2 Factor Authentication
2FA is enabled by default for your firm. If you wish to change this, click the Organization Icon in the navigation bar then navigate to the “Organization Settings” tab. Once there, you can disable it so it is no longer required. Don’t forget to click “Update” to apply the change.
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 in the Company Details tab, “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.”
Share chat history with organization
This feature is turned on by default. This allows your team to see each other's Advisor and Assistant chat history. This is helpful for collaboration and reviewing advisory scenarios with your team.
Use simple issuer/payor names
This functionality when enabled, ensures that issuer names will only include the original payer name without appending taxpayer, spouse, account number or EIN details.
Custom Sign Off Levels and Auto-Advance
Within the "Binder Settings" section you can customize how many levels of sign offs are present in your Binder. For example, by selecting three sign off levels all future Binders will only have Three sign off levels present.
When Auto-Advance is enabled, once you apply a sign off to a page in the Binder you will be automatically progressed to the next page in the Binder.
