Skip to main content

Making The Most of Assistant

Welcome to the walkthrough of Juno Assistant. Here you’ll learn how to get started and make the most of Advisor.

Updated over 2 months ago

Assistant and Advisor: What is the Difference?

You may be wondering what is difference between Juno’s Assistant and Advisor products? Great question! In short, Assistant is designed to give you quick answers to tax law questions and draft emails and memos. Advisor utilizes cutting edge technology to deliver the best advisory by utilizing Advanced tax calculations, client analysis, tax planning scenario analysis and tax advisory agents. Advisor requires more time to accurately answer your questions which is why Assistant is ideal for quick answers to tax law/research questions.

Making the Most of Assistant:

Want to quickly see what Assistant can do before doing a deep dive? Follow this step by step guide!

  1. Open Assistant in Juno.

  2. Try copying and pasting the following prompt or enter a recent tax law question you received from a client: “What are the considerations when filing in New York City for a client that is there for six months out of the year.”

  3. Assistant will generate a reply. Be sure to check out the citations from trusted sources.

  4. Now see Assistant generate an email response to your client for the question you asked. Paste the following into Juno “Great! Now summarize your answer in an email to my client “Daisy Duck.”

How is Assistant Different From Other Tax Research Tools?:

Assistant delivers everything you need in an research tool. At Juno we believe firms of all sizes should have access to a best in class tax law research tool. That is why Assistant is free with your Juno Preparer subscription. Gone are the days of paying $1000+ per person for a tax research tool.

Juno Assistant includes all the features and functionality needed by firms including:

  • Citations from trusted sources

    • Federal and State

  • Quick answers to tax law/research questions

  • Email and memo drafting

Did this answer your question?