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Blue J
AI tax research platform that answers US federal and state tax questions with cited sources and drafts memos for your firm.
| What the AI does | LLM-based conversational tax research with in-line citations and source lists; unlimited questions, drafting and file uploads; Agentic Workflows |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | $1,498/user/yr (annual billing) |
| Pricing model | Annual subscription |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Tax Research & Knowledge Assistants |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Blue J is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: answering a tax question with citations you can check, and drafting the memo or client letter from it.
What it costs
Blue J starts at $1,498/user/yr (annual billing), annual subscription. There is a free trial.
Good to know
Blue J is a conversational tax-research assistant with full US federal and SALT coverage, unlimited questions, file uploads and drafting, and every answer carries in-line citations to primary authority, Tax Notes and IBFD. The Individual plan is $1,498 per user per year — the vendor's pick for sole practitioners — with Team and Enterprise plans quoted and adding SSO, onboarding and usage insights. 7-day trial with no card, an annual SOC 2 Type 2 report, and data that isn't used to train models; it is also offered as an NATP member benefit.
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