Regional Firms

Grows your practice and grows with your practice. Take your 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.

Ready to grow?

Set your firm up to scale, with truly transformative tax research.

Built to scale

Outgrowing your old tax research solution can cause massive interruptions to your workflow. We built Blue J to suit firms of all sizes, so it can scale up as your team does, without any loss in performance.

Focus your efforts

Getting to a solid starting point on research and drafting is often the hardest part. Complete hours of work in seconds with Blue J, and allow team members to focus their efforts on setting your firm apart.

Onboard with ease

Help your team perform at their full potential, with a platform they can easily navigate. Blue J’s intuitive, conversational interface empowers your team to research efficiently and communicate confidently, right from first use.

What Blue J customers are saying

Darin K. Seal

“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.”

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Darin K. Seal, Partner In Charge of the Tax Department
HMV CPAs
Matt Mueller

"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.”

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Matt Mueller, Partner and Tax Practice Leader
ELO CPAs
Crystal Knepler

"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.”

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Crystal Knepler, Partner in charge of the Tax Department
Bartlett Pringle & Wolf
David L. Phelps

"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."

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David L. Phelps, Tax Director
Barnes Dennig
Tanya Silves

"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."

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Tanya Silves, Partner & Tax Director
Larson Gross

Case Studies

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Your questions, answered

Discover how Blue J can transform your tax research

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