Firm360 Adds AI Tax Prep Automation via Juno Partnership

Firm360 integrates AI-powered tax automation

Firm360 has launched AutoPrep, a tax preparation automation feature developed in partnership with Juno that eliminates manual data entry for accounting firms. The integration allows firms to send client tax documents collected in Firm360 directly into their tax software as entered and verified data, according to details first reported in a company announcement.

The capability addresses a persistent workflow bottleneck: client documents arrive in practice management systems, then must be downloaded, re-uploaded, and manually keyed into tax software before preparation work can begin. AutoPrep removes that intermediate step entirely.

Firms using Firm360 can now select documents individually or in bulk from their document management section and send them to Juno in a single action. Juno's extraction engine handles more than 100 document types, including W-2s, 1099s, K-1s, Schedules C and E, balance sheets, and profit-and-loss statements. The system then creates review-ready workpapers, identifies discrepancies between source documents and return data, and pushes verified information into major tax platforms including Drake, Lacerte, ProConnect, CCH Axcess, and UltraTax.

When a prior-year return exists, Juno generates a document checklist to help teams identify missing items before finalizing returns.

Verification built into the workflow

Juno automates approximately 95% of tax prep data entry while checking its output against source documents. The system flags mismatches for preparer review and applies tax rules that returns must satisfy, surfacing issues that could lead to amended returns rather than simple transcription errors.

"AutoPrep gives firms hundreds of staff hours back each season, and their preparers start at review, where their judgment actually matters," said Patrick O'Neill, CEO of Firm360.

Dave Haase, founder and CEO of Juno, noted that both companies were built by people familiar with tax preparation workflows. "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," he said.

Why it matters

Data entry consumes substantial staff time during tax season, particularly for firms processing high document volumes. By automating this step while maintaining verification controls, the integration allows preparers to begin work at the review stage rather than data input. This shift has implications for capacity planning, staff utilization, and the types of work that require human expertise versus automation.

Availability and requirements

AutoPrep will require a Firm360 Premium plan and an active Juno account. The feature is designed for firms conducting tax preparation on major tax software platforms and handling document volumes where manual file movement has become a daily operational burden. Firm360 firms can join a waitlist for early access through Juno's integration page.

Both companies emphasized their use of US-based customer success teams as a factor in the partnership decision.

Details were first reported by Firm360 in a July 15, 2026 announcement.