Today, we are introducing Lunar: an AI-powered platform that extracts data from tax documents and exports it directly into the software accounting firms already use.
We built Lunar because we saw a problem that was not getting solved. Every tax season, accounting firms across the country lose thousands of hours to manual data entry. Staff members sit at their desks, retyping numbers from W-2s, 1099s, and 1098s into UltraTax CS, Drake Tax, or Lacerte. It is the most tedious part of tax preparation, and it is the part that drives talented people out of the profession.
What Lunar Does
Lunar reads tax documents so your team does not have to. Upload a W-2, 1099, or 1098 — whether it is a crisp digital PDF or a phone photo of a crumpled form — and Lunar extracts every field using a 3-tier AI engine purpose-built for tax documents.
Every extracted value comes with a confidence score. Fields where the AI is highly confident are auto-accepted. Fields with lower confidence are flagged for your team to review in a clean, purpose-built interface. You see the original document side by side with the extracted data, so confirming or correcting takes seconds rather than minutes.
Once everything is verified, one click exports the data directly into your tax software. Our desktop agent handles the integration with UltraTax CS, Drake Tax, and Lacerte, automatically filling in the right forms and fields. No copy-paste, no re-keying, no import files to wrangle.
Why Lunar Is Different
There are other document processing tools on the market. Here is what sets Lunar apart.
Built specifically for tax documents. Lunar is not a general-purpose OCR tool that has been adapted for tax forms. Our AI models have been trained from the ground up on W-2s, 1099 variants, and 1098s. We understand the specific layouts, field relationships, and validation rules that apply to each form type.
Confidence-gated review. We do not ask your team to verify every field. Our confidence scoring system identifies the specific fields that need human attention, so your reviewers spend their time where it actually matters. High-confidence fields are auto-accepted, which is what makes the 2-minute average processing time possible.
Real integration, not export files. Lunar does not just produce a CSV that you have to import. Our desktop agent connects directly to UltraTax CS, Drake Tax, and Lacerte and fills in the forms automatically. The data goes where it needs to go, in the format it needs to be in, without any manual steps in between.
Security from the ground up. Tax documents contain some of the most sensitive personal information that exists: Social Security numbers, income data, addresses. Lunar uses AES-256-GCM envelope encryption with per-firm keys, role-based access controls, multi-factor authentication, and a complete audit trail. SSNs are never stored in plaintext. We are built to meet and exceed IRS Publication 4557 requirements.
Early Access
Lunar is now available in early access. We are onboarding firms on a rolling basis and working closely with each one to ensure the platform meets their specific needs. Early access members lock in reduced pricing for the first year and get direct input into the product roadmap.
If you are tired of losing hours to manual data entry, if you want to free your team to focus on the work that matters, we would love to have you try Lunar.