See exactly how a document goes from client upload to a completed return.
Most tax prep automation promises are vague until you see them work. In this session, Firm360 CEO Patrick O’Neill and Juno CEO Dave Haase demo the new AutoPrep integration live: sending documents straight from Firm360 into Juno, watching them get read and validated in real time, and pushing verified data directly into tax software. No downloads, no re-uploads, no manual data entry standing between document intake and prep.
Key Takeaways:
- How documents move from Firm360 into Juno in a single action, with no manual setup required
- A live look at document extraction and validation, including how Juno flags items that need a human decision
- How verified data pushes directly into tax software, including Drake, Lacerte, ProConnect, Axcess, and UltraTax
- Reviewer, Juno’s AI-assisted second review tool that checks source documents against the return and flags common gaps
- Why this time of year, not tax season, is the best window to onboard new automation