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Sole Practitioner
As a sole practitioner, you play a lot of roles—from compliance expert, to tax planner extraordinaire, to occasional emergency problem-solver. In every role you play, your clients are counting on you to have all the answers. Be there for your clients, with a tax research solution that’s there for you.
Blue J instantly delivers up-to-date, accurate tax answers, so you can always be confident in the advice you’re providing to clients. Plus, automated drafting can help you explain your findings in a way they’ll actually understand. Spend less time on research and more time helping your clients, no matter what role you’re playing.
Tax is personal
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
PLANS AND PRICING
Sole Practitioners
For individuals looking to implement an out-of-the-box tax research solution.
- Access to US federal and SALT tax database
- Includes case law and commentary
- Unlimited usage
- Includes memo and email drafting
- Conversational—ask follow-up questions
- Suggested follow-up questions for faster research
- Daily updates of content
- Access to online help center
- SOC 2 Type 2 security compliance

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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