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AI Tax Prep Software

Handles 95% of data entry on your returns.

The promise of AI tax preparation software is simple: your team stops keying and starts reviewing. Juno reads every document your clients send and handles the data entry, from W-2s, 1099s, and brokerage statements for individual returns to QuickBooks and Xero financials for business returns. A review-ready workpaper builds automatically. Your team focuses on what actually needs their judgment.

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TRUSTED WHERE YOU ALREADY WORK

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cch axcess-1
taxdome
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Supported returns

1040s and business returns.
One platform, one price.

Prep 1040s and business returns in the same place, with the same team, at the same per-return price. No premium for complexity, no separate tool for entity returns.

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1040 Tax Returns

Tax prep automation for 1040s, from simple W-2 filers to complex returns with multiple schedules and K-1s.

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Business Returns

Forms 1120, 1120-S, and 1065. Connects to QuickBooks and Xero, handles reclassification and journal entries, and pushes to your tax software.

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The Problem

Growth is gated by how fast you can hire.

01

Taking on more clients means adding more people.

Every new client is more documents to read, more fields to key, more lines to check. The only way to grow is to add staff. Hiring takes months. Training takes longer.

02

Your best people are doing work that doesn't need them.

CPAs and EAs spend hours keying numbers that shouldn't need to be keyed at all. Senior reviewers check every line because the source data can't be trusted. That's not what they trained for.

03

Experienced tax staff are hard to find.

The pool of trained preparers is shrinking. Firms compete for the same people. And when you do hire, it takes a full season before they're productive.

THE SOLUTION

Your AI tax preparer that eats grunt work for breakfast.

From the first document upload to the final push to your tax software, here's exactly what Juno does at every step.
STEP 1: PULLS DATA FROM SOURCE DOCS

Source docs in, data entered. Automatically.

Juno connects to your existing tools and picks up documents as they arrive. 100+ document types: W-2s, 1099s, K-1s, Schedules C and E, brokerage statements, QuickBooks and Xero financials, and more. Every value links back to the source doc so your team can verify anything in seconds.
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Also works with

canopy icon karbon icon firm 360 icon qount icon financialcents icon smartvault-1 box-1 and more
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STEP 2: GENERATES WORKPAPER

A workpaper your whole team can mark up.

Juno builds a structured workpaper from the extracted data. Your team can annotate fields, assign items, add notes, and mark things as reviewed. All in one place. Nothing moves forward until it's been signed off.
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STEP 3: PUSHES TO YOUR TAX SOFTWARE

Gets the data where it belongs. 100s of fields you'll never type by hand.

Once your team has validated the return, Juno exports the data into your tax software. You open a draft return with every number already in the right field. No manual entry. No bridging files. No copy-paste from a separate workpaper.
Drake Software
Intuit Lacerte
Intuit ProConnect
CCH Axcess
+ more
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INTEGRATIONS

Plays Nicely With Others.

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

Intuit Lacerte
Drake Software
Intuit ProConnect
CCH Axcess
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CUSTOMERS

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

Molly Sutz
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
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
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

AI tax preparation software automates the data entry, workpaper generation, and error-flagging steps of the tax prep workflow, so preparers spend their time on judgment calls, not manual keying. Juno reads source docs including W-2s, 1099s, K-1s, and 100+ other document types, pushes directly to Drake, Lacerte, ProConnect, CCH Axcess, and more, and flags source-to-return errors before review.

Juno handles data extraction from source documents, workpaper assembly, first-pass source-to-return comparison, and the push to your tax software. The preparer owns reviewing flagged exceptions, making judgment calls, and approving each return before it goes anywhere. The CPA or EA is always the last line of review.

Most AI tax prep tools use a batch model: submit a complete file, wait for a return, pay for reruns if something changes mid-season. Juno processes documents in real time as they arrive. Add a document at any point and Juno updates the return immediately at no extra charge. Juno also includes a built-in first-pass review that surfaces real exceptions, so reviewers see a list of issues rather than checking every line.

Every data point Juno extracts links back to the original source document with bounding boxes and context, so the preparer can verify any number against its source in one click. Juno also flags source-to-return mismatches before review, so errors surface before they reach the CPA. Nothing moves to your tax software until your team has reviewed and approved it.

See how fast tax prep can be when Juno handles the grunt work.

7-day free trial. Start 5 free preparations. No credit card required.