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.
Blue J, the leading generative AI solution trusted by tax professionals, uses generative AI technology and an expansive tax database to deliver fast and accurate research. BPW is leveraging this platform to improve the speed and depth of its tax research, offering clients data-backed insights on a much-accelerated time scale.
Crystal Knepler, Partner in charge of the Tax Department at BPW, says: "We’ve found that Blue J has been a tremendous addition to our tax research process. We’ve been saving a lot of time by using Blue J to take complex tax concepts, research, and analysis and compile it into language that our clients will understand. That’s not always easy to do, so having Blue J saves time and gets a better answer to the client.”
Jacob Sheffield, Partner specializing in the Tax Department at the firm, comments: “We’ve found Blue J makes a real difference and has great feedback from our team at all levels. The research aspects can be very helpful whether you know where to start or not, and we’re finding everyone’s saving time with it in their own way. It’s certainly a win for our clients as well, since we’re able to get through so much of the often difficult material, quickly, to get them the answer they need much sooner than was possible before Blue J.”
Mat Armstrong, Director of Customer Success at Blue J, remarks: "The team at BPW has been fantastic to work with; they’ve been diligent and thoughtful about their rollout which has led to great understanding and engagement from their team with Blue J. We look forward to continuing to save time and lead to great results for the group.”
About Bartlett, Pringle & Wolf, LLP
Bartlett, Pringle & Wolf, LLP is a full-service accounting and consulting firm dedicated to helping clients optimize their financial success. With deep roots in Santa Barbara for over 75 years, a team of 85 professionals, and clients in 39 states, their expertise enables them to guide clients through all business phases and life stages. For more information, please visit bpw.com.
About Blue J
Blue J is the leader in AI-powered tax law research, dedicated to empowering tax experts with groundbreaking insights and efficiency. Founded in 2015, Blue J has rapidly become a trusted partner to tax experts worldwide, pushing the boundaries of what’s possible in tax research and advisory services.
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