Ask Blue J | Generative AI Tax Research (2024)

Generative AI for tax research

Leveraging our extensive US tax content database and the most advanced large language models, Ask Blue J generates reliable and verifiable tax answers in seconds.

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A trusted partner to hundreds of leading firms

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Next generation tax research

Get verifiable answers to your tax questions quickly and efficiently with Ask Blue J.

Enhance your efficiency

Leveraging our extensive US tax content database and the most advanced large language models, Ask Blue J generates reliable and verifiable tax answers in seconds.

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Research with confidence

Ask Blue J surfaces a comprehensive list of sources used in the response and highlights the passages within each document so you can quickly and easily verify the answer.

Go deeper in your research

Utilizing a knowledge graph, Ask Blue J surfaces additional related materials such as cases, documents, statutes and regulations so you can go deeper in your research.

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Clarify your understanding

Prompt Ask Blue J with a tax question in a natural conversational style. Its intuitive chat interface lets you ask clarifying questions to delve deeper into your question and build a robust response.

Expedite your drafting

Communicate your research clearly and concisely. With the click of a button, create a memo or email that summarizes your findings, customized according to your preferences and audience.

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Partnership announcements

December 12, 2023BrownWinick Partners with Blue J to Deliver Results for Clients, FasterRead more
September 7, 2023Anderson Business Advisors Enhances Client Output through Ask Blue J, Generative AI for TaxRead more
August 29, 2023Hall CPA adopts Ask Blue J, the first generative AI for tax research, to enhance client servicesRead more

See why Ask Blue J is next generation tax research.

Watch our on-demand webinar exploring AI's transformative potential in tax research, hosted by Benjamin Alarie, CEO and Susan Massey, VP Legal Research of Blue J.

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"I've used Ask Blue J to help me research tax issues and respond to client questions. Its very helpful to create a high-level summary of a specific tax issue/question and provides links to the source documents. You can modify the results by asking additional questions to expand on or exclude a topic. You can also have it remove code section references that a client doesn't need to see or even draft the response as an email to a client."

Kristi Taylor | Larson Gross

“Integrating Ask Blue J into our workflow enables us to leverage generative AI to get client responses faster while maintaining the precision and accuracy we’re known for.”

Christopher Nuss | BrownWinick Law

“We field a high volume of tax questions that require timely answers, regardless of complexity. Integrating Ask Blue J into our process will enhance client response times while delivering high-quality, comprehensive explanations and exceptional service.”

Clint Coons | Anderson Business Advisors

"I love Ask Blue J so far! Most of my career, bonus depreciation has been at 100%, so beyond the basic rules of section 179, my knowledge is lacking. On one of my returns, I need to step up the basis of equipment as part of a 754 election. I needed to know if I could take section 179 on the equipment basis step up. In under 5 minutes I was able to get clear answer, in an easily digestible summary, that I could print to the file for support. Without Ask Blue J, this research would have taken me hours."

Kayla Luttrell | Larson Gross

“We've explored how AI solutions can support our client work, although we identified some limitations when it comes to research. Ask Blue J fills that gap and brings next-generation technology into the research process without sacrificing quality.”

Blake Lessard | Hall CPA PLLC

“The integration of Ask Blue J into our operations empowers us to leverage the capabilities of generative AI for tax. The significant time savings and improved access to important tax materials allow our team to allocate more focus towards strategic client advisory.”

Robert Charron | Perelson Weiner LLP

“The adoption of Ask Blue J and generative AI represents a significant advancement in tax research for Whiteford and our clients.”

Jordan Halle | Whiteford, Taylor & Preston LLP

"I have been using Ask Blue J as a resource for SMR questions from clients and team members. It has been a huge time saver for research and drafting emails, especially during such a busy time of year."

Rachelle Kelly | Larson Gross

"I can turn around client questions much more quickly. What would have previously taken a half hour to an hour or more, takes 15 minutes with Ask Blue J."

Kyle Glickson | Flott & Co.

"I’ve been using Ask Blue J frequently for the last couple of weeks, both for real client questions and to test what it can do. It quickly summarizes case law and drafts client emails within minutes, which saves me a lot of time."

Meaghan Greydanus | Larson Gross

"This is a powerful tool, injecting AI into my research. As a proprietor, I want to sell my tax research in the form of an advisory delivery and Ask Blue J enables me to do that."

Martin Eisenstein | CPA & Attorney-at-law

Your questions, answered.

What sources inform your data?

Ask Blue J answers US federal income tax law questions. Ask Blue J aggregates thousands of data points across authoritative sources such as Internal Revenue Code and Treasury Regulations, Revenue Rulings, Revenue Procedures, PLRs, Technical Advice Memorandums, Notices, FSAs, CCAs, Actions on Decisions, US Supreme Court tax cases, and more.

