Juno vs SurePrep

Juno (AF Score 71) and SurePrep (AF Score 74) are two of the most cross-shopped tax preparation platforms in our directory. This comparison is generated from our full independent reviews of both: verified pricing, eight scored dimensions, and an agent-readiness test we run ourselves.

What each costs

Juno
Price
$45 to $50/return (published)
How it's priced
Flat fee per return, prepaid as an annual block of returns
SurePrep
Price
$13-$45/return, 2024 (published)
How it's priced
Per return, in prepaid yearly units; services by page

The verdict at a glance

SurePrep scores higher overall (74 to 71), but the right pick depends on what you weight.

Juno is AI tax prep automation for small and mid-size US tax and CPA firms: it extracts data from client documents, builds workpapers, flags review items and pushes approved data into Drake, Lacerte, ProConnect or CCH Axcess for 1040, 1120, 1120-S and 1065 returns.

SurePrep is Thomson Reuters' 1040 document automation suite for CPA firms: 1040SCAN extracts source documents into the tax software, SPbinder holds the digital workpapers, and TaxCaddy is the client portal for gathering documents and delivering returns.

Quick facts

  • Juno AF score. 71/100
  • Juno implementation. Low
  • Juno best fit. Small firms keying returns by hand
  • SurePrep AF score. 74/100
  • SurePrep implementation. Medium
  • SurePrep best fit. Mid-size and large 1040 practices

Dimension by dimension

  • Compliance depth. Juno 62, SurePrep 76. Edge: SurePrep.
  • Scalability. Juno 64, SurePrep 81. Edge: SurePrep.
  • AI / agent readiness. Juno 59, SurePrep 61. Edge: SurePrep.
  • Support. Juno 76, SurePrep 73. Edge: Juno.
  • Implementation. Juno 83, SurePrep 67. Edge: Juno.
  • Pricing transparency. Juno 86, SurePrep 64. Edge: Juno.
  • Tax content & coverage. Juno 61, SurePrep 71. Edge: SurePrep.
  • Integrations & data flow. Juno 72, SurePrep 78. Edge: SurePrep.

Pick Juno if

  • A 3 to 30 person tax or CPA firm on Drake, Lacerte, ProConnect or CCH Axcess that keys 200 to 2,400 returns a year by hand.
  • A firm that wants admin staff to run document intake and data entry so CPAs and EAs start at review.
  • A practice on TaxDome, Karbon, Canopy or Firm360 that wants client documents to flow into prep without downloads and re-uploads.

Pick SurePrep if

  • A mid-size or large CPA firm on CCH Axcess Tax, GoSystem Tax RS, Lacerte or UltraTax CS that prepares hundreds or thousands of 1040s a season.
  • A firm that wants one vendor for client document gathering, scan-and-populate, workpapers and return delivery, with the option to hand OCR verification to the vendor.
  • A firm with developers or an IT team that wants to create binders and document request lists from its own practice systems through an API.

Further reading

Keep exploring

Both reviews are updated on a rolling cycle by our research agents.