Intelligent Diagramming for Professionals

Capture key tax metadata as you draw

Our expert-designed interface allows you to capture vital tax information as you draw, helping to create better analyses, faster.

Maintain consistency across the team with standardized diagrams

Access industry standard shapes, and get started with pre-built templates for mergers & acquisitions, corporate dividends, spin-offs and more.

Real-time collaboration made simple

Leverage expertise across the team and streamline review by working together live in one solution. Easily export for further review and collaboration directly in the Microsoft Office suite, including PowerPoint.

Clients

10,000+ users across North America

Efficient Powerful Collaborative Professional Standardized

Efficient

Create complex diagrams in minutes

Use tools tailored for your unique workflow to create diagrams in minutes rather than hours.

Powerful

Capture key tax metadata as you draw

Our expert-designed interface allows you to capture vital tax information as you draw, helping to create better analyses, faster.

Collaborative

Real-time collaboration made simple

Leverage expertise across the team, and streamline reviews and revisions by working together on diagrams in one platform.

Professional

Purpose-built for the most important diagrams

Share clean, attractive designs that engage your clients and elevate your firm’s brand.

Standardized

Maintain consistency across the team with standardized diagrams

Access industry standard shapes, and get started with pre-built templates for mergers & acquisitions, corporate dividends, spin-offs and more.

Tax

Create beautiful, powerful tax structures in minutes.

Collaborate on your tax planning in real time. Capture key entity and relationship data in your structure. Built by leading tax practitioners to meet the demands of the tax industry.

This is really created for what we do. Excel org charts and SmartCharts are just not designed for what we’re doing on a day to day basis, from charting entities to transactions, this tool is meant for that. That’s what makes it a really powerful tool.” - Peter Stratos, Principal, Tax Advisory Services - International

Corporate & Transactional

Model mergers, acquisitions and restructures in minutes.

Collaborate on changes to an organizational structure in real time. Map out alternative structures in seconds.

Trusts & Estates

Model trust and estate plans in minutes.

Collaborate in real time to tailor and optimize your plan to meet your clients’ needs. Map out alternative scenarios in seconds.

Private Equity

Visualize your private equity structure and investments in minutes.

Collaborate in real time to model investment scenarios.

How it works

How to use Blue J diagramming

Open a new canvas

Create a new diagram from scratch or use a template by our Legal Research Team for typical structures and reorganizations.

Draw

Draw each entity and identify the relationships among them. Use the tailored fields to enter relevant information.

Analyze

Once your diagram is completed, you can visualize the full picture to spot potential tax issues and identify opportunities for tax efficiencies.

Document & share

Download a PDF report of your diagram showcasing your analysis to keep in your client’s file or to share with your colleagues. Add the diagram to a workspace to complete your analysis of a complex tax issue with a visual representation.

250+

clients across North America

100k+

legal and tax scenarios analyzed

10k+

over 10,000 users

Customer Stories

Legal and Tax Experts, Leading with Technology

Learn why over 7500 tax professionals across 250+ organizations in North America choose Blue J for their tax research, analysis and planning.

View all Customer Stories

Blue J Announces Generative AI Collaboration with RSM

Blue J, the leader in generative artificial intelligence (AI) for tax experts, is pleased to announce today that they have expanded their relationship with RSM US LLP (“RSM”), the leading provider of assurance, tax, and consulting services for the middle market. RSM will expand its footprint with Blue J by implementing Ask Blue J into its tax practice.

Hatridge Tax & Accounting Grows Capacity as a Sole Proprietor through Blue J, AI for Tax Research

Hatridge Tax & Accounting (“Hatridge”, or “the firm”), a boutique enrolled agent and tax prep firm based in Colorado, has successfully incorporated Blue J, an AI-driven tax research platform, into its operations. This collaboration with Blue J has sped up the firm's research procedures, enabling the firm to take on more work and be more responsive to client inquiries while maintaining a small operation, keeping costs low for clients.

Barnes Dennig Enhances Tax Research with Ask Blue J Generative AI Platform

Barnes Dennig, a leading accounting firm in the Midwest, is enhancing tax research efficiency by integrating Ask Blue J, the leading AI-powered tax research tool, into its workflows. This strategic implementation of Ask Blue J will streamline research processes and enhance the quality and speed of client insights.

Bartlett, Pringle & Wolf, LLP Equips Staff to Handle Advanced Tax Research Quickly through Blue J

Bartlett, Pringle & Wolf, LLP (BPW, or “the firm”), a well-established California-based accounting firm, has successfully integrated Blue J, an AI-powered tax research tool, into its workflows. This partnership with Blue J has streamlined the firm’s research processes and enhanced the quality and speed of client insights for the past six months.

Get Started

Start enjoying better, faster analysis with Blue J

Whether you have questions or are interested in booking a demo, we would love to hear from you.

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