Saltmarsh Advances Client Service with AI-Powered Tax Research from Blue J

Saltmarsh, a full-service accounting and consulting firm with offices across Florida and the Southeastern USA, has switched to Blue J as its go-to tax research software. Like many firms, Saltmarsh faced challenges in conducting tax research efficiently, with traditional research methods requiring navigation through cumbersome platforms, reconciling complex and sometimes contradictory rules, and dedicating significant time to ensure accuracy. These demands created potential bottlenecks in workflows and risked slowing client service for a team that prides itself on responsiveness and clarity.

To help solve these challenges, Saltmarsh switched to Blue J, an AI-powered tax research platform that combines advanced language models with a dependable tax database and expert insights. The technology integrated seamlessly into the firm’s existing processes, enabling the team to quickly and confidently analyze complex tax issues. By streamlining research and improving confidence in results, Blue J reinforced the firm’s reputation for precision and reliability.

“With Blue J, our team can get to the right answer faster and with more certainty. It’s been a real time-saver and allows us to spend more time focusing on our clients instead of digging through endless resources.” – Suzanne Bach, Partner, Saltmarsh

The adoption of Blue J has delivered measurable results. Saltmarsh has significantly reduced the time required to research complex tax questions, allowing staff to dedicate more energy to client relationships and higher-value work. Efficiency has improved across tax, accounting, and audit services, ensuring that clients receive timely, accurate, and well-supported guidance.

“We’re thrilled to see firms like Saltmarsh embracing AI to deliver faster, more reliable answers to their clients. Their values-driven approach and commitment to innovation make them a great partner for Blue J.” – Mat Armstrong, Vice President of Customer Success, Blue J

Looking ahead, Saltmarsh sees Blue J as essential to its long-term strategy. By embracing dependable, cutting-edge technology, the firm is optimizing internal operations while continuing to deliver the high-quality, personalized service that clients expect.

About Saltmarsh

Saltmarsh is a full-service accounting and consulting firm founded in 1944, with offices across Florida and the Southeast. The firm provides a broad range of services, including tax planning and preparation, audit & assurance, accounting solutions, business valuation, litigation support, IT consulting, estate planning, and wealth management. Saltmarsh is dedicated to achieving success by contributing to the success of its clients, delivering trusted expertise and personalized service.

About Blue J

Blue J is the industry-leading AI-powered tax research platform that empowers professionals with fast, accurate, and expert-backed guidance. By combining advanced language models with a trusted tax database and deep subject-matter expertise, Blue J revolutionizes how tax research gets done, enabling firms to deliver answers with greater speed and confidence.

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