Juno + Firm360: documents move, you don't have to
Juno automates tax prep from source documents to your tax software. Send documents from Firm360 with one action. Juno reads them, builds a review-ready workpaper, and pushes the verified data into your tax software. Processing happens as documents arrive, so your workflow keeps moving.
One action from Firm360 to Juno
Select documents in Firm360's document section and send them to Juno. Individual or in bulk. Your team stays in Firm360.
Juno reads anything you send
Juno extracts data from 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 builds a document checklist so your team knows exactly what's still needed before the return goes out.
Verified data into your tax software
Juno builds a review-ready workpaper inside its Binder, flags source-to-return mismatches, and pushes the extracted data into Drake, Lacerte, ProConnect, CCH Axcess, and more.
Why Firm360 firms use Juno
Firm360 is where your clients and documents live. Juno takes the prep from there. Together, Firm360 firms will get a workflow that runs from client intake through filing without anyone moving documents by hand.
Built by CPAs who ran their own firms
Firm360's founder is a partner at an accounting firm. Juno's founder ran his own. Two products designed by people who lived the workflow.
Data goes into your tax software
Juno extracts data from 100+ document types, including W-2s, 1099s, K-1s, Schedules C and E, balance sheets, and P&Ls. The data pushes to Drake, Lacerte, ProConnect, CCH Axcess, and more.
One less step at the start of every return
The download-and-re-upload loop is done. Your team's morning starts inside Firm360, not switching between it and something else to get prep going.