What data privacy protections do you employ?

We take data privacy and security seriously. We are SOC 2, Type II certified, one of the world's highest recognized standards of information security regulation. Using OpenAI's enterprise API also has strict agreements to protect your data. We also ensure anonymity through our API, and access to your data is limited to instances where you explicitly opt-in for data sharing or choose to provide feedback, which directly helps us improve Ask Blue J. For more information, go to www.bluej.com/security.

How robust is Ask Blue J against hallucinations?

We've carefully trained Ask Blue J to minimize inaccuracies, often called 'hallucinations' in AI. Ask Blue J is configured to draw information primarily from trusted and thoroughly vetted sources. We meticulously curate and clean this data, and the large language model is instructed to consider only this pre-validated information after surfacing the most relevant documents. This approach reduces the chances of Ask Blue J providing inaccurate answers, ensuring you get well-grounded and reliable responses.

Does Ask Blue J provide a reference to its sources?

We take great care to ensure transparency in our process by displaying a comprehensive list of the sources used to generate the answer. Additionally, we provide links to the source, highlight the passages referenced and provide details such as citation reference, release date, published date and jurisdiction. This way, you can easily verify the information and be confident in the answer.

How often is the data updated?

Ask Blue J’s federal tax data is updated regularly with each update undergoing curation by the legal research team to ensure the highest quality of information is available.

What is your commercial model?

We employ a subscription model based on a tiered pricing structure according to the number of users with no setup fees or hidden fees. Contact sales for a personalized demo and quote.

Can I ask detailed questions of a single source?

What does "view additional related material" mean?

My answer isn't as in-depth as I'd like. What can I do?

I keep getting “Unable to answer” responses. What should I do?

Is Ask Blue J drawing from the internet for resource material?

Does Ask Blue J reference firm websites?

How do I send my question and answer to someone else?

Why is a section of the source document highlighted in yellow?

How do I download a source?

Is Ask Blue J conversational?

Ask Blue J said “Unfortunately I am not able to provide a confident answer to your tax question in its current form.” What does that mean?

How secure is the platform, especially given the sensitive nature of the data it will be handling?

Does Ask Blue J use information submitted by users to train its system?

Where does my feedback go?

What types of questions can I ask?

How do I prompt ABJ to get the results I want?

How can I verify the accuracy of answers on Ask Blue J?

How recent is your data?

What areas of law do you cover?

What data is Ask Blue J trained on?

What jurisdictions are covered?

Who is Ask Blue J for?

What is Ask Blue J and how does it work?

Bringing absolute clarity to the law

Generative AI for tax

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Ask Blue J leverages the latest large language models and a vast and authoritative tax database to answer tax questions.

Maximize your speed and accuracy

Answers

Ask Blue J is trained on our vast tax content library to deliver accurate answers in seconds and is highly tuned specifically to not make up answers.

Ask Blue J | Generative AI Tax Research (19)

Ask Blue J | Generative AI Tax Research (20)

Sources

Answers are supported by the most relevant sources so that you can be confident in your research.

Memos

Get a head start on your work and produce legal memos and drafts more efficiently.

Ask Blue J | Generative AI Tax Research (21)

Frequently Asked Questions

How does Ask Blue J work?

Ask Blue J leverages the latest large language models and our vast tax database to deliver industry leading quality answers to challenging tax questions in seconds using generative AI algorithms. Answers are backed by relevant source documents empowering tax and legal professionals to perform exceptional analysis faster than ever.

Who is Ask Blue J for?

Ask Blue J is built for tax and legal professionals. We work with the world’s leading professional services firms.

What jurisdictions are covered?

Currently, Ask Blue J answers US federal income tax law questions. Additional coverage will be available soon!

What data is Ask Blue J trained on?

Ask Blue J is predominantly trained on authoritative primary resources to ensure the accuracy and quality of the answers we provide.

How recent is the data?

Blue J’s federal tax data is updated daily.

How do I get started?

Request a demo today and our team will contact you to get you started!

Can I ask detailed questions of a single source?

What does "view additional related material" mean?

My answer isn't as in-depth as I'd like. What can I do?

I keep getting “Unable to answer” responses. What should I do?

Is Ask Blue J drawing from the internet for resource material?

Does Ask Blue J reference firm websites?

How do I send my question and answer to someone else?

Why is a section of the source document highlighted in yellow?

How do I download a source?

Is Ask Blue J conversational?

Ask Blue J said “Unfortunately I am not able to provide a confident answer to your tax question in its current form.” What does that mean?

How secure is the platform, especially given the sensitive nature of the data it will be handling?

Does Ask Blue J use information submitted by users to train its system?

