AGENTIC WORKFLOWS
The future of tax work starts here
Blue J’s agentic AI workflows come with expertise built-in, leveraging our leading tax research engine to produce tax work you can trust.
Trusted by tax professionals across leading firms
AGENTIC WORKFLOWS
Blue J’s agentic AI workflows come with expertise built-in, leveraging our leading tax research engine to produce tax work you can trust.
Trusted by tax professionals across leading firms
Proven, practitioner-designed workflows give your whole team a consistent approach to tax work. Every step is visible, so you’ll know exactly how the work was done.
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Have a return that needs reviewing? Or an agreement that needs analyzing? Whatever’s on your desk, our pre-built workflows let you skip all the tedious ground work so you can stay focused on strategic decisions.
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Have a return that needs reviewing? Or an agreement that needs analyzing? Whatever’s on your desk, our pre-built workflows let you skip all the tedious ground work so you can stay focused on strategic decisions.
01
Have a return that needs reviewing? Or an agreement that needs analyzing? Whatever’s on your desk, our pre-built workflows let you skip all the tedious ground work so you can stay focused on strategic decisions.
01
Have a return that needs reviewing? Or an agreement that needs analyzing? Whatever’s on your desk, our pre-built workflows let you skip all the tedious ground work so you can stay focused on strategic decisions.
"Blue J's ability to deliver fast, accurate and verifiable answers aligns perfectly with our mission to support tax professionals in their pursuit of excellence."
John Stevenson
Tax Director, Crowe
“I had a client with a very unique tax situation, and I struggled to find any authoritative sources to support our position. With Blue J, I was able to find multiple authoritative sources in less than a minute. "
John Stevenson
Tax Director, Crowe
“We are excited to use Blue J to elevate the initial work product our team is able to produce."
John Stevenson
Tax Director, Crowe
Bring consistent, expert-designed processes to the compliance work that runs the firm and the advisory work that grows it.
Cut the manual effort required for individual and partnership return work. Surface issues before filing and give reviewers a stronger starting point during busy season.
You provide:
The return and relevant source documents, such as K-1s, a trial balance, or a partnership agreement.
Blue J delivers:
A client email summarizing the return, technical review notes, cited internal memo, or a PTP adjustment schedule.
Turn an IRS notice into a response package that puts deadlines, supporting authority, and next steps in focus.
You provide:
The notice or letter, along with any supporting documents, including returns or transcripts.
Blue J delivers:
A response plan or draft package including key deadlines, a cited IRS response, and a client email.
Get to the provisions that matter for tax. Shift your efforts from digging through agreements to actually advising on their implications.
You provide:
A partnership, LLC, or trust agreement and relevant client facts.
Blue J delivers:
A structured tax analysis with key clauses, classification conclusions, supporting excerpts, and missing information to follow up on.
Go from reactive compliance to proactive planning with a clearer view of your client’s state tax exposure and obligations, prioritized by risk.
You provide:
Client facts about revenue, business activities, and operations across states.
Blue J delivers:
A state-by-state breakdown of where your client has nexus, which filings they owe, and which states to address first, with supporting authority.
Keep clients informed while freeing more of your time to strengthen client relationships.
You provide:
Meeting notes, tax developments, work performed, and other relevant facts or client context.
Blue J delivers:
A professional, tax-aware draft in the form of a client alert, follow-up email with action items, or billing narrative.