One less step at the start of every return
The first thing a preparer does with a new client is grab their documents. In practice, that means switching tabs, downloading files from Firm360, uploading them somewhere else, and hoping nothing gets lost along the way. Multiply that across every client and every wave of documents and the loop repeats hundreds of times a season.
We're building the Juno + Firm360 integration to end that loop.
When the integration is live, a preparer working in Firm360 will select documents in the document section and send them to Juno with one action. Juno reads them, builds a review-ready workpaper, and pushes the verified data into Drake, Lacerte, ProConnect, CCH Axcess, and more. And if a prior year return is available, Juno flags what's still missing so nothing gets forgotten before filing.
We're heads-down building it now. Sign up for the waitlist for early access.
Why we partnered with Firm360
Firm360's founder is a partner at an accounting firm. Their leadership visited that firm to see the workflow up close before this partnership came together: the copy-paste dance, the tab-switching, the manual typing when paste doesn't even work. That's the same set of problems Juno was built to remove.
Both companies serve small to mid-sized tax firms. Both are led by people who lived the pain. That shared credibility is why this integration is happening.
More than 5,000 accounting professionals already use Firm360 to manage their client work. Adding Juno on top of that removes the biggest source of friction at the start of every return.
What the integration will do
Send documents from Firm360 to Juno with one action. Select documents in Firm360's document section and send them, individually or in bulk. Your team stays in Firm360.
Juno reads what you send. Data extraction across 100+ document types, from W-2s and K-1s to balance sheets, P&Ls, and the blurry iPhone photo your client sent at midnight.
Juno flags what's still missing. If a prior year return is available, Juno generates a document checklist so your team knows exactly what's still needed before the return goes out.
Verified data pushes to your tax software. Juno builds a review-ready workpaper inside its Binder, flags source-to-return mismatches and prior year changes, and pushes the extracted data into Drake, Lacerte, ProConnect, CCH Axcess, and more.
Who this is for
This integration is being built for Firm360 firms doing tax prep on Drake, Lacerte, ProConnect, CCH Axcess, and more. The firms that will benefit most are the ones running enough work through Firm360 that the download-and-re-upload step has become the most annoying part of the workday.
What's coming next
We're starting with the send-and-process flow. More to come as we hear from firms using the integration.
If you're a Firm360 firm doing tax prep and you want to be first in line, sign up for the waitlist.
