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Lunar
A platform that helps accounting firms process tax documents dramatically faster. Upload W-2s, 1099s, and 1098s, and AI extracts all the data automatically. Staff review the results with a streamlined interface, then export directly into UltraTax CS, Drake Tax, or Lacerte, cutting hours of manual data entry down to minutes.
lunar.tax
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Outcomes
Three layers of AI work together to extract data accurately: specialized tax models, layout analysis, and Claude AI as a safety net
Staff review extracted data with a side-by-side view showing the original document next to the parsed fields, accept or correct with a click
Data exports directly into UltraTax CS, Drake Tax, and Lacerte through desktop automation, no copy-pasting between programs
Inside the build
Document Processing
- Handles W-2s, 1099-INT, 1099-DIV, 1099-NEC, 1099-R, and 1098 tax forms
- Three-tier AI approach: specialized tax models handle most forms, layout analysis catches edge cases, and Claude AI fills any remaining gaps
- Every extracted field gets a confidence score so staff know exactly which values to double-check
- Upload entire batches of documents and the system processes them all simultaneously
- Automatically detects the form type and routes it to the right extraction method
Review Workflow
- Side-by-side view: the original document on one side, extracted data on the other
- Accept correct fields with a click, or override values that need correction
- Low-confidence fields are flagged for mandatory review before data can be exported
- Dark mode and full keyboard navigation let power users fly through stacks of documents
- Accessibility-compliant interface works well with screen readers and assistive technology
Tax Software Export
- Exports reviewed data directly into UltraTax CS through intelligent desktop automation
- Drake Tax integration maps every field accurately and validates before sending
- Lacerte and ProConnect support with the ability to pause, resume, or retry any export
- If something goes wrong during export, the system generates a detailed report for troubleshooting
Security & Compliance
- All tax data encrypted at rest using industry-standard encryption (AES-256)
- Client names and Social Security numbers get an extra layer of encryption for maximum protection
- Complete, tamper-proof audit trail records every action taken on every document
- Strict data isolation ensures each accounting firm can only access their own client data
- Role-based permissions control who can upload, review, and export within each firm
- Device approval and rate limiting add extra layers of protection against unauthorized access