Tax season is coming fast, and this release is all about giving you more leverage when the workload spikes. Today we are announcing a set of updates that streamline prep, speed up review, and make advisory smoother than ever.
Binder is now live and included free this tax season. CCH Axcess integration is officially supported. Reviewer gets smarter with new prior year context. Advisor generates client ready presentations in seconds. And Juno is now SOC 2 certified to give you even more confidence in the tools you rely on every day.
Let’s walk through what is new and how it can help your firm stay ahead of the busy season rush.
Binder Included Free This Tax Season
The Binder is officially live and built directly into your existing Juno workflow. It gives you a clean, structured, prep ready file the moment documents arrive.
You can annotate, mark up, and collaborate without switching tools. That includes:
- Tick marks and calculator tapes
- Notes, references, and sign offs
- In workflow collaboration for handoffs
- A binder that auto builds from uploaded client documents
Because the Binder lives inside the same platform your team uses for preparation and review, there is no separate login and no extra module to manage. It creates one smooth path from first upload to final review.
If you have been wanting to tighten your prep process for busy season, this is the perfect time to try Binder while it is included free this tax season.
CCH Axcess Integration
Juno now officially supports CCH Axcess, completing one of our most requested integrations.
What this means for your firm:
- Smoother onboarding for Axcess users
- Fewer handoffs and fewer steps
- One connected workflow from document intake to finished return
If you are already on Axcess or considering a switch, this is the ideal moment to see how Juno fits into your process.
Prior Year Review and Organizer Checks
Reviewer now surfaces the kind of context you normally get only from experienced staff or long time client relationships.
Prior Year Review
Did Sally’s 2023 carryover losses outweigh the extra taxes she now owes after moving to California? Did your client have a Fidelity 1099 MISC last year that they did not send this year?
The prior year view brings everything into one place by highlighting:
- Financial shifts year to year
- Missing or incomplete document sets
- Changes that need attention during review
It helps you catch issues before they turn into last minute headaches.
Organizer Checklist
Reviewer also checks organizer responses against the prepared return. It automatically flags:
- Missing income sources
- Life changes clients forgot to mention
- Numbers that do not match the return
Firms love this because it reduces reviewer workload, gives preparers a cleaner first pass, and makes it easier to catch issues earlier in the process.
Advisor Slide Presentations
Advisor now generates client ready slideshow presentations right inside Juno. It packages planning scenarios and recommendations into a format you can deliver in minutes.
- No extra tools
- No copy paste work
- No rebuilding slides manually
If you want advisory conversations to feel polished without the extra effort, this feature makes it simple.
SOC 2 Certification
Juno is now SOC 2 certified. Combined with IRS Section 7216 compliance, anonymization of client data, zero retention AI partners, and end to end encryption, it gives you the level of protection you would expect from a firm built by a CPA.
Security stays invisible so you can focus on your clients.
Tax season may be coming fast, but with these updates your team gets more clarity, more leverage, and fewer late nights. Want to see the Binder, Axcess integration, or prior year tools in action?
Book a demo to get a guided walkthrough.