In a major advancement for tax professionals, TaxDome, renowned for its award-winning practice management solutions, has teamed up with Juno to introduce the world’s first completely integrated end-to-end tax workflow. This newly unveiled feature, known as Intake & Delivery, combines the robust capabilities of TaxDome’s platform with Juno's AI-powered tax preparation tools to facilitate a seamless experience for tax professionals, bookkeepers, and accounting firms alike.
The new workflow represents a significant shift in how tax services are delivered. With this innovation, users can manage everything from client proposals to payment processing all within a single interface, which eliminates the need for multiple logins and disparate systems.
Ilya Radzinsky, co-founder of TaxDome, emphasized the necessity for a unified experience: "Clients demand a unified experience – they don’t want multiple portals and logins. At the same time, firms need complete tax workflows that actually work end to end. This launch delivers both a seamless client experience and AI-enhanced tax preparation that minimizes manual data entry and boosts productivity."
Dave Haase, founder of Juno, shared his excitement about this integration, stating that he has long envisioned a single login system that streamlines the entire process from document collection to tax return completion. Now, with this collaboration, that vision is becoming reality.
Features of the New Intake & Delivery System
The Intake & Delivery system addresses a range of functions essential for efficient tax workflow management:
- - Proposals and Engagement Letters: Tax professionals can send these to multiple clients either manually or through automation, ensuring easy client onboarding.
- - Intake with AI-Powered Document Checklists: Using Juno’s extraction capabilities, crucial documents like W-2s, 1099s, and K-1s are seamlessly integrated into the tax software, minimizing data input errors.
- - AI-Enhanced Review: The system incorporates sophisticated error-checking capabilities, allowing for quick flagging and summarization, thereby streamlining the final review process.
- - Rapid Return Delivery: Tax returns are assembled in mere minutes, complete with built-in summaries, e-signature options, and payment reminders.
With Juno embedded within the TaxDome platform, clients enjoy a mobile-friendly and branded experience without the hassle of managing additional portals or logins. This integration allows firms to enhance productivity by automating data entry and scaling their capacities without the need for additional hires.
This advancement positions TaxDome as a leader in the industry, taking ownership of the entire tax journey, unlike competitors who rely on piecemeal systems that often frustrate both professionals and clients.
Client and Industry Reception
The reaction from tax firms has been overwhelmingly positive. Josh Bennett, founder of Vincere Tax, recounted, "The speed and accuracy improvements we saw with Juno were remarkable. Tasks that once took hours of preparation and review have been significantly streamlined, leading to fewer errors in our work. Juno didn’t just save us time; it made our firm better at what we do."
This innovation is particularly advantageous for mid-sized to large firms coping with high volumes of returns and for tech-forward practices eager to enhance efficiency without compromising quality.
Since its inception in 2017, TaxDome has achieved rapid success and serves over 30,000 professionals across the world. It has garnered accolades in seven categories of the 2025 CPA Practice Advisor Readers' Choice Awards, signifying its commitment to delivering exceptional practice management solutions. Learn more about how these two companies are revolutionizing tax workflows by visiting their respective websites.