Juno + Canopy: tax prep, without the handoff
Documents come into Canopy from your client. Juno picks up the prep from there: extracting the data, generating a review-ready Binder, then pushing everything into your tax software. The workflow runs from intake to filing without the manual data entry that usually sits in the middle.
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Why Canopy firms use Juno
Canopy gives your firm the structure to manage client relationships and document workflows. Juno automates the prep work that sits between those documents and your tax software. Together, Canopy firms get a complete workflow from intake to filing where the manual middle stops being manual.
Practice management meets tax prep automation
Canopy runs intake, document workflows, billing, and more. Juno runs the prep work in between. One workflow, two tools doing what each is built for.
Data goes from Canopy to your tax software
Juno extracts data from 100+ document types, including W-2s, 1099s, K-1s, Schedules C and E, and pushes it to Drake, Lacerte, ProConnect, CCH Axcess, and more.
Get back the hours that used to go into manual entry
Manual data entry into tax software is painful and time-consuming. Juno does that work, so your team gets those hours back to take on more returns.
Client docs go from Canopy to Juno
Source documents in a Canopy client folder go to Juno for prep. No downloads, no re-uploads, no jumping between systems.
Juno reads anything your client sends
Juno extracts data from 100+ document types, including W-2s, 1099s, K-1s, Schedules C and E, and the blurry iPhone photo your client sent at midnight.
Juno builds the workpaper, flags what needs review
Juno generates a review-ready workpaper inside its Binder. Source-to-return mismatches, prior year changes, and missing docs get flagged for your team.
Data pushes into your tax software
Juno pushes the extracted data into Drake, Lacerte, ProConnect, CCH Axcess, and more. Nothing moves until you say it's ready, and when it does, 100s of fields land in minutes, not the hour it takes by hand.
Resources
How firms are putting Juno + Canopy to work
How the Juno + Canopy Integration Works
Partners
Client docs to review-ready in under 90 seconds: Joe Manzelli's Juno + Canopy workflow
Partners
Canopy + Juno: practice management meets tax prep automation
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 ...
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