Lunar PapersSpace Age Tech for Taxes
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Demo

One client, start to finish.

A fictional family's tax documents, the way clients really send them: a dozen files, a sideways phone photo, a combined scan, a reissued W-2, a missing W-2 from a job change, and inherited stock with no basis. Watch it get filed, estimated before anyone opens the tax software, built into workpapers, followed up with the client, and compared with the prepared return.

Narrated by an AI-generated voice (not a real person's). The client, documents and figures are fictional.

Start freeBook a walkthroughYour first workbook free with your firm's email, with its first return comparison. No card.
What you'll see

Six steps, one place.

01

Upload the documents

Whatever the client sent, plus last year's return.

02

Filed and renamed

Every document identified, renamed and filed in your folder structure.

03

The estimate and the workpapers

A provisional refund or balance due beside last year's, built on one Excel workbook with every figure traced to its source.

04

Open items and the client email

Pass, answer or send each item to the client. The request email is drafted for you.

05

Compare the prepared return

Upload the return as a PDF. Possible differences are flagged with guidance for your tax software, and your preparer decides each one.

06

Clear the findings

The workbook records how each finding was handled. Compare the corrected return again if needed.

Why it's different

Answers earlier. Fewer surprises at review.

The old way

  1. A first-year keys it from documents they didn't organize.
  2. The reviewer finds problems and sends it back down.
  3. The preparer fixes some of them; the workpapers fall behind.
  4. The manager sends it back down again.
  5. The partner finds what everyone missed.
  6. Knowledge leaks out at every hand-off.

With Lunar Papers

  1. The client's documents are organized before anyone touches them.
  2. A provisional estimate is ready before anyone opens the tax software.
  3. The workpapers are built and tied before you key a line.
  4. Open items are answered once, in one place, with a record.
  5. The client gets one clear request.
  6. The prepared return gets one more look against the workpapers before it goes out.
  7. You keep several clients moving while each one runs.
Why it exists

Built inside a working tax practice.

For years, busy season at my firm meant long nights tying out returns and chasing documents.

So I built the process I wanted every return to follow: organize everything first, build workpapers that support every number, ask the client once, and compare the return with the workpapers before it goes out.

Lunar Papers is that process, built as software for other firms.

William C. Robinson, CPA, J.D. · founder and owner · licensed since 2005. Lunar Papers, LLC is a software company. It is not a certified public accounting firm and does not provide accounting, tax preparation, or tax advisory services.

See it live

Book a 15-minute walkthrough.

We'll run an engagement on our fictional sample client and answer your firm's questions: data handling, section 7216, and how it fits your tax software.

Rather try it yourself? Start free. The security page covers data handling and §7216.