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Juno

juno.tax ↗

By TruePrep Inc. (dba Juno)

Juno is AI tax-preparation software for accounting firms that extracts data from client source documents, builds review-ready workpapers, flags source-to-return mismatches, and pushes validated data into professional tax software.

Finance & OperationsPublic web research
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Snapshot

Continue to About ↓
What it does
  • Juno is AI tax-preparation software for accounting firms that extracts data from client source documents, builds review-ready workpapers, flags source-to-return mismatches, and pushes validated data into professional tax software.
More detail
  • It covers 1040s and business returns (1120, 1120-S, 1065) and bundles a planning/advisory module.
Best for
  • US tax firms preparing 1040s and business returns that already run Drake, Lacerte, ProConnect, ProSeries or CCH Axcess and want staff shifted from keying to review.
More detail
  • Firms of roughly 100 to 2,500+ returns per year, with custom pricing above 2,500.
Pricing
  • One flat per-return price, the same for 1040s, business returns, multi-state and K-1s, with volume discounts as return count rises and custom pricing above 2,500 returns.
More detail
  • The actual dollar rate per return is not published as a fixed figure — it appears only in an interactive slider — so the list pri
Main limitation
  • Firms outside the US or on tax software not on the published integration list, since support there is unconfirmed.
More detail
  • Also a poor fit for buyers wanting a compliance or advice guarantee — the terms state Juno is not a substitute for professional judgment and the vendor is not liable for the firm's preparation or review.
Record
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Reviewed
Evidence
Public web research

About

  • Juno is AI tax-preparation software for accounting firms that extracts data from client source documents, builds review-ready workpapers, flags source-to-return mismatches, and pushes validated data into professional tax software.
  • It covers 1040s and business returns (1120, 1120-S, 1065) and bundles a planning/advisory module.

What it helps with

Capabilities

A practical view of what is available and where limitations apply.

OfferingAvailableDetail
Source document data extraction YesVendor states extraction from 97 document types (homepage says 100+), including W-2s, 1099s, K-1s, Schedules C/E, brokerage statements and QuickBooks/Xero financials; handles blurry photos, combined uploads and handwritten organizers
Auto-generated Binder workpapers YesWorkpapers built from extracted data with source-document linking, annotations, field assignment and review tracking
Reviewer exception flagging YesCompares source docs to return fields, surfaces mismatches, prior-year comparison and custom firm review rules
Advisor planning module YesTax strategy scenarios, projections, cited answers, client slide decks and email drafts, per the pricing page
Direct push to tax software YesPushes validated data into Drake, Lacerte, ProConnect, ProSeries, CCH Axcess and others; nothing moves without user sign-off
Business returns (1120, 1120-S, 1065) YesPriced the same per return as 1040s per the vendor
SOC 2 certification YesVendor-stated on the About page, with encryption in transit and at rest; not independently verified here
Non-US jurisdiction support UnknownNo evidence of support outside US federal return types
Independently verified performance metrics Unknown95% data entry automated, 10-minute processing and 50% less time per return are vendor claims only; no independent reviews were located
Compliance or advice guarantee NoTerms state the service is not a substitute for professional advice and the vendor is not liable for the customer's tax preparation or review

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juno.tax
Technical profile details
Record ID01ad0709-15cf-4a79-a712-6aeb6b336a7bCanonical URLhttps://profiles.scribble.network/listing/juno-01ad0709