This guide walks you through how to connect to your existing Box account within Juno so you can pull source documents stored in Box directly into Juno.
Connect to Box
To connect to your Box, navigate to “Organization” on the left-side panel. Open the “Integrations” tab. From the Integrations tab, click Box and choose Connect.
Once you hit connect, the Log in Screen for Box will open in your browser.
After you sign in, a Box Authorization window will open. To utilize the Juno <> Box Integration, please select "Grant Access to Box".
Once the integration is complete, you will be redirected to the Juno Web App.
Box within Preparer
From the Preparer dashboard, select an existing client or start a new tax preparation. In the preparation workflow, proceed to the Upload Documents step. Select Box from the list of supported storage providers.
Navigate to the appropriate client folder. Select the specific documents you want to upload into Juno. Review selection and upload.
The chosen files will appear in the Source Documents list, click “Continue” in the bottom right to upload them to the client’s tax preparation documents. Juno will then begin processing your documents. Once documents are finished processing, you will receive a banner notification “Upload Complete!”. Continue through the Preparer workflow to validate your documents.
Box within Advisor
The steps to use Box within Advisor are very similar to using it within Preparer. From the Advisor dashboard, choose the client you wish to reference. Click “Attach Files” and select Box. Within your Box folders, find the specific client documents you wish to upload. Extra Step: In the Upload Documents screen, assign a form type corresponding to the document you are uploading.
Click “Continue” and Juno will begin processing the document. The document title will show up in the Advisor Chat window. The document name will be highlighted in light green, which also shows the progress of the document processing. You will not be able to use Advisor until the document is finished processing.
Once the upload is complete, the PDF name will be fully highlighted in green. You are now ready to use Advisor.
