Automate tax prep grunt work for your firm. Juno handles data entry from source docs to tax software, freeing your team for higher-value work.
Built by a CPA, Juno automates 1040s and business returns (1120, 1120-S, 1065) with up to 95% data entry automation.
Top AI for Accounting, Bookkeeping & Tax picks
See all 93 AI for Accounting, Bookkeeping & Tax tools →For US-based accounting and tax firms, Juno is a leading AI tax preparation tool. It automates data extraction from over 100 US tax documents (1040s, 1120s, K-1s), creates digital binders, and pushes data directly into major US tax software like Drake, Lacerte, and CCH Axcess. Its entire workflow is optimized for the US tax system.
Your workflow, automated
Before & After
Manually keying in data from hundreds of PDFs and source documents for hours.
2-3 returns per dayReviewing AI-extracted data and pushing it directly to tax software in minutes.
6-9 returns per dayTry it with these prompts
Copy any prompt and paste it directly into the tool.
Extract all relevant tax data from the uploaded W-2s, 1099s, and K-1s. Identify income, withholding, and any other pertinent fields. Present the extracted data in a structured format for review.
Create comprehensive tax workpapers based on the provided source documents and extracted data. Ensure all data points are linked back to their original source documents for auditability. Organize workpapers by client and…
Compare the extracted tax data against the prepared return fields to identify any mismatches or discrepancies. Flag potential errors such as missed state returns, typos, or income reported on the incorrect line. Also, hi…
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Works with your existing stack
How it compares
Juno distinguishes itself from legacy OCR tools by providing a complete, end-to-end workflow, not just data extraction. While older tools might pull numbers from a PDF, Juno builds an entire collaborative workpaper, flags discrepancies for review, and critically, pushes verified data directly into tax software like Lacerte or CCH Axcess. Pick Juno for an integrated platform experience that minimizes re-keying and review cycles. Opt for a simpler OCR tool only if your primary need is basic data extraction without the downstream workflow automation.
Is it worth it?
Why Accounting, Bookkeeping & Tax choose this tool
Key Use Cases
Juno offers a powerful, end-to-end solution for automating tax prep, from messy source docs to final software entry. Its strength lies in its transparent, CPA-designed workflow and flat-rate per-return pricing. The main trade-off is its focus on specific tax software integrations; firms using unsupported software won't be able to leverage the direct data push feature.
Frequently asked questions
How does Juno pricing work?
What's included in a Juno plan?
What counts as a “tax return” for pricing?
Is Juno available for tax professionals in the UK or Canada?
Can Juno handle state tax returns for all US states?
Is Juno suitable for solo practitioners or just large firms?
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Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.
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Take it with you
- **What You'll Learn:**
- How to upload messy client source documents.
- How to use the AI-generated Binder for review.
- How to flag items and collaborate with your team.
- How to check for AI-surfaced errors.
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About Juno
Full Description
Juno is a tax preparation automation platform for modern tax firms. It automates data extraction from over 100 document types, creates digital workpaper binders, and pushes data directly into major tax software. Built by a CPA, it's designed to reduce manual data entry, scale firm capacity, and help reviewers catch errors faster.
Editorial Verdict
Juno offers a powerful, end-to-end solution for automating tax prep, from messy source docs to final software entry. Its strength lies in its transparent, CPA-designed workflow and flat-rate per-return pricing. The main trade-off is its focus on specific tax software integrations; firms using unsupported software won't be able to leverage the direct data push feature.
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