Built to Handle Tax Season at Scale
Every feature in Lunar was designed with one goal: eliminate the hours your team wastes on manual data entry while keeping client data secure.
3-Tier AI Extraction Engine
Lunar doesn't rely on a single AI model. Our extraction pipeline uses three complementary approaches to achieve near-perfect accuracy on every document type:
- Tier 1: Purpose-built AI models -- optimized specifically for IRS form layouts.
- Tier 2: Layout analysis with field-matching rules -- catches edge cases and non-standard formatting.
- Tier 3: Advanced AI fallback -- handles the most challenging documents with contextual understanding.
Every field receives a confidence score. Your team only touches what needs attention.
Review Only What Matters
Not every field needs human eyes. Lunar's confidence system sorts extracted data into three categories:
The result: your reviewers spend their time on judgment calls, not re-checking obvious data.
One Click to UltraTax, Drake, or Lacerte
Lunar's Windows desktop agent sits alongside your tax software and automates the data entry process. No CSV imports. No copy-paste. No switching between windows.
The agent supports the 2025 tax year and later versions. It installs in under 2 minutes and runs silently in the background.
Security as Architecture, Not an Afterthought
Every piece of taxpayer data is encrypted before it touches our database. Every action is logged. Every access is controlled.
- AES-256-GCM envelope encryption with per-firm keys
- Enterprise key management for cryptographic keys
- Row-Level Security isolates every firm's data at the database level
- Immutable, encrypted audit log for every action
- SSN and EIN scrubbed from all application logs
- Role-based access control: Admin, Preparer, Reviewer
- MFA and SAML SSO supported
- 7-year configurable data retention with automated purge
Your Firm, Your Rules
Invite preparers and reviewers with role-based access. Admins control who can review, who can export, and who can manage the firm.
SSO integration means your team logs in with existing credentials. MFA adds an extra layer of protection.
Every Action, Logged and Encrypted
Lunar maintains an immutable audit trail for every operation in the system. When the IRS or your internal compliance team asks "who did what, and when?" -- you'll have the answer.
- Document uploads and deletions
- AI extraction runs and results
- Human review decisions and overrides
- Export operations and destinations
- Team member additions, removals, and role changes
- Login events and access patterns
Audit logs are encrypted at rest, tamper-evident, and retained for your configured retention period (up to 7 years).