AI Tax Review

Speed up your review process and catch more errors

Reviewer learns your firm's review process, then checks source documents and prior year returns for errors, inconsistencies, and missing information

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Trusted by 1,000s across all types of software

WHAT IT DOES

Reviewer never gets sick of checklists - and spots what others might miss

Flags Mismatches To Check

Start by checking what Reviewer has already flagged based on comparing source docs to return fields.

Lets You Dig Into the Details

Click into any flagged item to see side-by-side fields, bounding boxes, and context - no hunting required.

Acts As Part Of Your Team

Assign fields to teammates, mark them as reviewed, and track progress - like digital checkmarks, but better.

Looks For Your Firm's "Gotchas"

Run firm-specific review rules to catch edge cases, missed savings, or high-risk issues before they become problems.

Verifies Final Return for Advisory

Upload a clean final return to unlock client-specific analyses and delivery letters from Juno's AI tax advisor.

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 firm owner – and loved by hundreds more

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.

Troy Wells

Blackhawk Accounting

“

Juno has totally elevated how we handle client returns. The data it pulls from source docs is actually accurate, which saves us a ton of time - not just when we're doing tax prep, but during review, too.

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

No. Reviewer does the mechanical first pass: source-to-return field matching, prior year comparisons, missing document checks, and inconsistencies across related forms. You do the judgment calls. Think of it as the part of review that doesn’t need a CPA, handled before it reaches your desk.

Reviewer compares source documents to return fields and flags mismatches: a W-2 wage that doesn't match the 1040, a missed state return, income landed on the wrong line, or a K-1 amount that shifted from prior year. It also runs prior year comparisons so you see what changed without re-checking every line yourself. Think of it as the first pass you'd do at 10pm, except it never gets tired and never skips a field.

Yes. Reviewer supports firm-specific review rules, what Juno calls "Gotcha checks." You define the edge cases, missed savings, or high-risk issues your firm cares about, and Reviewer runs those checks on every return. If your firm always double-checks basis on Schedule E rentals or flags missing estimated payments, you can build that into Reviewer so it catches those automatically.

Juno integrates with Drake, Lacerte, ProConnect, CCH Axcess, and more. Reviewer works within the same Juno workflow that pushes data to your tax software, so there's no separate setup or export step. The source-to-return comparison happens inside Juno before anything gets pushed.

Reviewer lets you assign flagged fields to specific teammates, mark items as reviewed, and track progress across the return. Your team can see what's been checked, what's still open, and who's responsible for each item. It works with Binder for integrated markup, so your whole review workflow lives in one place instead of across sticky notes, emails, and spreadsheets.

Firms using Juno report saving 2+ hours per return and cutting total time per return by 50%. The review step specifically gets faster because you're looking at real exceptions, flagged mismatches and prior year changes, instead of re-checking every line from scratch.