Preparation, review, and advisory
Taxably vs. Juno Tax
Source documents to workpapers and tax software, with review and advisory tools included. Taxably focuses on turning existing client folders into prep sheets.
Researched · USD
Pricing and what it covers
Taxably · Document organization and prep sheets
$10 per return
Plus $5 monthly firm fee
First 10 clients free, then $10 per return, plus $5 a month for the firm. No page charges.
The $5 monthly firm fee starts the day you add your card. The $10 per return starts after your first 10 clients. Card required to start.
Taxably pricing and billing detailsJuno Tax · Public calculator
$45 per return
At a 100-return first order, with its current $5 discount
- The list price is $50 per return. An end-of-season discount of $5 is currently applied, with no end date stated.
- The calculator shows $44 at 500 returns and $43 at 1,000 with that discount. At 2,500 or more it switches to custom pricing.
- Discounts apply to the first order only, returns are sold in 100-return blocks valid for one year, and each 100 returns include 2 users. Five free preparations are offered.
These prices cover different work. A prep sheet, a software platform, and a professionally reviewed return are different deliverables.
What to budget for your firm
Compare a worked example, with the price basis and limits visible.
Assumes 10 eligible free clients at Taxably. Juno's five trial preparations do not reduce the illustrated package purchases. Clear this option if those allowances are unavailable.
One firm, one return per client for one tax year, and 12 monthly firm fees where applicable. Before tax, staff time, existing tax software, and unlisted add-ons. Different products cover different work; these are budget calculations, not promised savings or measured performance.
Taxably
Calculated annual cost
$4,960
490 paid returns × $10 + 12 × $5.
$9.92 per return across 500 returns, including the firm fee.
Document organization and prep sheets. Your firm still prepares and files the return.
Taxably pricing and billing detailsJuno Tax
Calculated from published rates
$22,000
First-order return package, current discount
500 paid returns × $44. $44.00 per return across the selected volume.
Uses the purchase calculator with its current $5 discount: $45 at 100, $44 at 500 and $43 at 1,000 ($50, $49 and $48 at list). Returns are sold in 100-return blocks, so the five free preparations do not reduce these purchases. First-order discounts and the one-year usage period apply; renewal pricing is not published.
Source for this estimate for Juno Tax (opens in a new tab)What Juno Tax does
Juno combines Preparer, Binder, Reviewer and Advisor. It reads uploaded or connected client documents, links each figure to its source, compares the return with the documents and last year, and sends approved data to supported tax software. It covers 1040s and Forms 1120, 1120-S and 1065.
- Preparation and source-linked review in one workflow.
- Business and individual returns at the same stated rate.
- Advisory tools included with the preparation platform.
- A ProSeries integration, newly live.
How the workflow compares
| Workflow | Taxably | Juno Tax |
|---|---|---|
| How work starts | Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents. | Uploads, phone photos and connections to practice, accounting and storage tools such as TaxDome, Karbon, Canopy, QuickBooks, Xero and SharePoint. |
| What you receive | A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention. | Workpapers linked to source pages, prepared data, review findings and advisory reports. |
| Tax software | Works alongside your tax software. Does not enter figures into it or e-file returns. | Lists Drake, Lacerte, ProConnect, ProSeries and CCH Axcess. Business returns use QuickBooks and Xero data. |
| Who reviews | Your preparer checks the source documents, resolves open items, and prepares the return. | Your firm validates figures and approves the transfer to its tax software. |
| Document handling | Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups. | Client documents are uploaded to Juno's cloud and read by three AI providers it names, which Juno says keep no data and do not train on it. Juno states data stays in the United States. |
How work starts
- Taxably
- Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents.
- Juno Tax
- Uploads, phone photos and connections to practice, accounting and storage tools such as TaxDome, Karbon, Canopy, QuickBooks, Xero and SharePoint.
What you receive
- Taxably
- A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention.
- Juno Tax
- Workpapers linked to source pages, prepared data, review findings and advisory reports.
Tax software
- Taxably
- Works alongside your tax software. Does not enter figures into it or e-file returns.
- Juno Tax
- Lists Drake, Lacerte, ProConnect, ProSeries and CCH Axcess. Business returns use QuickBooks and Xero data.
Who reviews
- Taxably
- Your preparer checks the source documents, resolves open items, and prepares the return.
- Juno Tax
- Your firm validates figures and approves the transfer to its tax software.
Document handling
- Taxably
- Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups.
- Juno Tax
- Client documents are uploaded to Juno's cloud and read by three AI providers it names, which Juno says keep no data and do not train on it. Juno states data stays in the United States.
Source documents and prep sheets stay on your firm's systems. Document images go directly from your computer to an external reading provider, which is not permitted to train on them. This is not an entirely offline workflow. Taxably's data handling
Which fits your firm?
Consider Taxably when
You want to pay as you go at about a quarter of the price, with no blocks bought upfront and no user limits by volume, while your team keeps entering the return from one organized prep sheet per client.
Consider Juno Tax when
You want preparation data sent into your tax software, with review and advisory tools in the same product, and can buy a year of returns upfront.
Before you decide
- At $43 to $45 per return, 500 returns is about $22,000 in the first year, before renewal pricing, which is not published.
- Returns are bought upfront in 100-return blocks that expire after a year, and users are tied to volume (2 per 100 returns).
- Client documents go to Juno's cloud and three AI providers.
- Its trust page heading says SOC 2 Certified while the text says controls are being built; ask for the report.
Common questions
Sources and review date
Sources reviewed on October 28, 2026. Follow the source for current terms.
- Live pricing calculator (opens in a new tab)
List and discounted rates at 100, 500, 1,000 and 2,500 returns, users, purchase and trial terms.
- Product overview (opens in a new tab)
Preparer, Binder, Reviewer, Advisor and software connections, including ProSeries.
- Business returns (opens in a new tab)
Return types, accounting connections and equal pricing by return type.
- Trust and data handling (opens in a new tab)
AI providers, data location, no-training statement and the absence of vendor manual review.
- CPA Practice Advisor: Juno seed round (April 2026) (opens in a new tab)
The $12M seed round.
See it on your own client folders.
Watch a sample prep sheet, then create your account and point Taxably Connect at one client folder. The download is in your account once it is set up.
Published by Taxably. Reviewed October 28, 2026 using the official sources linked on each page. Product descriptions are vendor statements, not independent performance tests. Prices are in USD; quotes, taxes, contract terms, and availability may differ. Trademarks belong to their owners. Send corrections to support@taxably.ai. Suggest a correction