Tax Prep operations
Automate tax preparation from client intake to final delivery.
Tax return intake & delivery: Overview
Step-by-step explanation on how TaxDome and Juno simplify tax return intake, data entry, and delivery.
Automate tax preparation with Juno
Send documents from TaxDome to Juno to automate data entry from source documents to tax returns.
Set up Juno integration for automated data entry
Connect to Juno and set up access rights for team members
Create document checklists (Beta)
A smart way to collect tax documents from clients
Work with intake document checklist (Beta)
View, edit, filter, set up automations and delete document checklists
Automate sending organizers with checklists (Beta)
Send organizers with checklists via pipelines and
Create tax return deliveries (Beta)
Create an explanatory note for the tax return and send it to your client along with the document
Manage tax return deliveries (Beta)
How to edit, resend, track and delete a tax return delivery