Get verifiable answers to your tax questions quickly and efficiently with Ask Blue J.
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.
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.
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.
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.
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.
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."
“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.”
“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.”
"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."
“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.”
“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.”
“The adoption of Ask Blue J and generative AI represents a significant advancement in tax research for Whiteford and our clients.”
"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."
"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."
"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."
"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."
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.
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.
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.
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.
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.
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.
Leave control+F in the dust. You can easily dive into the depths of the source materials without endless reading! Open a source and just ask…
You can easily copy and paste the answer into your work product. If you close the window, the answer disappears and is not saved as part of your larger conversation. If you want to see the answer, you’ll have to open the source and ask again.
Ask Blue J’s content recommendations are powered by an innovative algorithm that weaves together the connections and relationships between source documents so that you can instantly surface cases, legislation, admin and commentary related to your response generated in Ask Blue J.
You can make demands of how the response should look: If you ask the program to provide a brief summary, it’ll be more succinct than if you didn’t include that qualifier. Ask for in-depth, and it’ll provide additional details and context in its response. Feel free to start your prompt with phrases like “Explain in detail...” to see how you can optimize your output.
Working with generative AI tools requires a different approach than working with traditional boolean search tools, and takes a bit of experimentation!
If you are seeing “unable to answer” responses, it is a good reminder that Ask Blue J was built to lower the number of hallucinations or false answers that you might find in tools like ChatGPT. Ask Blue J would rather give a non-response than provide misleading or false information, and sometimes it’s just a matter of re-phrasing your prompt.
If you repeatedly see “unable to answer” messages, try adjusting your prompt:
It is important to remember that Ask Blue J is relying predominantly on primary federal resources to source answers. If words or phrases used in your prompt have not been used in the source documents, Ask Blue J will be unable to locate an answer.
Additional Guidance
Ask Blue J is constantly improving! While Ask Blue J isn’t always able to respond confidently, expect to see many of these types of questions answered in the near future:
Blue J relies on meticulously curated primary tax resources and Tax Notes’ news and commentary to provide you with the most reliable answers to your tax-related questions, and does not currently look at internet resources. While Ask Blue J isn't directly connected to the internet, we pride ourselves on providing you with the most accurate and reliable answers to your tax-related questions. Our database of primary and secondary tax sources is current and updated regularly.
Blue J relies on meticulously curated primary tax resources and licensed secondary sources to provide you with the most reliable answers to your tax-related questions. Blue J, a pioneer in legal technology, is proud to announce a strategic agreement with Tax Analysts, the publisher of Tax Notes, to license its industry-leading tax content for Ask Blue J. If you’d like to request more secondary sources, please email us at support@askbluej.com.
To email yourself a copy of the answer, hit copy to clipboard and email it to yourself.
To share a question and response with someone external to your firm, simply look for the three icons located below each response. You can:
Recipients will be able to view the question and response and source names without needing to sign in to Ask Blue J. However, if they do want to experience Ask Blue J for themselves, they can email us directly at support@askbluej.com.
Ask Blue J reads all the source documents shown, not just the highlighted portion, to help craft a response to your question. Our algorithm scans the document to highlight the most relevant sections to the question you asked.
To download a source or document on Ask Blue J, simply click the printer icon in the upper right corner of the source. You can either print directly or save as a PDF from the print dialog box.
Yes! Using the intuitive chat interface, you can work with Ask Blue J as if talking with a tax research assistant. Start a conversation in Ask Blue J by asking your research question to get a high-quality, verifiable answer. Then, ask to go deeper into a specific topic with follow-up questions or Ask Blue J to rewrite the response as a draft email or memo for more efficient drafting. Once you have your response, you can easily copy it out of Ask Blue J into another document to get to a starting point faster than ever.
Go deeper into your research with follow-up questions.
Ask Blue J remembers the context of your conversation so that when you ask a follow-up question to your initial research question, it will remember your earlier prompts.
For example, suppose the response to your original question references Section 1060. In that case, you can ask the follow-up question “Explain 1060” to expand the scope of research, and you will get an answer that builds on your previous conversation.
Ask clarifying questions or for more detail.
If the initial response provided by Ask Blue J is a summary and you want to go deeper, simply Ask Blue J to explain in more detail.
For example, if you start with the question, “What are the rules for determining the allocation of consideration received in an applicable asset acquisition?” you can ask a follow-up question, “Provide more detail on the rules for allocation of consideration” to get a more detailed response to your initial question.
Rapidly rewrite an answer into a draft email or memo.
Ask Blue J’s conversational capabilities unlocks rapid drafting capabilities unlike any other research tool. Supercharge your efficiency with prompts to modify and tweak the output to precisely what you want.
