SERIES E · LED BY JMI EQUITY

Blue J raises $176M for agentic AI in tax

Led by JMI Equity, our Series E will scale Workflows, our soon-to-be-released agentic AI that helps turn a tax question into a partner-ready deliverable. Every step is sourced and verifiable, and every call is still yours.
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Join the Workflows waitlist

_{Led by JMI Equity, with Oak HC/FT, Sapphire Ventures, and Intrepid Growth Partners}

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A year of momentum

165%

Growth in annual recurring revenue in the 15 months since our Series D

6,500+

Organizations using Blue J, including Big Four firms and Fortune 100 companies

14M+

Tax questions answered

Why we’re building Workflows

“JMI is focused on partnering with AI innovators who deliver unique value for specific markets. Blue J has done exactly that for tax.”

Jack Duane

Principal, JMI Equity

“We’re building toward a world in which every tax professional has a team of AI agents at their side, able to carry that work, under their direction, from the client’s first question to the finished deliverable.”
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Benjamin Alarie

CEO and co-founder, Blue J

Never start from zero

Proven, practitioner-designed Workflows give your whole team a consistent approach to tax work. Every step is visible, so you’ll know exactly how the work was done.

Get a head start

Have a return that needs reviewing? Or an agreement that needs analyzing? Whatever’s on your desk, our pre-built Workflows let you skip all the tedious ground work so you can stay focused on strategic decisions.

Tailor to your clients

Shape client deliverables around their specific tax situation. Whether it’s past returns, agreements, transcripts, notices, or anything else you have on hand, we’ll take it into account.

Put Blue J to work

We’ll take it from here, reasoning through every step of the work. When judgment calls need to be made, we’ll pause to ask for your input.

Review, refine, and hit reply

With every step and source visible, Blue J makes reviewing painless. And if there’s anything that needs refining, all you need to do is ask a follow-up to adjust the output. No more endless review cycles, just faster, better client deliverables.

Built to handle the tax work already on your plate

Bring consistent, expert-designed processes to the work that runs the firm and the advisory work that grows it.

Tax returns

Cut the manual effort required for individual and partnership return review work. Surface issues before filing and give reviewers a stronger starting point during busy season.

Sample Workflows include 1065 Technical Review

You provide:

The return and relevant source documents, such as K-1s, a trial balance, or a partnership agreement.

Blue J delivers:

Technical review notes, cited internal memo, or a PTP adjustment schedule.

Notices

Turn an IRS notice into a response package that puts deadlines, supporting authority, and next steps in focus.

Sample Workflows include IRS Transcript Review and Account Reconciliation, Federal and State Notice Review and Response

You provide:

The notice or letter, along with any supporting documents, including returns or transcripts.

Blue J delivers:

A response plan or draft package including key deadlines, a cited IRS response, and a client email.

Agreements

Get to the provisions that matter for tax. Shift your efforts from digging through agreements to actually advising on their implications.

Sample Workflows include Partnership Agreement Allocations Review, Trust Agreement Analysis

You provide:

A partnership, LLC, or trust agreement and relevant client facts.

Blue J delivers:

A structured tax analysis with key clauses, classification conclusions, supporting excerpts, and missing information to follow up on.

SALT

Go from reactive compliance to proactive planning with a clearer view of your client’s state tax exposure and obligations, prioritized by risk.

Sample Workflows include State Tax Nexus Study, Sales Tax Registration Plan

You provide:

Client facts about revenue, business activities, and operations across states.

Blue J delivers:

A state-by-state breakdown of where your client has nexus, which filings they owe, and which states to address first, with supporting authority.

Client communication

Keep clients informed while freeing more of your time to strengthen client relationships.

Sample Workflows include Tax Law Change Client Alert, Meeting Notes to Action Items, 1040 Client Results Email

You provide:

Meeting notes, tax developments, work performed, and other relevant facts or client context.

Blue J delivers:

A professional, tax-aware draft in the form of a client alert, follow-up email with action items, or billing narrative.

What’s next for Blue J, and for you

This funding gives us more capacity. But what we deliver for you next is what matters.

More of your work, done in Workflows

From trusted answers to partner-ready work, in Blue J and inside tools you already use, like Legora.

Improvements, sooner
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We’re using AI more deeply in how we build and release, so you see new features faster.

Deeper content
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Broader authoritative coverage, and long-term access to the sources you rely on.

More markets
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We’re expanding in the UK and internationally.

Hear from your peers

Hear what customers say once Blue J is part of the workflow.

“Something that historically would have taken me 4 to 5 hours, I can get done in 15 minutes.”

Joe Fullerton, Tax Partner

Sorren

“The time that has freed up to focus on areas where we should be focusing is just in abundance.”

Kristina Stamatis, Partner

MMB+CO

“We have literally 30-year national tax professionals that just love going to Blue J.”

Tim Moy, Managing Partner

MBE CPAs

“Being able to do research quickly and get back to clients is what they have come to expect.”

Matt Brewer, Tax Partner

Sorren

“Blue J gave us easy, great results when it came to any type of challenging tax-related issues.”

Tim Robertson, Senior Accountant

Pearce, Bevill, Leesburg, Moore, P.C.

Turn your next tax question into a partner-ready deliverable.
Just ask Blue J.

Join the waitlist

Blue J raises $176M for agentic AI in tax

Led by JMI Equity, with Oak HC/FT, Sapphire Ventures, and Intrepid Growth Partners

A year of momentum

Why we’re building Workflows

Never start from zero

Get a head start

Tailor to your clients

Put Blue J to work

Review, refine, and hit reply

Built to handle the tax work already on your plate

Tax returns

Notices

Agreements

SALT

Client communication

7 Day Free Trial

What’s next for Blue J, and for you

Hear from your peers

Turn your next tax question into a partner-ready deliverable. Just ask Blue J.

_{Led by JMI Equity, with Oak HC/FT, Sapphire Ventures, and Intrepid Growth Partners}

Turn your next tax question into a partner-ready deliverable.
Just ask Blue J.