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.

Prior to exporting to your Drake instance, you'll need to complete your free trial period. Once your trial ends, a member of our team will:

Want to see how it works ahead of time?

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:

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:

Then, open the Juno application in the same window as your Drake instance, select the client you want to export, and ensure the documents you want to export are added. By default, Juno will skip documents that have been previously exported.

Once everything is set, click export 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.

Email us at [email protected]. We're happy to help!