Practical articles on tax workflow management, automation, and firm operations for modern accounting teams.
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 ...
Juno Team
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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.
The short version The hardest tax documents are where extraction accuracy gets tested. For us, that means brokerage statements that run hundreds of pages, ...
Better tools deserve to talk to each other There are more good tools available to tax firms than ever before. Practice management systems like Canopy give ...
Your hosting environment and your tax prep tools work better when they're working together. That's the idea behind our new partnership with Verito.
If you prep business returns, you already know where the time goes. And it's not the tax decisions.
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Today, we're officially launching the Modern Tax Pros community.