Tax Workpaper Preparation

Automate workpaper prep. Review together.

Binder automates tax workpaper preparation, building a clean structured binder from client documents and giving your team tax-specific markup tools inside the same workflow you use for prep and review.

Start Free Trial Book a Demo

TRUSTED WHERE YOU ALREADY WORK

Juno tax preparation dashboard interface

See it in Action

Dave Haase

CPA and founder of Juno

"I didn't build this because I love AI – I built it because I was tired of missing my kids' soccer games because of 14-hour days spent double-checking PDFs and answering one-off tax questions."

WHAT IT DOES

How Binder works

Builds a Prep-Ready Binder Automatically

Automatically creates a clean, structured binder from all uploaded client documents organized in tax return order so preparers can get started right away.

Includes Tax-Specific Markup Tools

Tick marks, calculator tapes, references, sign-offs, and all the annotation tools tax pros use every day - built directly into the workflow.

Annotates Without Leaving Your Workflow

Review documents, add notes, and mark up PDFs without switching tools or juggling separate software.

Supports Real-Time Collaboration

Your team can review, leave notes, and stay aligned during prep and review - all inside one shared workspace.

One Workflow One Login

Binder isn't bolted on. It lives alongside Juno's AI tax prep and AI tax review tools, so preparers and reviewers move from documents to data entry to review seamlessly with one login.

INTEGRATIONS

Plays Nicely With Others.

Juno syncs with the tax software and organizers you already use - no need to rethink all your other processes.

CUSTOMERS

Built by a real tax pro - and loved by 1,000s of others

Molly Sutz

BlueSky Wealth Advisors

“

Juno is an actual lifesaver - it makes tax season feel manageable. I used to do 2-3 returns a day manually, but I've since been able to double or triple that. What used to take me a week I can now do in a few days.

Bonnie Fenton

Golden State Accounting

“

When clients tell me something new on a call, I can create new plans and show them their best options while literally on the call with them. It's like hiring a junior accountant that gets strategy - not just math.

Josh Bennett

Vincere Tax

“

When we lost two reviewers right in the middle of our busiest period, I honestly wasn't sure how we were going to manage. Juno stepped in and saved us from what could have been a complete disaster.

FAQ

Frequently asked questions

Binder is a feature inside Juno that automatically builds a structured workpaper from your uploaded client documents. It organizes everything in tax return order so your preparer can start working immediately instead of spending 20 minutes sorting PDFs. Every data point in the workpaper links back to the source doc it came from.

It can. Binder includes tick marks, calculator tapes, references, sign-offs, and all the annotation tools you'd expect from a standalone workpaper product. The difference is it lives inside Juno's core workflow, so you're not juggling a separate login, a separate file structure, or a separate subscription. One workflow, one login.

Binder automatically classifies and orders uploaded documents in tax return order. Whether the client sends 1 neatly labeled PDF or a 40-page combined upload with W-2s, 1099s, and a K-1 mixed together, Binder sorts it into a clean, structured workpaper your team can start working from.

Yes. Binder supports real-time collaboration. Preparers and reviewers can leave notes, mark up documents, flag fields for a teammate, and track what's been reviewed, all inside the same shared workspace. No more emailing PDFs back and forth or wondering which version has the latest notes.

Binder includes tax-specific tools built for how firms actually work: tick marks, calculator tapes, cross-references between source docs and return fields, sign-offs, and freeform notes. These are built directly into the document view, not layered on as a third-party add-on.

They're designed to work together. Reviewer flags source-to-return mismatches and prior year changes; Binder gives you the annotated workpaper where your team resolves those flags. You move from flagged item to source doc to markup without switching tools.

Binder is included in every Juno plan. There are no feature tiers, no add-ons, and no separate workpaper subscription. If you're using Juno, you have Binder.

Seconds. Once your source docs are uploaded, Binder builds the structured workpaper automatically. There's no manual assembly, no drag-and-drop reordering, and no waiting for a batch process to finish. Your preparer opens a return and the workpaper is ready.

Yes. The workpaper Binder generates, with all annotations, sign-offs, and source doc links intact, serves as your documentation trail. Every number traces back to the original source, which is exactly what you want if a return gets pulled for review next year or a client calls with a question in August.