The problem we're solving
There's a problem in this industry that's been ignored for 20 years. Your systems don't talk to each other.
Practice management. Document management. Tax software. Client portal. Communication tools. Every one of them does its job. The space between them is where hours go to die.
Firms tell us all the time: "We just have too many systems that don't talk to each other." It's not hard work. It's invisible work that makes every return take longer than it should. The real cost is the risk. Every time data moves between systems by hand, something can drop. A document gets missed. A status doesn't update. A note from a client never makes it from the intake tool to the preparer's screen.
This calendar year, we're making a big push at Juno to connect the systems firms already use. Practice management, document management, tax software. Real integration, not just partnerships.
The Juno + Karbon integration is one of those connections.
Juno automates the grunt work between source documents and your tax software. For a Karbon firm, that means the data work happens against the work items your team already runs. Source documents flow into Juno, get extracted and verified, and the data lands in Drake, Lacerte, ProConnect, CCH Axcess, and more.
Set it up once. Every Karbon work item triggers the data work in Juno automatically: source documents pulled in, data extracted, workpaper built, verified data pushed into your tax software.
We're heads-down building it now. Get on the waitlist for early access.
How the Karbon + Juno integration works inside your firm
Before this integration, a Karbon work item collects documents and tracks status. The actual prep happens somewhere else: a preparer opens each document by hand, types the data into your tax software, checks the math, fixes mistakes, repeats. Multiply that across every client, every work item, every season. The hours add up fast.
After this integration:
- Set up in minutes. Paste a Karbon API key into Juno and map your work item template. Clients within the work items sync into Juno from there.
- New work items auto-create tax preparations. When your team creates a work item in Karbon, it shows up in Juno as a tax preparation. No clicks required.
- Documents flow in as your team adds them. Documents attached to a Karbon work item flow into Juno on their own. Juno reads 100+ document types, from W-2s and 1099s to K-1s, Schedules C and E, balance sheets, and P&Ls.
- Verified data pushes into your tax software. Juno builds a review-ready workpaper inside its Binder, flags source-to-return mismatches and prior year changes, and pushes the data into Drake, Lacerte, ProConnect, CCH Axcess, and more.
The work item stays the unit. The prep happens around it.
Why we built the Karbon + Juno integration
Karbon's work-item model is one of the cleanest mental models for how a tax firm actually operates. Every engagement is a unit. Every document attaches to that unit. Every team member sees status against the same shared piece of work.
What happens inside those documents is a different problem. The work item knows the documents exist. The work item knows what stage the engagement is in. Reading what's actually on page 3 of a K-1 is the part Juno picks up.
This integration is the first time both happen as one motion: the work flowing through Karbon, the prep automated by Juno, and the verified data landing in your tax software.
Is the Karbon + Juno integration right for your firm?
The firms that get the biggest unlock from this integration are the ones running enough work through Karbon that the manual prep step has become the bottleneck. If your team has built clean work item templates and still types data into your tax software by hand on every return, this is for you. Juno currently pushes prepped data into Drake, Lacerte, ProConnect, CCH Axcess, and more.
What's coming next
We're starting with the data work. More to come as we hear from firms using the integration.
If you're a Karbon firm doing tax prep and you want to be first in line, sign up for the waitlist. Not on Juno yet? Start a free trial. 5 free returns, no credit card.
