Juno

Juno is AI tax preparation software for tax firms and preparers handling individual (1040) and business returns. It reads client source documents, builds a workpaper binder linked to each source, checks the draft return against the documents and prior year, and pushes approved data into the firm's tax software. It was founded by a practicing CPA.

Last verified . Vendor site: juno.tax (opens in a new tab)

What the AI does

  • Extracts data from W-2s, 1099s, K-1s and over 100 other document types, including photos and combined uploads
  • Builds a workpaper binder in which each extracted value links back to its source document
  • Reviewer compares source documents with return fields, flags mismatches and prior-year changes, and runs firm-defined custom checks
  • Pushes approved data into tax software such as Drake, Lacerte, ProConnect and CCH Axcess
  • Advisor produces client-specific analyses and delivery letters from a finished return

Summarized from juno.tax.

Facts, checked against the source

Ledger integrations
XeroAlso documents: Drake, Lacerte, ProConnect, CCH Axcess, TaxDome, Karbon, Canopy, QuickBooks (edition not specified).Source: juno.tax (opens in a new tab)
Pricing
Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan
NoThe vendor's pricing shows no free plan.Source: juno.tax (opens in a new tab)
SOC 2
UnconfirmedWe could not find an official statement either way.
Trains on customer data
NoJuno's trust page says it will never use firm or client data to train its AI models, and that its AI partners (OpenAI, Anthropic, Google) do not store or train on client data.Source: juno.tax (opens in a new tab)
Human review
Human reviewJuno says nothing moves forward until the firm's team signs off and data is exported to tax software only after validation; the CPA or EA is the final reviewer, and Juno staff do no manual review.Source: juno.tax (opens in a new tab)
Company
Unconfirmed
Funding
Unconfirmed
  • Checked against the linked official source on the date shown.
  • Unconfirmed: we could not find an official statement.

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

  1. juno.tax/
  2. juno.tax/pricing
  3. juno.tax/trust
  4. juno.tax/about
  5. juno.tax/integrations
  6. juno.tax/product/preparer
  7. juno.tax/product/reviewer
  8. juno.tax/blog
  9. juno.tax/updates

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

Juno questions

Does Juno train AI on customer data?
Juno's published policy says customer data is not used to train AI models. Juno's trust page says it will never use firm or client data to train its AI models, and that its AI partners (OpenAI, Anthropic, Google) do not store or train on client data.
Does Juno have SOC 2?
We could not find an official Juno statement about a SOC 2 report.
Which accounting systems does Juno integrate with?
Juno documents integrations with Xero.
How much does Juno cost?
Juno does not publish prices; pricing is by quote.
What are alternatives to Juno?
Other tax preparation tools in this directory include Black Ore, Filed, Keeper, SurePrep and Aiwyn.