance

Manually reviewing tax returns is prone to human error and can lead to missed details, impacting client trust and firm compliance. Juno acts as an intelligent reviewer, learning firm-specific processes to check source documents against prior returns, flag inconsistencies, and provide side-by-side comparisons, ensuring higher accuracy and efficiency in the review process.

Tax & Accounting FirmsFor: Tax Reviewer

Empowering Proactive Client Tax Advisory

Tax professionals often lack the time to provide comprehensive, proactive tax planning and strategic advice to clients due to heavy compliance workloads. Juno transforms this by referencing client data, recommending personalized tax strategies, and instantly generating projections and scenario comparisons, allowing advisors to deliver strategic value in real-time during client consultations.

Tax & Accounting FirmsFor: Tax Advisor

Optimizing Seasonal Workload Management

Accounting firms struggle to manage the demanding seasonal workload and unexpected staffing changes, leading to long hours and potential service disruptions. Juno provides a scalable solution by automating key preparation and review tasks, enabling firms to handle higher client volumes with fewer resources and ensuring operational continuity even during peak periods or staff shortages.

Tax & Accounting FirmsFor: Accounting Firm Partner

Frequently asked questions

Tags

document processingtax accountant toolstax workflow automation

Specifications

Deployment
Browser
Cloud
Target Audience
Individual
Startup
Business
Complexity
No-code

Pricing

Juno Platform

Per one-time

$4000
  • Unlimited users for Preparer, Reviewer, and Advisor
  • Up to 100 individual returns
  • Free integration to TaxDome and your tax software
  • Includes setup and support
  • Automates data entry and tax preparation (Preparer)
  • Checks draft returns for mistakes (Reviewer)
  • Client-specific tax planning and advisory (Advisor)

✓ Free trial • ✓ Plans from $4000 / one-time

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