The Drake <> Juno integration works by entering the data that Juno has extracted, directly into Drake via your computer. You will see the automation run 100% live, making clicks with your mouse and typing with your keyboard.
To do this, there are a few things to know and set up before hand to ensure a smooth process.
Important Note for Free Trial Users:
Prior to exporting to your Drake instance, you'll need to complete your free trial period. During your customer onboarding meeting, a member of our team will:
Share the integration app download link with you
Guide you step-by-step through connecting your tax software
Ensure you’re fully set up and ready to start exporting with Juno
Video Instructions:
Setup required settings in Drake (This only needs to be done once)
Click here for a video explanation, alternatively follow the steps articulated below to ensure your settings are compatible with Juno.
Click "Setup" in the top left part of the screen
Then, select "Options" from the dropdown which will show the following popup:
You must ensure that the following setting is unchecked:
Next click the "Calculation & View/Print" Tab and ensure that the "Audible notification of calculation error messages" is unchecked and "Pause Option for Calculation" dropdown is set to "After View or Print Only" (per Drake's guidance in this KB Article they have publicly shared):
Running the Drake Export
Click here for a video explanation, the same steps are explained below.
When exporting data to a client in Drake, you must first open the Drake application and open up the tax return that you wish to have the data imported into BEFORE running the Drake export. Your Drake app should look similar to this:
Important Note: Ensure that the return window size looks like the below and not full screen. All portions of the screen must be on screen.
Then, open the Juno application in the same window as your Drake instance, select the client you want to export.
After selecting the client you'll see the below screen. By clicking "Scan for existing documents" Juno will begin scanning your client's return in Drake. Please do not touch your mouse or keyboard while Juno performs this scan. This will allow you to map the data you validated in Juno to existing forms. This is very important for any instances of carry forward.
Once the scan is complete, we'll want to return to the Juno Integration App where we'll see that our screen has updated. For each document you can now click the dropdown in the "Action" column.
Within this column you'll see a few options:
Add - This will create a new form in Drake and input the data you validated in Juno into it.
Skip - This will skip this document when you export.
Lastly, you'll see the options that Juno identified in the scan. By selecting one of the options Juno will then navigate to that document and input the validated data.
Once all forms are configured you are ready to export. Click "Export to Drake" and let Juno enter your data for you! Be sure not to type, move your mouse, or do anything on your computer during this time. Juno is very quick, typing in an average of 15 forms every 3 minutes.
Once the export is complete the Juno application will indicate that the export is complete. You can now view all the imported data in Drake.
Still have a question?
Email us at [email protected]. We're happy to help!