What It Does

Juno is an AI-powered tax preparation automation platform built specifically for accounting firms and tax professionals. It streamlines the entire tax prep workflow — from extracting data from source documents to generating workpapers to pushing completed returns directly into professional tax software. Designed by a CPA who experienced the pain of manual tax preparation firsthand, Juno automates repetitive grunt work while keeping human judgment at the center of every decision.

Who It's For & The Problem It Solves

Juno serves modern tax firms, CPAs, and tax accountants who are overwhelmed by manual data entry, long tax season hours, and the limitations of outsourcing. The platform addresses three core pain points: late nights spent typing data from PDFs, the difficulty of hiring and training qualified staff, and the error-prone nature of manual prep that leads to mistakes at 10pm. Instead of outsourcing prep work that often comes back wrong, Juno keeps preparation in-house with your team maintaining your quality standards.

Key Features & Capabilities

• Intelligent Document Processing: Extracts data from 100+ document types including W-2s, 1099s, K-1s, brokerage statements, and more — even from blurry iPhone photos or handwritten organizers
• Automated Workpaper Generation: Creates comprehensive binders with full traceability, allowing teams to collaborate, flag fields, and track progress
• Direct Tax Software Integration: Pushes hundreds of fields directly to Drake, Lacerte, ProConnect, CCH Axcess, and other major platforms — no re-keying required
• Built-in Error Detection: Compares source docs to return fields, flags mismatches, and performs prior-year comparisons to surface what changed
• Full Returns Support: Handles both individual returns (1040) and business returns (Forms 1120, 1120-S, 1065)
• Team Collaboration Tools: Enables markup, assignments, and status tracking across preparers and reviewers

Typical Workflows

Tax professionals upload client source documents, validate the extracted data in minutes rather than hours, review and mark up the auto-generated workpapers with their team, then push the completed return directly to their tax software. The platform claims users can complete returns in approximately 10 minutes on average, with new hires processing 8-10 returns per day within their first week. Admin staff can handle 90% of prep work, freeing CPAs to focus on review and client advisory.

Integrations

Juno integrates directly with major tax software platforms (Drake, Lacerte, ProConnect, CCH Axcess) and practice management tools like TaxDome and K1x.

What Differentiates It

Unlike black-box AI tools, Juno shows its work at every step — every number is traceable back to source documents, and nothing moves to tax software without explicit approval. The platform was built by a practicing CPA who understood the need for transparency and control in tax preparation. Firms report 50% time savings per return while maintaining full oversight and quality standards.