

Regional Firms
Grows your practice and grows with your practice. Take your accounting firm to the next level, using the research solution designed to transform the way tax experts work. With accelerated research and drafting, you’ll have more time for the work that provides clients with the most value, to keep your reputation strong.
What’s more, Blue J’s conversational interface makes using it as easy as asking a colleague a question, which means your team already knows how it works. Skip the adoption struggles and get back to doing what you do best—delivering exceptional service to clients.
A trusted partner to thousands of leading accounting firms



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Ready to grow?
Tax research your team will actually want to use
>70%
of tax experts use Blue J every week
2.9
hours saved per user each week
20
seconds to start answering complex tax questions
What Blue J customers are saying


“We are excited to use Blue J to elevate the initial work product our team is able to produce."
"We’re incorporating Blue J to ensure our people are well-equipped with a research tool that delivers on both ease of use and quality of deliverable. It will save us a lot of time as a starting point, so we can focus our efforts on the analysis. Ultimately, it helps us get to the right answer, faster.”
"We’re incorporating Blue J to ensure our people are well-equipped with a research tool that delivers on both ease of use and quality of deliverable. It will save us a lot of time as a starting point, so we can focus our efforts on the analysis. Ultimately, it helps us get to the right answer, faster.”


"We had used Checkpoint for a long time but found it wasn’t particularly well-used in our practice."
"A lot of our practitioners would have to turn to Google to find what they were looking for, which of course isn’t ideal. Blue J is a real game-changer when it comes to this, since it combines the efficiency of Google with the authoritative tax materials our people really need to serve their clients best. At ELO, we pride ourselves on providing services that are focused on value for clients and exceeding their expectations. Adding Blue J to our toolbox will enable us to do just that, as we continue to evolve our service offerings to better serve our clients’ needs.”
"A lot of our practitioners would have to turn to Google to find what they were looking for, which of course isn’t ideal. Blue J is a real game-changer when it comes to this, since it combines the efficiency of Google with the authoritative tax materials our people really need to serve their clients best. At ELO, we pride ourselves on providing services that are focused on value for clients and exceeding their expectations. Adding Blue J to our toolbox will enable us to do just that, as we continue to evolve our service offerings to better serve our clients’ needs.”


"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.”
"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.”


"We find this tool to be a game-changer for us and our clients.”
“We had the opportunity to pilot some other AI solutions in the market, and found that the improvement over traditional search was limited - except in Blue J’s case, where the efficiency gain over traditional research methods is significant."
“We had the opportunity to pilot some other AI solutions in the market, and found that the improvement over traditional search was limited - except in Blue J’s case, where the efficiency gain over traditional research methods is significant."


"We wanted to have a tool that people were using at all staff levels."
"We wanted something that lived up on their third screen - something that would be available and helpful to them every day. What we've found is it's been easy to get people to get into the habit of using Blue J because it helps people. Blue J allows us to quickly respond to client questions in a way that they can understand it, which helps us deal with the volume of client questions that come in. We were up and running very quickly with Blue J - within 5 minutes, our staff understood how this will be helpful, and the rest of the training program is refining prompting skills and building use cases and best practices."
"We wanted something that lived up on their third screen - something that would be available and helpful to them every day. What we've found is it's been easy to get people to get into the habit of using Blue J because it helps people. Blue J allows us to quickly respond to client questions in a way that they can understand it, which helps us deal with the volume of client questions that come in. We were up and running very quickly with Blue J - within 5 minutes, our staff understood how this will be helpful, and the rest of the training program is refining prompting skills and building use cases and best practices."

Case Studies

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Your questions, answered
Blue J leverages the latest large language models and our vast database of tax content to deliver industry leading quality answers to challenging tax questions in seconds. Answers are backed by relevant source documents empowering tax experts to perform exceptional analysis faster than ever.
Blue J is predominantly trained on primary resources and Tax Notes’ news and commentary to ensure the breadth and quality of the answers we provide.
Our database of primary tax sources is current and updated daily.
When Blue J responds with “I don't know," it means it is unable to accurately respond to your query at this time. There could be a few reasons why:
- Blue J does not have the source material to respond accurately
- Blue J could not interpret the prompt to produce the correct context for an answer
This response demonstrates the strength and reliability of our platform, and how we are working to eliminate "hallucinations” - inaccurate or fabricated answers provided by the model.
Blue J does not read, share, or learn from any information input by our users without explicit permission. Customer questions are stored in a secure, encrypted database, only accessible to select individuals who need access to maintain the database. We work with an independent auditor to maintain a SOC 2 Type 2 report on an annual basis, which objectively certifies our controls to ensure the continuous security of our customers' data.
Security and trust are fundamental to our services, and Blue J is committed to ensuring that our product and processes employ enterprise-grade best practices to keep your data safe. Customer questions are stored in a secure, encrypted database, only accessible to select individuals who need access to maintain the database. We work with an independent auditor to maintain SOC 2 compliance, which objectively certifies our controls to ensure the continuous security of our customers' data.

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