Where does my feedback go?

What types of questions can I ask?

How do I prompt ABJ to get the results I want?

How can I verify the accuracy of answers on Ask Blue J?

How recent is your data?

What areas of law do you cover?

What data is Ask Blue J trained on?

What jurisdictions are covered?

Who is Ask Blue J for?

What is Ask Blue J and how does it work?

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Ask Blue J | Generative AI Tax Research (2024)

FAQs

Is there an AI for tax questions? ›

It's awful. This year, TurboTax and H&R Block added artificial intelligence to the tax-prep software used by millions of us. Now while you're doing your taxes online, there are AI chatbots on the right side of the screen to answer your burning questions.

Is there a GPT for taxes? ›

TaxGPT is designed to handle a variety of tax scenarios, from individual tax filing to complex business taxation issues. Even Tax professionals use TaxGPT as their AI assistant and co-pilot for filing taxes.

What is ask blue j? ›

Ask Blue J leverages the latest large language models and our vast tax database to deliver industry leading quality answers to challenging tax questions in seconds using generative AI algorithms. Answers are backed by relevant source documents empowering tax and legal professionals to perform exceptional analysis ...

How is AI used in tax? ›

Augment data management

In minutes, AI-powered document processing technology can scan even the lowest quality, unstructured documents and then extract, identify, organize and import the data into the relevant forms within the tax, accounting or audit solution.

Can AI prepare my tax return? ›

AI isn't replacing your human tax expert

In fall 2023, Intuit, which produces the popular TurboTax do-it-yourself software, announced a generative AI financial assistant called Intuit Assist. It works across the company's product lines, including TurboTax software and TurboTax Live.

Can I use ChatGPT to do my taxes? ›

An article published by the University of Illinois Tax School in April 2023 recommended using ChatGPT as a tool, but not a replacement for human expertise. AI shouldn't be preparing your tax return for you or used for tax advice, but you may be able to use it to review your tax return for errors and inconsistencies.

Can ChatGPT answer tax questions? ›

ChatGPT can answer technical tax questions, draft letters and responses, generate contracts, and suggest checklists.

How much does TaxGPT cost? ›

Affordable Full-Service: At only $50, taxpayers can file both state and federal taxes without worrying about hidden fees. This transparent pricing model is part of TaxGPT's commitment to making tax filing accessible to all.

Is Elon Musk tax exempt? ›

As Insider reported in 2021: “Musk notably does not take a salary for his work for Tesla , instead taking out loans against his roughly $300 billion fortune to live off of and avoid paying income tax.”

Who owns BlueJ? ›

The source code for BlueJ is now available on Github. The copyright for BlueJ is held by M. Kölling and J. Rosenberg.

Who is the CEO of BlueJ? ›

Benjamin Alarie - Blue J | LinkedIn.

How does BlueJ work? ›

The main screen graphically shows the class structure of an application under development (in a UML-like diagram), and objects can be interactively created and tested. This interaction facility, combined with a clean, simple user interface, allows easy experimentation with objects under development.

Will AI replace tax accountants? ›

The biggest misconception is that AI will replace accountants and auditors. It will not replace us but elevate us to the higher level of thinking and service.

Is the IRS using artificial intelligence? ›

"In September 2023, the Internal Revenue Service (IRS) announced that it was using AI to 'help IRS compliance teams better detect tax cheating, identify emerging compliance threats and improve case selection tools.

Will AI replace tax professionals? ›

Despite its advantages and giant strides in recent years, AI will not replace accountants. Here's why: Artificial intelligence lacks the human judgment, communication skills, and critical thinking that accounting professionals like you possess.

Is there an AI that can answer questions? ›

Some of the prominent AI question answering systems include: Google Assistant - Developed by Google, this AI-powered assistant utilizes the vast knowledge graph and search index to provide accurate answers to user queries.

Can a chatbot do taxes? ›

The was chatbot was designed to help with software already using AI for "simplified filing" and more accurate returns, according to Karen Nolan, senior communications manager at Intuit TurboTax. However, "AI is not completing or filing a tax return in TurboTax," she said.

Does the IRS have an automated system? ›

Use Where's My Refund, call us at 800-829-1954 and use the automated system, or speak with an agent by calling 800-829-1040 (see telephone assistance for hours of operation). However, if you filed a married filing jointly return, you can't initiate a trace using the automated systems.

How can I ask the IRS a tax question? ›

Contact the IRS for questions about your tax return
  1. For individual tax returns, call 1-800-829-1040, 7 AM - 7 PM Monday through Friday local time. ...
  2. For questions about a business tax return, call 1-800-829-4933, 7 AM - 7 PM Monday through Friday local time.
Jan 4, 2024

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