Juno
AI tax prep automation — pull data from source docs, create workpapers, push to tax software, and catch errors in minutes
| What is it | AI tax prep automation — pull data from source docs, create workpapers, push to tax software, and catch errors in minutes |
|---|---|
| Pricing | Paid |
| Free tier | No |
| Platform | Web Application |
| Best for | preparing individual and business tax returns faster, automating data entry from source documents |
| Domain registered | 2023 |
Data updated Aug. 1, 2026
What does Juno do?
TruePilot is a web-based tax preparation automation tool built by a CPA and used by thousands of tax professionals. It handles the grunt work of tax prep: reading source documents like W-2s, 1099s, K-1s, and balance sheets — even blurry iPhone photos or handwritten organizers — and extracting the data into structured workpapers. From there, it pushes the numbers directly into popular tax software like Drake, Lacerte, ProConnect, and CCH Axcess, saving hours of manual entry per return. The whole process is transparent: every number links back to its source document, and nothing moves without your sign-off.
TruePilot works in four clear steps. First, it pulls data from over 100 document types and integrates with practice management tools like TaxDome, Karbon, and QuickBooks. Second, it creates an interactive binder where your team can review, flag fields, assign tasks, and track progress. Third, it pushes hundreds of fields into your tax software in minutes — no export files or re-keying. Fourth, its AI review compares the source documents to the return, flagging mismatches like missed state returns, typos, or income on the wrong line. It also checks prior-year changes so reviewers focus on real exceptions.
This tool is built for tax professionals who are tired of 60-hour weeks and manual data entry. Firm owners, staff CPAs, and accounting teams preparing 1040s and business returns will get the most out of it. Real-world results include doubling or tripling daily return output, onboarding new hires who push 8–10 returns per day within their first week, and cutting prep time by 50%. If you're a tax pro looking to automate the repetitive parts of the job and catch errors before they reach the IRS, TruePilot is worth a look.
Key features
What makes it stand outWho is Juno for?
Who benefits most from this toolPricing
Juno
- 45 per return price
- 50 base price per return
- Data extraction from 97 document types
- Handles W-2s, 1099s, K-1s, Schedules C + E, and more
- Business returns included (1040s and business at the same price)
- Advanced K-1 processing (state and federal)
- Source-to-return error flagging
- Prior year comparison
- Client-specific document checklists
- Pushes data directly to your tax software
- Full workpapers generated in seconds
- Organized by client and return
- Source documents mapped to return fields
- Ready for review or archive
- Real-time collaboration: review, leave notes, stay aligned
- One workflow, one login: no separate workpaper software
- Flags what needs your judgment
- Source-to-return exceptions, not every line
- Side-by-side comparisons with source docs
- Prior year document checklist
- Gotcha checks: custom review rules for your firm
- Assign fields to teammates and track progress
- Works with Binder for integrated markup
- Client-specific tax strategy recommendations
- Creates and compares tax planning scenarios
- Creates and summarizes tax projections
- Tax projections with summaries
- Fact-checked answers with citations
- Stays current with tax law changes
- Includes 1040s and business return analysis
- Generates client-ready slide presentations
- Drafts client emails and communications
- Integrates with Drake, Lacerte, ProConnect, CCH Axcess, and more
- TaxDome integration
- Integrates with document storage tools: Box, SmartVault
- Free setup and onboarding
- Free support from experienced tax pros
- Access to private Juno customer community in Modern Tax Pros
- 7-day free trial with 5 free preparations
Trust & presence
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