Tax Season Shouldn't Mean Late Nights Doing Data Entry
Lunar uses AI to extract data from W-2s, 1099s, and 1098s — then pushes verified results directly into UltraTax CS, Drake Tax, or Lacerte. What used to take 20 minutes per document now takes 2.
From Scanned Document to Tax Software in Minutes
No more retyping. No more double-checking boxes. Lunar handles the tedious work so your team can focus on what matters — advising clients.
Upload Documents
Drag and drop W-2s, 1099s, and 1098s — scanned PDFs, photos, or digital copies. Batch upload an entire client folder at once.
AI Extracts & You Verify
Our 3-tier AI engine extracts every field with confidence scores. Your team reviews flagged items in a purpose-built interface — no guesswork, just confirm or correct.
Export to Your Tax Software
One click sends verified data directly into UltraTax CS, Drake Tax, or Lacerte. Our desktop agent fills in the forms automatically — no copy-paste, no re-keying.
Everything You Need for Faster, Safer Tax Prep
AI-Powered Extraction
Our AI engine reads every box on W-2s, 1099s, and 1098s. A 3-tier engine handles even poor-quality scans with confidence scoring.
Confidence-Gated Review
Every field includes a confidence score. High-confidence fields auto-accept. Uncertain fields are flagged for human review.
UltraTax, Drake & Lacerte
Export to all three major tax software platforms with one click. Our desktop agent automates form population.
Bank-Grade Encryption
AES-256-GCM envelope encryption with per-firm keys managed by enterprise key management. SSNs never stored in plaintext.
Team & Firm Management
Role-based access, SSO, and MFA. Control who reviews, exports, and manages your firm's data.
Complete Audit Trail
Every action is logged with an immutable, encrypted audit trail. Meet IRS Pub 4557 requirements with no extra effort.