Important Note for Free Trial Users:
Prior to connecting your Drake instance to Juno you'll need to complete your free trial period. Once your trial ends, a member of our team will:
Share the integration app download link with you
Guide you step-by-step through connecting your tax software live during your onboarding call (we highly recommend downloading the app in advance, but waiting for your onboarding call to set up the integration)
Ensure you’re fully set up and ready to start using Juno
Want to see how it works ahead of time?
Watch a quick demo video of the integration in action
Schedule a demo call with our team for a personalized walkthrough
Important Note If You Host Drake Using a Remote Desktop
If your Drake instance is hosted via a Remote Desktop (ie Rightworks) please contact [email protected] so we can provide you with further assistance.
Open the Juno Desktop App and Sign In
After your download is complete open the Juno app and begin installation. Installing the app does take a few minutes to complete. We recommend dragging this to your desktop for easy access.
After opening the app you’ll be prompted to sign in using the same credentials you use for your Juno account.
Select Drake from the list of Tax Softwares
To connect your Drake instance to Juno select the tax software from the list of options.
Click "Sync Clients" and you will see a popup like:
In Drake, select "Reports" from the top left, and then "Report Manager":
Then, you should see this screen:
Click "Client Reports" then "Client Contact" so you see this:
Scroll down, find "Contact List (Individual)" and select it, then hit "View Report" at the bottom right:
You should see the below popup. Ensure "Individual (1040)" is selected, you may select "All return types" if you wish although this isn't required. Then hit "Continue":
Then hit "Export" at the top and select "Export to CSV":
Save the file, then in the Juno Desktop app " select "Choose File" and select the CSV of your clients. Once the CSV is added you can click "Import. "
During the integration, your client base will be populated within Juno Preparer making it easy for you to instantly start tax prep.
Once your integration is complete your desktop app screen will look like this:
You can now return to your browser to start a tax preparation.
Start a Tax Preparation
Now that Juno and your Drake instance are integrated the Preparer screen will update to look like this:
Click “Start Tax Preparation” and select a client to begin your first preparation.
Want a Step-by-Step Guide on how to use Preparer?
Check out our step-by-step guide to the tax prep flow for Drake Users.
Ran into an issue or have a question?
Contact us at [email protected].