Case Study: Fix My Books automates business return prep and preserves audit trails with Juno

Fix My Books automates business returns in 5 minutes with Juno

Fix My Books, a cross-border corporate tax practice, faced the challenge of automating its business return preparation without losing the critical audit trail for adjustments. Manual data entry from QuickBooks Online to CCH Axcess was inefficient, and existing connectors failed to document who made changes and why, creating a "black box" for the next preparer. They turned to Juno for a solution.

By implementing Juno, the firm automated its QuickBooks-to-CCH Axcess data flow. The solution provided a full audit trail that survives across years, automatically generates journal entries for adjustments, and integrates the entire workflow. For Fix My Books, this eliminated manual data entry and cut the export process down to a five-minute setup. Juno delivered an integrated stack that replaced what the firm's CEO called a disconnected "SaaS soup" of over 20 tools.

Fix My Books