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

Blue J gives you more time for the people behind the numbers.

Don’t get stuck on research

We all know how it goes. It’s been two hours and you still haven’t found the answer to your client’s “quick question”. Accelerated research generates verifiable tax answers in seconds, so you can respond to questions (almost) as quickly as clients can ask them.

Trust is everything

Client trust is hard-won and easily lost. With Blue J, you can trust that every answer is sourced from our expertly curated library of tax resources, updated daily. Verifiable answers let you skip the guesswork and stay in your clients’ good books.

Your tax translator

Tax can sometimes sound like a completely different language—one your clients don’t speak. Turn complex tax concepts into straightforward communications, using automated drafting. By tailoring your tone to your audience you can be sure clients will walk away informed, not intimidated.

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

2.8

minutes to generate a comprehensive tax answer on first login

PLANS AND PRICING

Sole Practitioners

$1498/year per user

For individuals looking to implement an out-of-the-box tax research solution.

Benefits
  • 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

What Blue J customers are saying

“Blue J is absolutely one of the best investments I've ever made into my business."

“Blue J is absolutely one of the best investments I've ever made into my business."

"I am a one-person company, and feel the biggest thing I'm lacking is a team to bounce things off of. Research takes a lot of time, and I'm obsessive about making sure things are done right. Now I feel like I have the "team" backup I have been missing, and cannot believe the excellent quality of the research responses Blue J has been giving me - what a huge load off of my shoulders!”

"I am a one-person company, and feel the biggest thing I'm lacking is a team to bounce things off of. Research takes a lot of time, and I'm obsessive about making sure things are done right. Now I feel like I have the "team" backup I have been missing, and cannot believe the excellent quality of the research responses Blue J has been giving me - what a huge load off of my shoulders!”

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Leslie Hatridge, Hatridge Tax & Accounting
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Stephen Flott

"Flott & Co. have always strived to be on the cutting edge of technology to ensure we serve our clients in the best and most efficient manner possible."

"Blue J is already delivering great results. We are excited to partner with Blue J on this initiative."

"Blue J is already delivering great results. We are excited to partner with Blue J on this initiative."

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Stephen Flott, Flott & Co.
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David fellows

"So far I have found that Ask Blue J to be very intuitive."

"I like that fact that I can research something and turn around and ask a secondary question or other questions to clarify as well as lay out the research in a email format or memo format and email to client. So far I love it!"

"I like that fact that I can research something and turn around and ask a secondary question or other questions to clarify as well as lay out the research in a email format or memo format and email to client. So far I love it!"

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David Fellows, Fellows Tax and Financial Services
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Your questions, answered

What is Blue J and how does it work?
What data is Blue J trained on?
How recent is your data?
How does Blue J guard against hallucinations?
Does Blue J use information submitted by users to improve its system?
How secure is the platform?

Insights from Blue J

5 Min Read

The AI Tax Research Solution Outlook Report is Here

Together, Blue J and CPA.com surveyed 150+ tax practitioners, to bring you real-world data on how your peers are approaching tax research. Read the results below or download the PDF for a copy that’s yours to keep.

Learn More
3 Min Read

Blue J Announces $122M Series D Financing Led By Oak HC/FT and Sapphire Ventures 

Blue J doubles revenue and customer base in first half of 2025

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5 Min Read

Navigating the Big Beautiful Bill: What Comes Next for Tax Professionals

Learn to navigate the new era of tax ushered in by H.R.1 (AKA the Big Beautiful Bill), in this Blue J Insights blog. 

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