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End-to-end tax intake and delivery is now at TaxDome

Tax season wasn’t supposed to be this scattered: one tool for engagement, another for collecting docs, a third for delivery. And somehow, you’re still manually entering W-2s into your tax software.

But now, we’ve got you covered: automate the entire intake and delivery experience in one platform with TaxDome’s new Juno integration.

Start with branded proposals and engagement letters, smart intake with personalized checklists, and then watch Juno enter the data into your tax software automatically.

After that, you only have to review and assemble for delivery – no bottlenecks, a more efficient firm, and better client experience.


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TAXDOME AND JUNO BRING THE ENTIRE END-TO-END TAX JOURNEY TOGETHER IN ONE PLATFORM

From smart intake to automated data entry into tax software and delivery

Not long ago, firms could impress clients just by offering a secure portal and a clean PDF. But that’s no longer enough. Today, clients want a branded, mobile-first experience within 1 login. This is exactly what we’re up to – TaxDome is the only platform that brings the entire tax journey together, with one unified firm and client experience. 

Create a personalized, branded proposal and engagement letter

Collect documents from your clients with smart organizers (intake forms)

Enter Juno to automatically input client data into your tax software

Assemble and deliver to your client – all inside TaxDome

How TaxDome + Juno automate data entry – a look inside the engine

Collect documents in TaxDome via organizers or document requests

Juno extracts data from uploaded docs with 99% accuracy – no manual work required

Juno prepares the tax return based on the extracted data and previous year returns before you even open the file – just view the draft and make adjustments if needed

Once ready, push the return to your favorite tax software – Juno has integrations with Lacerte, ProConnect, Drake, UltraTax, and more coming soon

Juno performs an automated review – it learns your firm’s processes and reviews source docs and previous returns for errors, inconsistencies, and more

Get things done smarter with TaxDome + Juno

Exceed client expectations by bringing the end-to-end tax journey to one platform

Unified experience for your clients

Run the whole tax preparation process in one secure, branded space – no jumping between tools and no confusion for your clients.

One platform for all firm operations

Proposals, messages, document collection, workflow, data entry, and delivery — all in TaxDome, so that you don’t lose visibility switching between multiple apps.

Built-in automations at every step

Clients upload documents to TaxDome, and Juno enters the data. You only have to review and deliver the result. We put automation at the core of all your workflows.

TaxDome and Juno combined to deliver a full AI-powered tax workflow

Proposals and engagement letters

Send branded proposals clients can sign and pay in one step.

Clients receive branded proposals, sign, and pay
TaxDome

Smart intake

Request documents and info using customizable organizers with reminders.

Personalized organizers, document requirements list, and reminders
TaxDome

AI-powered data entry

Automatically extract data from forms like W-2s and 1099s into tax software.

Juno enters form data (W-2s, 1099s, etc.) directly into tax software
Juno + TaxDome

Assembly and delivery

Summarize tax results and deadlines in a client-friendly format.

Branded, easy-to-read tax summaries (tax owed/refund, key dates)
TaxDome

E-signature and payment

Clients can review, sign, and pay from any device.

One-click review, sign, and pay on desktop and mobile
TaxDome

Automated estimated payment reminders

Clients will receive automated updates to make payments based on their vouchers.

Clients receive automated reminders when it is time to pay their tax authority (Federal, State, City, etc)
TaxDome

What clients are saying about Juno integration

"Juno has elevated how we handle client returns. The data it pulls from source docs is actually accurate, which saves us a ton of time."

What clients are saying about Juno integration

“Juno is like having a tax expert available 24/7 as my personal assistant. It's all one click away.”

What clients are saying about Juno integration

“Juno has transformed the analysis side of tax preparation, significantly streamlining the process and allowing me to focus more on strategic planning."

What clients are saying about Juno integration

"Working with Juno this tax season was absolutely game-changing for our practice. The speed and accuracy improvements we saw were remarkable – what used to take hours of manual review was streamlined significantly."

Readers Choice

Winner Comprehensive Firm Workflow Solution

Gain a competitive advantage with TaxDome

Proposals and packages

Create, send, and get signed proposals with built-in payment.

Engagement letters

Create and send engagement letters for e-signature.

Personalized document checklist

Automatically generate tailored checklists based on client info and job type.

Smart organizers and reminders

Collect client info with custom forms and send automated follow-ups.

Client portal

Provide clients with a secure, intuitive portal to upload docs, sign forms, and communicate.

Manual support

AI-document renaming and tagging

Save time with AI that renames and tags uploaded files based on content.

Manual support
Manual support

AI-automatching

Automatically match uploaded documents to the correct account and folder.

Manual support

Monitoring intake status

Track client onboarding progress in real time and spot bottlenecks instantly.

Mobile app with scanner, convert to PDF

Scan documents on the go, convert to PDF, and upload directly to the portal.

AI document validation

AI checks documents to ensure all required details are accurate and complete.

Manual support

Tax software integration

Push data from sourced documents directly into Lacerte, ProConnect, Drake, UltraTax, with CCH Axcess and ProSeries coming soon.

Manual support

1040 field auto-check

Automatically validate each field on the 1040 form against data from source documents.

Manual support

Invoice gating before signature

Require invoice payment before clients can sign documents.

Unified package (docs + e-sign + invoice)

Send documents, collect signatures, and request payment — all in one package.

Coming soon
N/A

E-sign 8879 (KBA, spouse flow)

Securely e-sign Form 8879 with identity verification and spouse signing support.

N/A

Voucher table (payment links + status)

Show clients upcoming payments with live status and direct payment links.

Coming soon
N/A

Automated reminders

(Send smart reminders for outstanding tasks like missing docs or unpaid invoices.

N/A

Auto-move Job to e-file ready

Automatically update job status to “e-file ready” once all steps are complete.

Coming soon

The firms that grow are the firms that simplify – give them a seamless tax prep experience

Your clients don’t see the systems – they see the experience. Connect with us to discover how a unified tax prep workflow can work for your firm.

See TaxDome in action with a free demo
If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.
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