Verito and Juno have partnered to deliver Audit-Ready AI tax prep. Juno’s traceable AI automates document intake, data extraction, and return population. Verito runs it on dedicated, compliance-grade hosting built for tax and accounting firms. Every number traces back to a source document, and every step stays open to preparer review.
AI adoption in tax and accounting firms more than quadrupled in one year, rising from 9% to 41%. And 77% of firms plan to increase AI investment over the next three years, according to the Wolters Kluwer 2025 Future Ready Accountant report.
But most firms still hesitate to put AI on actual client returns. The reason is exposure. Consumer AI tools are black boxes. You can’t trace an output back to a source document. Your inputs may train someone else’s model. For a preparer working under IRS Publication 4557 and the FTC Safeguards Rule, that’s a bad trade.
That’s the gap this partnership closes. On May 28, we announced Audit-Ready AI: Juno’s traceable AI tax prep running on Verito’s compliance-grade hosting. Here’s what it is and whether it fits your firm.
What Juno does
Juno is an AI tax prep platform built by a CPA. It reads source documents, builds review-ready workpapers, and pushes the data into your tax software. Nothing moves without preparer sign-off.
Juno pulls data from W-2s, 1099s, K-1s, balance sheets, and 100+ other document types. Blurry phone photos included. It builds review-ready workpapers, flags mismatches and prior-year changes, then pushes the data into your tax software. It maps 6,000+ fields across Drake, Lacerte, ProConnect, CCH Axcess, and more.
The result: up to 50% less time per return, and Juno customers report doubling or tripling their daily return output. Every number links back to the source document that produced it. Juno calls it a clear box. It’s the opposite of the black-box AI that creates compliance problems.
What Verito does underneath
Verito hosts Juno and your tax software on a private, dedicated server built to meet IRS and FTC data security expectations. Audit logging, data isolation, and access controls are already in place.
AI is only half of the workflow. The other half is where it runs.
With Verito, Juno and your tax software run together on a dedicated private server. Your client data stays inside one controlled environment instead of scattering across consumer tools. And the infrastructure holds up: 100% uptime since 2016, with a real person answering support in under 60 seconds.
Juno’s team made another point worth repeating in their own announcement: real-time updates. Tax software updates constantly during busy season, and Juno’s connections need to stay current. On a dedicated server, those updates apply in real time. No lag between what your source docs say and what lands in your return.
Why audit-ready AI tax prep matters for compliance
Audit-ready means three things. Every output traces to a source document. Every step stays open to preparer review. And the whole workflow runs on infrastructure where logging and isolation are already handled.
IRS Publication 4557 expects you to know where client data goes. The FTC Safeguards Rule requires vendor oversight, access controls, and documented safeguards. AI tools don’t get an exemption from any of it. The same questions apply to any AI tool that touches client data.
If a client, an insurer, or the IRS asks how a number got on a return, you can show them. Here’s how the two layers split the work.
| Layer | What it handles |
|---|---|
| Juno (AI tax prep) | Document intake, data extraction, review-ready workpapers, field mapping into your tax software, source-document traceability |
| Verito (hosting) | Dedicated private server, audit logging, data isolation, access controls, real-time software updates, support in under 60 seconds |
| Your preparers | Review and sign-off. Nothing moves to a return without them |
What you get
Juno customers get a direct path off legacy hosting. Verito customers get a direct deployment path to Juno’s AI tax prep layer. Firms adopting AI get both halves of the workflow in one place.
If you’re a Juno customer: Verito’s cloud comes preconfigured for Juno, so nothing stands between your firm and the workflow.
If you’re a Verito customer: you get a direct deployment path to Juno’s AI tax prep layer inside the environment you already run.
If you’re adopting AI on returns: AI handles document intake, extraction, and return population. Infrastructure handles the compliance. Your preparers get evenings back during tax season.
Verito’s founder and CEO Jatin Narang stated the goal in the announcement: “The firms we serve want AI for the same reasons everyone does. Handle more returns. Move faster. Get evenings back during tax season.” Juno founder and CEO Dave Haase added: “At Juno, we built our platform to give tax professionals a faster, modern way to prepare returns without losing the transparency CPAs need.”
Who this fits
This is built for firms running Drake, Lacerte, ProConnect, or CCH Axcess where prep volume is the bottleneck. The hosting side matters most for teams of 3+ preparers.
At 3+ preparers, concurrent workload justifies dedicated infrastructure. The AI layer and the hosting layer arrive already wired together.
See it in action
We’re hosting a joint webinar with Juno later this month. It’s a practical session on deploying AI on returns without losing the audit trail, not a product demo.
You can see Juno running in a Verito-hosted environment with your own software stack. Book a demo and we’ll walk you through it.
Frequently asked questions
What is the Verito and Juno partnership?
Announced May 28, 2026, the partnership pairs Juno’s traceable AI tax prep platform with Verito’s dedicated private hosting. Firms get AI-assisted document intake, extraction, and return population running inside a compliance-grade environment.
Which tax software does Juno work with?
Juno maps 6,000+ fields across Drake, Lacerte, ProConnect, CCH Axcess, and more. Verito hosts the desktop tax applications on the same dedicated server, so the AI layer and your software stay in sync.
Does AI tax prep meet IRS Publication 4557 requirements?
Publication 4557 expects you to know where client data goes and how it’s protected. An AI workflow supports that when every output traces to a source document and the data stays in one logged, isolated environment. See our IRS Publication 4557 guide for the full requirements.
Do I need to be a Verito customer to use Juno?
No. Juno runs independently. The partnership gives Juno customers a preconfigured hosting path on Verito, and gives Verito customers a direct deployment path to Juno inside their existing environment.
Will Juno change a return without preparer review?
No. Nothing moves to a return without preparer sign-off. Juno builds the workpapers and flags mismatches; your preparer reviews and approves every number before it lands in the tax software.
