Case study

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.

Stack

ReactTypeScriptViteFastAPIPythonPostgreSQLSupabaseAzure Document IntelligenceClaude AIElectronTanStack QueryTailwind CSSAlembicpywinauto

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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

How We Built It

High-performance backend handles document processing pipelines without slowing down
Modern web interface with real-time data fetching and optimistic updates
Desktop application for the export feature, runs locally to interact with installed tax software
Background job processing handles document queues so the interface stays responsive
Full CI/CD pipeline with seven stages of automated checks before any code reaches production
Real-time error monitoring catches issues the moment they happen

More work

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