Practice management platform Firm360 announced Firm360 AutoPrep, a tax prep automation capability powered by Juno.
AutoPrep takes client tax documents firms already collect in Firm360 and turns them into entered, verified data in their tax software, with no manual typing in between, the company says.
Firms select documents in their Firm360 document section, individually or in bulk, and send them to Juno in one action. Juno extracts data across more than 100 document types, including W-2s, 1099s, K-1s, Schedules C and E, balance sheets, and profit and loss statements. It then builds a review-ready workpaper, flags source-to-return mismatches, and pushes verified data into Drake, Lacerte, ProConnect, CCH Axcess, UltraTax, and other major tax software. When a prior-year return is on file, Juno also builds a document checklist so teams know what’s still outstanding before a return goes out.
“Every firm has to get three things right to thrive: client experience, work management, and firm health. Tax prep runs through all of them,” Firm360 CEO Patrick O’Neill said in a statement on July 15. “AutoPrep gives firms hundreds of staff hours back each season, and their preparers start at review, where their judgment actually matters.”
Firm360 says it selected Juno for the depth of the integration and for the verification built into the engine. Juno automates approximately 95% of tax prep data entry and checks its own output against the source documents, flagging mismatches for a preparer to resolve. It also applies the tax rules a return already has to satisfy, so what gets flagged isn’t just a typo, it’s the kind of miss that turns into an amended return.
“Firm360 and Juno were both built by people who’ve lived this workflow,” Dave Haase, founder and CEO of Juno, said in a statement. “Together we’re taking the busywork off the front of every return so firms can spend that time on the judgment only their people can bring.”
“From day one, our north star has been one system: from management, tax, and accounting work all in the same place,” added Brandon Gray, founder of Firm360 and an accounting firm owner. “AutoPrep extends that to the most tedious seam in the whole workflow, the gap between collected documents and a started return.”
Firm360 says AutoPrep is coming soon and requires a Firm360 Premium plan and an active Juno account. Firm360 firms can join the waitlist for early access here.
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Tags: Accounting, accounting firms, Automation, Firm360, Juno, tax prep, Technology
