Your highest-billing people are doing work a first-year could handle.
Sorren fixed that. Tax research used to land on supervisors and managers—least available time, highest rates—because old tools were too hard for juniors to navigate. Blue J changed that.
"AI for me, especially tax research, tax production, is actually gonna pay dividends not only to the staff and the partners, but most importantly, it's gonna allow us to go back and focus on our relationships with our clients."— Tim Moy, Managing Partner, MBE CPAs
CPAs don't throw around "phenomenal."
Kristina Stamatis does—five months into using Blue J at MMB+CO.
It's open on desktops every day. When a question pops up mid-return, they type it in, get the answer, move on.
Time saved digging → time spent advising.
Research that used to take 4 hours now takes 15 minutes.
That's what Blue J unlocked for Joe Fullerton, Tax Partner at Sorren (IPA Top 100).
The bigger shift? He's on offense now—more planning, more client conversations—instead of filling out forms.
Blue J gives tax professionals instant, defensible answers grounded in primary authoritative content and trusted industry sources. Discover why Blue J is trusted by over 5,000 firms and a preferred partner of @CPAcom.
Start your free trial: hubs.la/Q04fRbVM0
We’re excited to partner with the Michigan Association of CPAs (MICPA)!
Members now get access to Blue J’s AI-powered tax research—helping CPAs in Michigan to focus on high value work and advise with confidence.
Learn more: hubs.la/Q048G6jT0
Tax pros, it’s here: 220+ jurisdictions now live on Blue J in partnership with IBFD.
Ask cross-border questions in plain language, get instant cited answers, and access trusted IBFD content—all in one workflow.
Faster research → lower risk → more confidence.
Learn more: bluej.com/blog/ibfd-content-…
Tax season is stressful. Hear from Lindsey Bullaro of Cadence Tax, LLC, as she shares how Blue J helps her protect both time and mental capacity this time of year.
Watch the full clip below.
A big thanks to the Alternative Events Accountancy Management Summit and Accountancy Tech Summit team for such an amazing event!
We’re excited to be partnering with CPA Ontario! Together, we’re bringing AI-powered tax research to CPAs and tax professionals across Ontario, Canada - helping them find better tax answers, faster.
CPA Ontario member? Unlock exclusive member discounts: hubs.la/Q046JcDs0
AI-powered tax research to CPAs and tax professionals across Illinois—helping them find better tax answers, faster.
Are you an ICPAS member? Visit the member portal to learn more: hubs.la/Q046yJ170
Blue J retweeted
I've been testing out the Blue J AI tax research platform for the past couple of weeks… It's become my default AI for tax research.
#sponsored
Blue J gave me a free trial and partnered with me to share my experience during tax season. (reply with a bird emoji 🐦 if you've already tested it out)
It's built specifically for tax research and isn't a general AI tool trying to answer tax questions, so I have a lot of confidence in its output.
Over the last couple of weeks, I've used Blue J to:
🔹 Write a client newsletter about the IRS no longer accepting checks
🔹 Respond to a client email with complex “quick questions”
🔹 Research state filing requirements
🔹 Explain the expense allocation for a rental property used personally
🔹 And look up everything else tax related that's under the sun
What I like most about BLue J:
🔹 It's easy to use
🔹 Clear explanations you can actually follow
🔹 The UI is so clean
State work is not a threat to me anymore.
If you're in tax and want to try it…
Blue J is offering a free 7 day trial (no credit card at sign up) and then 20% off (automatically applied at checkout) for my audience.
But the offer expires March 31, so start the free trial NOW to see how great Blue J is for yourself.
We’re excited to be partnering with MGI North America! Together, we’re bringing Blue J’s AI-powered tax research solution to members —helping them find better tax answers, faster.
Are you a MGI North America member? Learn more about the member benefits: hubs.ly/Q046cRm90
We’re officially collaborating with the Florida Institute of CPAs (FICPA) to support CPAs across Florida with the latest in AI-powered tax research.
If you’re a FICPA member, visit your member portal to learn more.
Take back your time this tax season with a 7-day free trial of Blue J.
Blue J delivers defensible answers in seconds, complete with verifiable sources. Spend less time searching for tax answers and more time advising your clients when they need it most. hubs.la/Q044k5Rl0
We’re excited to announce a partnership with The Ohio Society of CPAs (OSCPA)! Together, we’re bringing AI-powered tax research to 85,000+ CPAs across Ohio. Learn more: hubs.la/Q042SVJH0
We’re excited to be partnering with MassCPAs! Together, we’re bringing AI-powered tax research to CPAs and tax professionals across Massachusetts—helping them find better tax answers, faster.
Learn more: hubs.la/Q03-0-lV0















