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Big move
Business returns
3 forms now in every accountAnnounced in April and opened to every Juno firm at the end of May. Forms 1120, 1120-S, and 1065 are now in every account, no upgrade step.
How it works
- Connect QuickBooks or Xero once. Juno pulls the P&L and balance sheet directly.
- Pull source docs straight from your TaxDome client folders into the return.
- P&L categories auto-map to tax return categories with deduction rules baked in.
- The workpaper generates itself. Every number ties from source to field to return.
- Every time you reclassify a line or adjust an amount, Juno drafts the journal entry.
- Reviewer reads the whole return and surfaces what to look at twice.
"I'd been waiting for exactly this."
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New in December 2025
Binder
13 improvements shippedThe Binder launched on December 5, 2025: a structured workpaper binder generated automatically from your uploaded client docs, with tax-specific PDF markup, annotation, and team collaboration. We shipped improvements to it all the way through tax season.
What the Binder gained over the season
- Keyboard shortcuts across the full set, surfaced inside the toolbar on hover.
- Customizable sign-off levels from 1 to 6, set in Org Settings.
- Undo with Cmd+Z or Ctrl+Z for placements, moves, and deletions.
- Sign-offs render in front of the page title in the document tree, visible at a glance without scrolling.
- Show or hide empty folders.
- A movable, resizable calculator with calculator-style and equation-style number entry.
- Binder order updated to follow tax-return order.
- Auto-progress after sign-off. Sign off on a page, Juno moves you to the next step.
- Page rotation for landscape K-1s, sideways scans, and upside-down uploads, right inside the Binder.
- Redesigned drag-and-drop in the document tree. Selection groups clearly. Target folders highlight on hover.
- Resizable document tree.
- Bulk delete.
- Faster Binder performance across the board.
Major upgrade in March
Reviewer
10 capabilities addedReviewer became a better product this season, thanks to feedback from our community. In March, after a community thread told us the tool was over-flagging, we shipped a major update focused on confidence, including a review plan that gives you a summary of what's most important.
The upgraded Reviewer
- A new review plan that shows you what's left to do when you open a return.
- Higher-signal flagging. Fewer flags, more confidence behind each one.
- The Reviewer you would actually open mid-return.
Capabilities that landed in Reviewer across the season
- Year-over-Year summary generated inside Reviewer.
- Source-to-Return analysis.
- Gotcha Checks analysis improvements.
- Reviewer Custom Checks, customizable per organization.
- Reviewer-specific tutorial and dashboard UX upgrades.
- Issuer name in the Year-over-Year Documents Analysis tab.
- A separate workflow for Current Year Return, Prior Year Return, and Client docs.
Forms and workflow
Preparer
8 new forms, source-to-returnPreparer picked up a steady set of upgrades across the season, in both what it covers and how it works.
Form coverage
8 new tax forms supported source-to-return.
Form 1095-A
Health insurance marketplace. The most-requested form Juno had not added yet.
Form W-2G
Gambling winnings.
Form 5498
IRA contributions and rollovers, including back-door Roth conversions.
Form 5498-SA
HSA contributions.
Form 1099-Q
529-plan distributions.
Each one extracts source-to-return across Drake, Lacerte, ProConnect, CCH Axcess, and more.
3 new business return forms (see business returns section above): 1120 · 1120-S · 1065.
Plus better K-1 extraction across 1120-S and 1041, larger document handling, and general data validation improvements.
Workflow inside Preparer
- Duplicate doc flagging.
- Upload date column. See exactly when each document landed.
- Preparation Checklist replaced the static preparation PDF. Interactive checklist tied to the source doc, showing what got pushed and what still needs manual entry.
- A final extraction step at the end of every preparation that lays out how many fields got pulled, how many documents got processed, and what's left for you to look at.
- Assign preparations to a team member. Filter by assignee. Toggle to see only the work assigned to you.
- 2025 became the default year for all new preparations, with 2025 form support across the tax software integrations.
- Preparation navigation improvements throughout the season.
- Improved processing capability for larger documents.
- Improved document processing across upload, sort, and mapping.
- Clearer mapping visibility and CSV previews where needed.
New connections and deeper coverage
Integrations
6 new integrations, 2 coming soonJuno added new integrations this season across tax software, K-1s, accounting, and hosting, and went meaningfully deeper inside the integrations that were already there.
New this season
CCH Axcess
Went live in December as a new tax software integration. Client File Bulk Import supported on day one.
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K1x
Went live in January as an included integration for K-1 handling, with up to 25 K-1s per client at no additional cost this season.
QuickBooks
Now powering business returns. Connect once, pull the P&L and balance sheet directly into the return.
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Xero
Now powering business returns. Same direct pull, no exports or CSVs.
TaxDome for business returns
Pull P&L and balance sheet straight from your TaxDome client folders into Juno business returns.
Verito
Now an official Juno partner. If your firm runs its tax software in a Verito-hosted environment, Juno is right at home there.
Canopy (coming soon)
Canopy-to-Juno will move source docs without downloads or re-uploads, and Juno will round-trip the workpaper back to your tax software.
Karbon (coming soon)
Juno will pull source documents from Karbon work items, extract the data, build the workpaper, and push the verified data into your tax software.
Deeper inside the tax software you already use
Drake exports in <1 minute
- New macros-based export released.
- Most Drake exports now complete in under a minute on average.
- Form matching revamp. Extracted fields land on the right Drake forms.
- Greater reliability and speed.
Auto-mapping that holds up
- New auto-mapping released.
- Extracted data lands in the right schedules and fields without manual mapping.
- Less review at the export step. Fewer surprises after the push.
- Live across Drake, Lacerte, ProConnect, CCH Axcess, and more.
And more integration improvements
- See exactly what got pushed, when, and by whom.
- Tracking for already-exported forms.
- Document preview and CSV previews inside the Integration App.
- Mapping visibility before you push.
- Expect this integrations list to keep getting longer, we're committed to working with tools you use
New capability in December
Advisor
Advisor became more capable across the season, with a major addition in December.
Advisory Presentations.
Generate client-ready slide decks straight from inside Advisor, so a planning conversation turns into a meeting deliverable without leaving Juno.
- Performance enhancements for long chats, saved prompts, and Advisory Agents.
- Shared chat history across Advisor and Assistant.
- Updated prompt library.
- Better processing time and reasoning on Advisory Agents.