NATP Member Panel Exclusive: Harnessing AI in Small Firms

Whether you're a sole practitioner or part of a small firm, you need to wear a lot of hats—compliance expert, tax planner, last-minute problem-solver to name a few. In every role you play, your clients are counting on you to have all the answers. Blue J helps you stay on top of it all, with instant, accurate tax answers and automated drafting that makes it easy to explain your findings to clients. 

Already trusted by 1,000+ NATP members, Blue J has answered more than 800,000 questions in 2025 alone. With usage up 166% in just the last 3 months, it’s clear now that AI isn’t a trend. It’s the future of tax research. 

Join us for an exclusive NATP member webinar featuring a panel of your peers who are using Blue J’s generative AI to transform the way they work. Whether it’s exploring unfamiliar areas of tax, accelerating research, or improving client communications, these practitioners are unlocking new capacities with the help of AI.

Why Attend:

• Real-World Use Cases – Hear how small firms are using Blue J to accelerate their tax research and drafting
• Practical Insights – Learn tips for incorporating AI into your workflow—without adding more to your plate
• NATP Member Stories – Discover the impact Blue J has had across a growing network of over 1,000 NATP members
• Behind-the-Scenes Demo – See Blue J in action with a short walkthrough of the solution’s most powerful features
• Live Q&A – Get answers to your questions directly from the panel and Blue J’s expert team

Panelists:

Meet the sole practitioners and small firm tax professionals using AI to create exceptional client experiences. Our panel will share how Blue J lets them spend less time on research and more time helping their clients—no matter what role they’re playing.

• Thomas Bridgman, Founder, Enrolled Agent at Hudson Valley Tax Experts
• Wendy Platon, CPA, Founder & CEO, WP Accounting

Don’t Miss Out – Special NATP Pricing Ends Soon

As an NATP member, you have access to Blue J at the exclusive rate of $998/year—but this special pricing ends on June 30, 2025. Don’t miss this chance to experience Blue J and start transforming your tax research at this special price. 

Can’t make it live? Register anyway—we’ll send you the full recording to watch on your own time.

Register Now!

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