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 and send document checklists
Create and send personalized checklists for collecting tax documents from clients.
Work with intake document checklist
View, edit, filter and delete document checklists
Send checklists automatically
Automate the delivery of checklists via pipelines to save time and eliminate manual work.
Create and send tax return delivery
Create an explanatory note for the tax return and send it to your client along with the document
Work with tax return delivery
How to edit, resend, track and delete a tax return delivery
Link tax return delivery to job
Access to tax return delivery right from the job card and make the job automove through the pipeline.