Juno + Karbon: source docs to tax software, automated
Juno automates tax prep from source documents to your tax software. Set the integration up once. Juno pulls source documents from your Karbon work items, extracts the data, builds a review-ready workpaper, and pushes the verified data into your tax software. Your team gets hours back, accuracy goes up, and your firm takes on more returns without adding headcount.
Set it up once
Paste a Karbon API key into Juno and map your work item template. Clients within the work items sync into Juno from there.
Karbon work items become Juno tax preparations
When a new work item is created in Karbon, the client and work item auto-populate in Juno as a tax preparation. No clicks required.
Documents flow from Karbon to Juno
Documents on a Karbon work item flow into Juno. Juno reads 100+ document types, from W-2s and K-1s to balance sheets, P&Ls, and the blurry iPhone photo your client sent at midnight.
Data pushes 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. 100s of fields in minutes.
Why Karbon firms use Juno
Karbon firms run their work through Karbon. Juno automates the prep work that happens against the documents collected there. Together, Karbon firms will get a complete workflow from engagement through filing where the prep step stops living in a separate tool.
One workflow, two tools doing what each is built for
Karbon runs engagements, work items, and document tracking. Juno runs the prep in between. Two tools doing what each is built for.
Data goes into the tax software you already use
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.
Get back the hours that used to go into manual entry
Manual data entry into tax software takes hours per return. Juno does that work, so your team gets those hours back.