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Juno + Karbon

App integration via Karbon — Streamline tax prep: pull client docs from Karbon into Juno, validate data and send to tax software.

From Karbon, pull a client's docs into Juno. Juno reads the data off them: W-2s, 1099s, K-1s, Schedules C and E, and more. When you're ready, Juno enters the data into Drake, Lacerte, ProConnect, CCH Axcess, and more for you. Lastly, Juno streamlines review by building review-ready binders and flags high priority action items before you file.

Connecting Karbon to Juno
  • Step 1: Connect in seconds. Authorise Juno inside Karbon then add your Karbon API key in Juno.
  • Step 2: Select the work item template that your firm uses for 1040 preparation.
  • Step 3: Sync occurs and Juno populates the clients that pertain to that work item.
  • Step 4: Select a client and Juno ingests and processes the documents uploaded to that client's work item in Karbon.
  • Step 5: Validate data in Juno and export to your tax software.
  • Step 6: Review the preparation insights and analysis as well as the review-ready binder that Juno generates.

About Juno

Juno is tax prep automation that saves hours, scales capacity, and catches errors for firms doing 1040s and business returns, without replacing your judgement or ripping out your tools. Built by a CPA and firm owner, trusted by 1,000s of tax pros.