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How to Connect Juno to Firm 360

This article walks you through how to connect Firm 360 to Juno

The Juno and Firm 360 integration streamlines tax preparation by connecting your Firm 360 clients and documents directly to Juno. Once connected, your team can push documents from Firm 360 to Juno and track processing in real time.

Important Note: If you are not an Admin in your Firm 360 account you will need a member of your team with Admin access to integrations in order to complete the below steps.

Step 1: Navigate to Integrations Page

To get started, within your Firm 360 account, navigate to “Settings” within the Admin section of your navigation panel and select a Integrations.

Toggle Enable Juno Integration

Navigate to Integrations in the Admin section of your navigation panel.

Step 2: Click Connect to Juno

If your firm has an existing Juno Account:

For existing Juno users upon clicking “Connect to Juno” you’ll be prompted to log in to your Juno account. Upon doing so or if you are already logged in the below modal will display. Click “Authorize & Continue” to establish the connection.

 

If your firm does not have an existing Juno Account

If your firm wants to try the Juno <> Firm 360 integration you can do so as part of the 7 day Juno free trial.

Start your free trial by selecting how you would like to create your account.

 

Upon completing the Juno Sign Up flow, authorize the connection between Juno and Firm 360 by clicking “Authorize & Continue”

Want to learn more about Juno’s free trial? Check out our Juno Free Trial FAQs article

Step 3: Start Sending Documents

Upon establishing the connection between Firm 360 and Juno a success message like the one below will display.

For next steps please see our “Sending Documents from Firm 360 to Juno” article.