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
One platform for all firm operations
Built-in automations at every step
Winner Comprehensive Firm Workflow Solution
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.
Get started with better tax prep experience
Thank you!
We’ll contact you soon.