Firm360 adds AI-assisted tax prep automation via Juno partnership

The accounting firm's data entry problem has a specific shape: client documents land in the practice management system, but the tax return lives in separate tax software. Every character that crosses that gap manually is a cost and an error source. Firm360, the Raleigh, N.C.-based practice management platform, launched AutoPrep on July 15, 2026, to close that gap by routing client tax documents from its platform directly into tax software as already-verified, entered data.

The constraint AutoPrep addresses

Practice management software and tax preparation software have historically operated as parallel systems with a human bridge between them. Staff collect and organize documents on the practice management side, then re-key the figures into the tax application. That re-keying step compounds across client volume and tax seasons, and it's where transcription errors enter returns.

AutoPrep targets that specific handoff. The new capability sends client tax documents from Firm360 into connected tax software as entered, verified data rather than raw files, removing the manual re-keying work. Firm360 built the functionality in partnership with Juno.

Where Firm360 positions itself in the workflow

Firm360 describes itself as a cohesive practice management platform for client-focused accounting firms. In the software stack serving accounting practices, the practice management layer handles client intake, document collection, workflow routing, and billing. Tax preparation software sits downstream, handling return assembly and filing. AutoPrep inserts Firm360 at the upstream data-entry layer for the tax software, removing one more reason staff need to work across two systems simultaneously.

The firm did not disclose pricing for AutoPrep, client adoption targets, or which specific tax software titles the integration covers at launch.

The Juno arrangement

Juno is the named AI partner powering the integration. The source announcement does not specify Juno's product category, funding structure, or the contractual terms of the arrangement.

The practical claim Firm360 is making to accounting clients is direct: documents collected inside the platform arrive at the tax software as structured, verified data ready for review. The staff time previously spent on re-entry moves to the automated layer instead.