Blue J

TL;DR

• 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.

What is Blue J

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.

Key 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.
• Enterprise-Grade Security: SOC 2 Type 2 compliant, ensuring high standards for data security and confidentiality.

Who is Blue J for?

• 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.

Key Use Cases & Applications

• 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.

Pros

• 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.

Cons

• 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.

Pricing Info

• 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.