Most firms wait until October to evaluate new tax prep software. By then it's too late.

The window to test new tax prep software for next season is now. During extension season.

I've talked to over 1,000 firm owners in the last year. The ones who had the best season this past April all started getting ready last summer, not in January.

Right now is the window. Extension season. Less pressure, less noise, lessons from last season still fresh.

But the real reason now matters: you can't properly evaluate tax prep software without real returns going through it. A demo won't show you how it handles a Schedule C with 4 rentals and a late K-1. Extension season puts that work back on your desk. November doesn't.

The timeline that actually works:

June and July to test with real returns. July into August to train the team. By September you're back in crunch mode and whatever you haven't figured out, you won't.

You cannot learn a new tax prep workflow while you're drowning in returns. The pressure pulls you back to how you've always done it. Next April looks exactly like last April.

I'm a CPA. I built Juno after running my own firm. It extracts data from source docs, generates workpapers, pushes to your tax software, and flags anything that doesn't match. Works with Drake, Lacerte, ProConnect, CCH Axcess, and more.

The firms that onboarded successfully weren't the ones who found us in October. They were the ones who ran real returns through it now, trained their team over the summer, and walked into busy season already knowing it worked.

7-day free trial, 5 returns, no credit card. juno.tax