AI tax prep, built for Lacerte firms
Juno integrates with Lacerte to automate the prep work between source docs and a filed return. Juno extracts data from W-2s, 1099s, K-1s, balance sheets, and 100+ other document types, builds a review-ready Binder, flags mismatches for your judgment, then types the return into Lacerte field by field.
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Why do Lacerte firms run Juno on Lacerte?
Built by a CPA, proven in Lacerte
Dave Haase, Juno's founder, built the tool. His firm still runs Juno every day. The Lacerte integration was beta-tested by Lacerte firms before launch, and used by 100s of Lacerte firms today.
Built for the way Lacerte firms work
Juno's export enters data automatically into Lacerte's fields. Works with desktop Lacerte and Lacerte instances hosted by RightWorks, Verito, or AWS.
Automates 95% of data entry into Lacerte
Juno automates 95% of the data entry into Lacerte. The fields you'd normally key by hand into Lacerte screens? Juno enters them for you. You can stop doing data entry and start doing review.
"We did the 1099s and the composites in Lacerte, and everything was fantastic."
Dan
Founder, ~2,500 Returns/Year
"I imported W2s and a brokerage statement, and it picked up everything: the company info, the federal ID number. Putting it into Lacerte, it works perfectly."
Carlos
Tax Preparer, ~200 Returns/Year
"When I came across Juno and saw it actually worked with Lacerte, that was huge. Most AI tax tools won't touch Lacerte. Now I can run my firm without burning out every busy season."
Chad, CPA
~600 Returns/Year
"With Juno, I'm no longer sitting here typing box numbers. I'm reviewing, and that's a completely different job."
Yehuda, EA
Owner, Scaling Firm
"We did the 1099s and the composites in Lacerte, and everything was fantastic."
Dan
Founder, ~2,500 Returns/Year
"I imported W2s and a brokerage statement, and it picked up everything: the company info, the federal ID number. Putting it into Lacerte, it works perfectly."
Carlos
Tax Preparer, ~200 Returns/Year
"When I came across Juno and saw it actually worked with Lacerte, that was huge. Most AI tax tools won't touch Lacerte. Now I can run my firm without burning out every busy season."
Chad, CPA
~600 Returns/Year
"With Juno, I'm no longer sitting here typing box numbers. I'm reviewing, and that's a completely different job."
Yehuda, EA
Owner, Scaling Firm
"We did the 1099s and the composites in Lacerte, and everything was fantastic."
Dan
Founder, ~2,500 Returns/Year
"I imported W2s and a brokerage statement, and it picked up everything: the company info, the federal ID number. Putting it into Lacerte, it works perfectly."
Carlos
Tax Preparer, ~200 Returns/Year
"When I came across Juno and saw it actually worked with Lacerte, that was huge. Most AI tax tools won't touch Lacerte. Now I can run my firm without burning out every busy season."
Chad, CPA
~600 Returns/Year
"With Juno, I'm no longer sitting here typing box numbers. I'm reviewing, and that's a completely different job."
Yehuda, EA
Owner, Scaling Firm
Pulls data from source docs
Juno's AI tax prep pulls data from W-2s, 1099s, K-1s, balance sheets, and 100+ other document types. Blurry iPhone photos, 40-page combined uploads, handwritten organizers. If your client sent it, Juno reads it. Validate in a few minutes, not hours.
Instantly creates the Binder
Juno automates tax workpaper preparation for every return. Your team can flag fields, assign items to each other, and track what's been done and what's left to do. Every data point links back to the source doc, so you're never guessing where a number came from.
Map your Lacerte forms exactly how you want
Each return, you decide how every form maps to Lacerte. Juno tracks what's already been exported, so your team always knows where each return stands.
Pushes data into Lacerte
Approved data flows directly into the right fields in Lacerte. No retyping. No copy-paste. The data lands in minutes, instead of the hour it takes by hand.
Flags what needs your judgement
Juno's AI tax review compares source docs to what landed in Lacerte and surfaces mismatches: a missed state return, a typo, income on the wrong line. It also checks prior year and shows what changed, so reviewers see real exceptions instead of re-checking every line.