• AI-powered research assistant for finding answers to complex tax questions.
• Accelerates research and automates the drafting of client memos and emails.
• Provides verifiable answers from a curated database of trusted tax law and commentary.
• Ideal for tax professionals and accounting firms, from sole practitioners to large enterprises.

• AI-powered assistant that answers complex tax questions in seconds.
• Automates tax research, memo drafting, and document analysis for accountants.
• Ideal for tax firms, businesses, and finance teams seeking 10× productivity.
• Free 14-day trial; custom pricing available for firms and enterprises.

Blue J is a specialized AI research assistant designed to help tax professionals and accountants find clear, verifiable answers to complex tax questions. Functioning as a generative AI for tax law, it addresses the core problem of slow and tedious traditional research by providing a conversational interface to its curated, daily-updated database of legislation, case law, and official commentary.

This allows users to move from a question to a well-sourced answer and even a drafted client communication in minutes, significantly improving efficiency and accuracy.

• Sole Practitioner Accountants needing fast research without a large team.
• Tax Attorneys and Legal Professionals requiring accurate, citable tax law research.
• Local and Regional Accounting Firms seeking consistent client advice.
• National and Enterprise Tax Advisory Practices needing scalable, secure research tools.
• Corporate Tax Departments managing complex corporate tax compliance and planning.

• Answering complex client queries quickly with authoritative sources.
• Drafting research memos that summarize findings and cite relevant legal sources.
• Validating tax positions against the latest case law and legislation.
• Onboarding and training new associates efficiently with an easy-to-use research tool.

• Provides verifiable answers with direct citations to trusted tax laws and case law.
• Significantly reduces research time from hours to minutes.
• Automated drafting feature accelerates memo and email creation.
• Intuitive, conversational interface easier to use than traditional legal research databases.

• Per-user pricing can become expensive for small firms or growing teams.
• Databases are jurisdiction-specific (US, UK, Canada), requiring separate or more costly plans for international operations.
• No self-serve free trial; evaluation requires scheduling a sales demo.

• Sole Practitioners: $1,498/year per user – access to the US tax database, unlimited usage, memo and email drafting, conversational search, and daily content updates.
• Local, Regional, and National Firms: Contact Sales – all features from the Sole Practitioners plan, plus dedicated customer representative, on-demand training, usage reporting, custom SSO, and advanced security features.

• Generative AI Tax Research: Ask complex tax questions in natural language and receive comprehensive, human-like answers with follow-up suggestions.
• Verifiable Answers with Citations: Every answer is supported by direct links to source material within its trusted database.
• Automated Drafting: Generate high-quality first drafts of client emails and research memos automatically.
• Curated Jurisdictional Databases: Daily updated databases for specific countries, including the UK, US, and Canada.

TaxGPT is an AI tax assistant that leverages proprietary large language models trained on millions of IRS documents, regulations, and CPA-verified sources. The platform accelerates tax research, automatically drafts memos and client communications, and reviews returns for errors, enabling accounting firms and in-house finance teams to cut research time by up to 99%. It belongs to the AI Tax Research & Compliance category.

• AI-Powered Tax Research – Instantly retrieve authoritative answers to complex federal and state tax questions, backed by citations to primary sources.
• Memo & Letter Drafting – Automatically generate tax memos, IRS notice responses, and client emails to streamline communication workflows.
• Document Analysis – Upload and analyze 1,000+ tax forms; receive summaries and flagged issues in seconds.
• Agent Andrew Review Tool – AI audits 1040, 1065, 1120, 1120-S, and more, highlighting red, yellow, and green flags for error detection and savings opportunities.
• Client Profiles & Management – Centralize client data, documents, and conversation history in a single secure hub.
• Embedding & API Access – Integrate TaxGPT’s chatbot into websites or internal systems to provide 24/7 tax guidance.
• Enterprise-Grade Security – Data encrypted at rest and in transit on AWS and Azure, meeting industry standards for confidentiality.

• Certified Public Accountants (CPAs) and Enrolled Agents
• Tax & accounting firms of all sizes
• Corporate finance and in-house tax departments
• Small-business owners seeking self-service tax guidance
• SaaS product teams that want to embed tax Q&A into their apps

• Rapidly answering complex multi-state tax nexus questions for clients.
• Drafting detailed tax memos and IRS response letters in minutes.
• Automated review of prepared 1040/1120 returns to catch errors and savings.
• Embedding a tax Q&A chatbot on a financial services website to reduce support tickets.
• Summarizing uploaded client tax documents to outline next-step actions.

• Significantly reduces manual tax research time.
• Document flagging tool (Agent Andrew) lowers audit risk.
• Secure, SOC-aligned infrastructure for sensitive data.
• Free trial lets users evaluate value before committing.

• Full pricing not publicly listed—must book a demo for quotes.
• Reliance on AI outputs may still require expert human review.

TaxGPT offers a free 14-day trial for new users. Detailed pricing for professional, business, and enterprise tiers is provided upon request—interested teams can schedule a demo via the official site.