Case Study: Scaled Accounting Solutions protects 40-hour tax seasons with Juno

Scaled Accounting Solutions protects 40-hour tax seasons with Juno

Scaled Accounting Solutions, a small accounting firm, faced the challenge of maintaining a sustainable work-life balance for its team during the demanding tax season. Founder Katie Helle wanted to avoid the long hours typical of public accounting without sacrificing service quality. To achieve this, the firm sought a solution from vendor Juno to streamline its tax preparation workflow and reduce manual data entry.

The solution implemented was Juno's AI tax preparation software, which automated data extraction from client documents. This allowed the admin to handle uploads and extraction, shifting the preparer's role from data entry to review and advisory work. As a result, Scaled Accounting Solutions successfully maintained its strict policy of 40-hour work weeks with no weekends, even during peak tax season. Juno enabled the firm to upskill its team, reduce manual touches, and significantly improve the speed at which returns became reviewer-ready.

Scaled Accounting Solutions