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TruePilot (Juno)

TruePilot (Juno) AI Agent
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Overview

TruePilot’s original TruePrep destination now leads to Juno, a tax-preparation and review workflow for firms.

TruePilot’s original TruePrep destination now leads to Juno, a tax-preparation workflow for firms. It ingests documents, prepares workpapers, flags review exceptions and links figures to sources. Preparers approve work before transfer to tax software.

Access includes a five-preparation trial. At the 500-return selection, pricing displayed $50 per return and $49 for the initial discounted order. Purchased returns last one year without rollover; volume and initial-order terms vary.

Named tax connections include Drake, Lacerte, ProConnect and CCH Axcess, with document paths through TaxDome, Box and SmartVault.

Product overview

Capabilities, pricing and fit

TruePilot’s original TruePrep destination now leads to Juno, a tax-preparation workflow for firms. It ingests documents, prepares workpapers, flags review exceptions and links figures to sources. Preparers approve work before transfer to tax software.

Information as of October 11, 2026

What it can do

  • Core workflow

    The original TruePrep destination redirects to Juno, a tax-preparation workflow for firms: document ingestion, workpapers, review exceptions, source references and approved transfer to tax software. It is not customer-review automation. Preparers review figures and nothing is pushed until they approve.[1], [2], [3]

  • Connections and scope

    Official named tax connections include Drake, Lacerte, ProConnect and CCH Axcess, with TaxDome, Box and SmartVault document paths. Transfers require firm permissions and preparer approval.[1], [2], [3]

Where it fits best

  • Firm-controlled tax document preparation, workpapers and reviewer handoff.[1], [2], [3]

Pricing and availability

For a 500-return purchase, pricing lists $50 per return, discounted to $49 for the initial order. Purchased returns last one year and do not roll over; volume, initial-order terms and users vary. This is not a flat monthly tax-chat price.[1], [2], [3]

Platforms: Web[1], [2], [3]

Access: Current Juno access includes a five-preparation trial and firm setup. The selected return volume determines the offer[1], [2], [3]

Sources (3)
  1. www.trueprep.aiOfficial site · checked 2026-10-11
  2. juno.taxOfficial site · checked 2026-10-11
  3. juno.taxOfficial site · checked 2026-10-11

Autonomy level

72/100

Our subjective rating of how independently the product carries out its documented tasks, considering the human setup, input, approval and review it needs. This is not a measured success rate.

Reasoning: Juno prepares document-derived workpapers, flags review items and supports approved transfer to tax software. Firm operators configure access; preparers verify sources, resolve tax judgments and approve transfers.

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Some of the use cases of TruePilot (Juno):

  • Firm-controlled tax document preparation, workpapers and reviewer handoff.

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Popularity level: 40%

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For bookkeeping and accounting practices

Keep client accounting files moving toward delivery.

Running an accounting practice? Your specialist can coordinate missing documents, client replies and period-aligned delivery packs around the professional preparation work.

  • ✓ Client document collection and period alignment
  • ✓ Reconciliation exceptions and client follow-up
  • ✓ Month-end packs and delivery tracking
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