Juno tax

Founded by Sunny Shah

Automate tax preparation, workpapers, and data entry from client documents

Pricing model

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Juno to automate the repetitive manual work of tax preparation and review. It extracts data directly from tax forms, financial statements, and client documents, including W-2s, 1099s, and K-1s. Juno automatically compiles digital workpapers where team members can trace every figure back to source files. Once reviewed and verified, it transfers the tax data directly into your tax filing software without manual re-keying, while flagging mismatches, errors, and missing documents.

What Juno tax does

Extract data from client tax documentsGenerate digital tax workpaper bindersPush tax figures into tax softwareFlag mismatches between source files and returnsCompare current filings to prior year dataTrack missing client tax documentsAssign and review tax workpaper tasksExtracts data from over 100 tax document types including blurry photosGenerates digital workpaper binders linked directly to source documentsPushes data directly into major tax software programsFlags mismatches, missing returns, and typos automaticallyCompares current data against prior year tax returns to spot changesTracks missing client files with an expected document checklistAllows team collaboration with field flagging and task assignments

Pricing breakdown

Pricing model: Free trial

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