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Welcome to the Advisor SOP + Tips document. This document is continuously updated by the Juno team in order to ensure users have a clear understanding of what is possible with Advisor and how to make the most of it for you and your team. If you have any questions please don’t hesitate to contact us at [email protected] or [email protected]
Last Updated: June 5, 2025
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Demo video coming soon
We built Advisor to provide CPAs and financial advisors with a first of its kind AI-powered tool to not only save time, but drive revenue for their businesses by making client advisory services easier than ever before. When used to it’s full potential Advisor is a CPA and Data Engineer combined into one. You can talk to Advisor just how you would ask a co-worker and get answers in seconds.
In the below document we’ll explain how to make the most of Advisor across the following vectors: tax research, client data, tax planning, projections/tax planning, and generating reports.
We take pride in listening to our users and building features you need. Please never hesitate to provide feedback or suggest an improvement to the product. You can email [email protected] with feedback or improvement suggestions. Lastly, be on the lookout for feature update emails. Every 2-3 weeks you can expect new features to be released.
The following should be treated as a checklist to maximizing the value you and your team can extract from Advisor. Click to expand each section.
We designed Advisor to be a collaborative tool within firms. There are several ways to utilize Advisor as a team. Before doing so make sure you invite your team to join your account.