Automates tax preparation, research, and advisory tasks
Saves tax professionals hours per day
Provides accurate calculations and recommendations
Ideal for CPAs and tax firms seeking efficiency
What is Juno
Juno is an AI-powered assistant designed for tax professionals, automating tasks in tax research, preparation, and advisory. It helps accountants and CPAs save time by handling tax calculations, generating projections, entering data from source documents, and checking for errors and inconsistencies. Juno falls under the category of AI Tax Preparation and Advisory Tools.
Key Features
Automated Tax Calculations: Juno calculates and compares tax planning scenarios, providing accurate projections and summaries.
Tax Advisory Assistance: Recommends potential tax strategies tailored to any client by referencing client data.
Data Entry Automation: Enters data from source documents into returns, saving time on manual data entry.
Error Detection: Flags errors, inconsistencies, and missing information in tax documents.
Integration with Tax Software: Pushes source document data directly to your tax software.
Who is Juno for?
Certified Public Accountants (CPAs)
Tax Professionals and Advisors
Accounting Firms
Tax Preparation Services
Financial Planners focusing on tax strategy
Key Use Cases & Applications
Automating tax preparation to save hours per return
Providing clients with accurate tax projections and strategies
Reducing errors through automated data entry and error detection
Speeding up tax reviews with AI assistance
Improving client communication with quick, accurate answers to tax questions
Pros
Saves significant time on tax preparation and advisory tasks
Automates data entry from source documents
Provides accurate tax calculations and projections
Offers error detection to ensure accuracy
Includes a free trial for new users
Cons
Reviewer feature is coming soon and not yet available
Requires adaptation to integrate into existing workflows
Pricing Info
Preparer $30/return
Best for automating data entry and tax prep.
Enters data from source documents into returns
Builds full workpapers in seconds
Handles state and federal K-1s
Flags errors and inconsistencies
Pushes source document data to tax software
Reviewer Included
Learns your firm's review process
Checks source documents and prior year returns
Flags errors, inconsistencies, and missing information
Gives side-by-side comparisons to source docs for you to check
Advisor Included
Included with Preparer and Reviewer.
References client data
Recommends potential tax strategies for any client
