Important Note for Free Trial Users:
Prior to connecting your ProConnect 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
Video Demo Instructions:
Want to watch a video demo of how to connect ProConnect to Juno? You can do so by clicking below.
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 ProConnect from the list of Tax Softwares
To connect your ProConnect instance to Juno select the tax software from the list of options.
Next, select "Sync Clients"
Note: In order for the Juno Integration App to work with ProConnect you will need to have either Google Chrome or Microsoft Edge installed on your machine.
ProConnect will open in a browser and prompt you to sign in.
After signing in the integration will begin and 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 ProConnect 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 ProConnect Users.
Ran into an issue or have a question?
Contact us at [email protected].