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Let's Get Your Firm on Lunar

Join the waitlist for early access, or reach out with questions. We'd love to hear from you.

Join the Waitlist

We're onboarding firms in small batches. Reserve your spot.

Why Join the Waitlist?

  • Priority access — Waitlist members are invited first, in order of signup.
  • Locked-in pricing — Early access members keep their reduced rate for the first year.
  • Direct input — Shape the product by providing feedback during the early access period.
  • Free onboarding — Our team will help you set up and configure Lunar for your firm.
  • No commitment — You can cancel at any time during early access.

Have questions?

support@lunar.tax

Frequently Asked Questions

Lunar currently supports W-2, 1099-INT, 1099-DIV, 1099-NEC, 1099-R, and 1098 forms. We're adding support for K-1 (Schedule K-1) and additional 1099 variants in upcoming releases. All supported forms are fully extractable, reviewable, and exportable.

Lunar exports directly into UltraTax CS, Drake Tax, and Lacerte / ProConnect Tax. Our desktop agent runs on your Windows PC and automates the data entry process — no manual copy-paste required. The agent supports the 2025 and later versions of each software.

Lunar uses a 3-tier AI extraction engine. First, Our AI runs a purpose-built model optimized for IRS forms. If confidence is below our threshold, a second pass uses layout analysis with field-matching rules. For the most difficult documents, a third tier uses advanced AI as a fallback. Every extracted field includes a confidence score, and our review interface flags anything that needs human verification. Nothing reaches your tax software without review.

Absolutely. Every piece of sensitive data is encrypted with AES-256-GCM before it's stored — including names, SSNs, and tax field values. Each firm gets its own encryption key, secured by enterprise key management. We enforce row-level security at the database level so one firm can never see another firm's data. We also scrub SSNs and EINs from all application logs. Lunar is designed to meet IRS Publication 4557, SOC 2, and GLBA requirements.

The review interface is entirely web-based — no installation required. For the export step (pushing data into UltraTax, Drake, or Lacerte), you install a lightweight Windows desktop agent on the PC where your tax software runs. The agent runs in the background and handles the automation. It takes about 2 minutes to set up.

Early access users get full platform access at a reduced rate. We're onboarding firms in small batches to ensure quality support. Waitlist members will be invited in the order they signed up, and early access pricing will be locked in for the first year.