The ProConnect <> Juno integration works by pushing the data that Juno has extracted, directly into ProConnect. You will see the automation run 100% live, making clicks with your mouse and typing with your keyboard.
Important Note for Free Trial Users:
Prior to exporting to your ProConnect instance, 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
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 Instructions:
Running the ProConnect Export
First, open the Juno application and select the client you want to export. If you haven't downloaded the Juno Desktop app please visit our How to Connect ProConnect to Juno article.
Upon selecting the client 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 to ProConnect". This will open a browser and prompt you to sign in to ProConnect.
Upon signing in to ProConnect all you need to do is navigate to the client you want to push data to and select "View Return." After clicking "View Return" you can take your hands off the keyboard and see the data get entered directly into ProConnect.
Once the export is complete the Juno application will indicate that the export is complete. You can now view all the imported data in ProConnect.
Still have a question?
Email us at [email protected]. We're happy to help!