WEBINAR
Juno Bootcamp
On Thursday, September 24 at 12:00 pm ET, we're running a 1-day Juno bootcamp, live. We'll start from the ground up: how to get set up, how a pile of source docs becomes a review-ready workpaper, and what to do so it stays clean once volume picks up. Then we pick up after the return is already run, with the upgraded workflows and the advanced pieces most firms never get to. We'll end with your questions answered, and you'll leave ready for extension season.
Agenda
Get set up. Where to start, how to configure your account, and what to do before the first return goes in.
Source docs to workpaper. Watch a pile of docs, including the 40-page combined upload, become a review-ready workpaper.
After the return is run. Push to your tax software, review the source-to-return flags, and see what changed from last year.
The advanced stuff, plus your questions. The upgraded workflows most firms never get to, and how to keep it all clean once volume picks up.
Your Hosts
Dave Haase, CPA
Founder & CEO, Juno
Josh Hunter, CPA
SOLUTIONS ADVISOR, JUNO
Register now
BUILT BY A CPA. TRUSTED BY 1000s MORE.