2 Factor Authentication
Want to enable 2FA for your firm? Click the Organization Icon in the navigation bar then navigate to the “Company Details” tab. Once there, you can enable 2FA for your firm. Don’t forget to click “Update” to apply the change.
For all of the following customizable settings click "Organization Settings"
Allow Data Review Bypass
Some firms prefer to validate Juno’s data extraction in their tax software. By toggling on “Allow Data Review Bypass” you will be able to proceed to exporting to your tax software without Validating all uploaded source documents.
Condensed Data Review Panel
Want to see more fields in the human-in-the-loop screen? Toggle on “Condensed data review panel” and when reviewing extracted data your screen will look like below.
Default to export schedule categories as line items not totals
When reviewing data for a Schedules you’ll notice that by default “Only Export Category Total” is toggled on. This means that when you push your client’s preparation to your tax software only the category total will import. By adjusting this setting, “Only Export Category Total” will be toggled off by default.
Display Documents with AI Renaming
Sometimes clients send files with confusing file names. Toggling this setting on will enable document renaming so it is more clear when reviewing documents which ones are which. For example, if a client sends you a document with the file name “39202-2025” and this is a W2 from Disney. Juno will likely rename it to “W2-Disney.”