EXPERT SERVICES AND SUPPORT

With you every step of the way

From first use to firm-wide adoption, our expert team is here to help. We’ll work with you to guide your rollout, train your team on new use cases, and track the value delivered across your firm.

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Trusted by over 6,000 Firms

Proven in practice

80+

NPS, top 1% of SaaS businesses

<3 min

time to value

<15 min

support response time

Onboarding is just the beginning

AI transformation doesn’t happen by accident. Blue J guides your firm through the complete transformation process, from identifying the right workflows to building lasting habits that lead to firm-wide impact.

01

Create your rollout plan

It all starts with your firm’s goals. Together, we’ll create a tailored plan to meet your objectives, focusing on priority use cases that build momentum within the firm.

LEGACY tool benchmark

<30%

Adoption rate

OUR benchmark

> 80%

Adoption rate

02

Grow your team’s confidence

Blue J is built to be intuitive, making it easy for your team to see value from day one. To help you go even further, we offer live training, practical examples, and role-specific guidance.

OUR benchmark

90%

User confidence score

03

Build the right habits

True transformation happens over time. We help your team build habits beyond launch, through ongoing touchpoints, webinars, video content, and an extensive knowledge library.

LEGACY tool benchmark

<30%

Monthly active users

OUR benchmark

>75%

Monthly active users

04

Create a competitive advantage

Stay ahead of the competition, with insights into what leading firms are doing and hands-on support to help you turn those insights into better processes, stronger skills, and lasting results.

Our benchmark

Measurable, positive return on investment and an ongoing consultative approach

What a real partnership looks like

People who understand the work

Our team lives and breathes tax. Every support resource and touchpoint is backed by what we’ve learned from helping thousands of firms integrate AI across their core workflows.

Get help without the runaround

When your team needs assistance, we’re there. Our team is responsive, deeply understands the product, and is ready to help. Your messages reach real people, rather than disappearing into a ticket queue.

Shape what comes next

At Blue J, your feedback genuinely matters. Customer ideas and experiences are shared directly with our product teams, who use them to improve our offering and shape our roadmap.

A relationship built on trust

We believe a subscription renewal should be earned. That means listening when your needs change and continuing to deliver value long after your initial onboarding.

Hear from your peers

How many times have you heard people say this about their tax research partner?
“Something that historically would have taken me 4 to 5 hours, I can get done in 15 minutes.”
Joe Fullerton, Tax Partner
Sorren
“The time that has freed up to focus on areas where we should be focusing is just in abundance.”
Kristina Stamatis, Partner
MMB+CO
“We have literally 30-year national tax professionals that just love going to Blue J.”
Tim Moy, Managing Partner
MBE CPAs
“Being able to do research quickly and get back to clients is what they have come to expect.”
Matt Brewer, Tax Partner
Sorren
“Blue J gave us easy, great results when it came to any type of challenging tax-related issues.”
Tim Robertson, Senior Accountant
Pearce, Bevill, Leesburg, Moore, P.C.

Put our team to work for yours

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