
Juno automates tax prep for accounting firms: AI extracts data from 100+ document types, builds traceable workpapers, flags errors, and pushes completed returns into Drake, Lacerte, ProConnect, and CCH.
TruePilot rebranded to Juno, an AI tax preparation platform built by CPA David Haase for small and mid-size accounting firms. Juno ingests client source documents — W-2s, 1099s, K-1s, balance sheets, blurry phone photos, and 100+ other formats — and extracts data into validated workpapers where every number links back to its source document. The platform automates workpaper preparation, supports team collaboration with field-level review flags, compares source docs against return fields to catch mismatches, and pushes approved data directly into tax software (Drake, Lacerte, ProConnect, CCH Axcess) without re-keying. Juno's "clear box" approach keeps humans in control: nothing moves to the return until a preparer signs off, and the AI surfaces exceptions rather than black-box guesses. Business returns (1120, 1120-S, 1065) integrate with QuickBooks and Xero for P&L mapping and non-deductible expense flagging.
87%
Loading Community Opinions...
We create the setup, keep it running after your laptop closes, and save its memory. Test in the browser, then add Telegram, WhatsApp, or Slack.
Plans start at $29/month. Cancel anytime.
Hosted agent
OpenClaw or Hermes