For example, simply Ask Blue J to “Summarize the above as a client email,” and it will modify the response to your instructions.
When Ask Blue J responds with “I don't know," it means it is unable to accurately respond to your query at this time. There could be a few reasons why:
While it may be frustrating to receive a response like this, it actually demonstrates the strength and reliability of our platform and how we are working to eliminate "hallucinations” - inaccurate or fabricated answers provided by the model.
If you think we have said “I don't know” in error, try these tips:
Write a clear, specific and focused question
The more specificity you provide in your question, the more likely you are to get a helpful response. Avoid ambiguous language and basic keyword searches.
Break questions into single issues and ask follow up questions
Ask Blue J is conversational. Try to break down complex questions into single issues. You can ask multiple follow-up questions, and Ask Blue J will remember the context of your conversation.
Additional Guidance
Ask Blue J is constantly improving! While Ask Blue J isn’t always able to respond confidently, expect to see many of these types of questions answered in the near future:
Security and Trust are fundamental to the services we provide and Blue J is committed to ensuring that our product and processes employ enterprise-grade best practices to keep your data safe. Customer questions are stored in a secure, encrypted database, only accessible to select individuals who need access to maintain the database. We work with an independent auditor to maintain a SOC 2 Type 2 report, on an annual basis, which objectively certifies our controls to ensure the continuous security of our customers' data.
Ask Blue J does not read, share or learn from any data/information input by our users without their explicit permission. Customer questions are stored in a secure, encrypted database, only accessible to select individuals who need access to maintain the database. We work with an independent auditor to maintain a SOC 2 Type 2 report, on an annual basis, which objectively certifies our controls to ensure the continuous security of our customers' data. User submitted feedback on answers in Ask Blue J are reviewed by our legal research team alongside our data analysts in order to improve the quality of service.
When you use the thumbs up and thumbs down icons to rate an answer, our team of legal experts and data scientists reviews that feedback to help us improve the accuracy and relevance of our answers.
Any questions or answers you submit through our platform are confidential and will not be reviewed by our team unless you have opted in explicitly to allow us to review for quality assurance. This means you can feel secure in asking any and all tax-related questions you may have, knowing that your information is safe and private.
We're committed to providing you with the best possible experience on our platform, and we welcome your feedback to help us achieve that goal.
Here are some examples of well-formed prompts you can use in Ask Blue J:
Feel free to replace your own specific issue or tax situation in the above examples. Book a time with our customer success team for a dedicated prompt-training session.
Here are a few tips to get started:
Book a time with our customer success team for a dedicated prompt-training session.
Every answer on Ask Blue J is supported by the most relevant sources so that you can be confident in your research. Ask Blue J shows relevant sources whose entire text helped inform the answer. For primary resources, Ask Blue J highlights the most relevant paragraph from each source, and includes a citation number and other relevant information like publish date or date of judgment. Regarding news and commentary in Ask Blue J, the full source is available to read in Tax Notes. The full text of the source was read in order to generate your answer but you must have a Tax Notes subscription to read it.
Our database of primary tax sources is current and updated daily.
Ask Blue J is currently trained on US federal tax law and has limited ability to answer questions on state and local tax (SALT) or broader legal questions outside of tax. Ask Blue J is predominantly trained on authoritative primary resources and Tax Notes’ news and commentary.
Within the US Federal settings, Ask Blue J answers questions about US Federal Tax, and does not contain state and local tax (SALT) information.
Under the Canada Income Tax settings, Ask Blue J answers questions about Canadian Income Tax, and does not contain the Excise Tax Act.
We are committed to bringing you the most current tax data available, and we'll provide updates as our content database expands further.
Ask Blue J is predominantly trained on authoritative primary resources and Tax Notes’ news and commentary to ensure the breadth and quality of the answers we provide. Ask Blue J’s content recommendations instantly surfaces cases, documents, legislation, and commentary related to your response. You’ll find answers supported by Tax Notes’ news analysis and stories, as well as Practice Articles, Special Reports, Viewpoints and much, much more from Tax Notes’ correspondent staff.
Within the US Federal settings, Ask Blue J is trained on:
Within the Canada Income Tax settings, Ask Blue J is trained on:
Within the US Federal Account settings, Ask Blue J answers questions about US Federal Tax, and does not contain state and local tax (SALT) information.
Under the Canada Income Tax settings, Ask Blue J answers questions about Canadian Income Tax, and does not contain the Excise Tax Act.
Ask Blue J is built for tax and legal professionals. We work with the world’s leading professional services firms.
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.
Ask Blue J leverages the latest large language models and a vast and authoritative tax database to answer tax questions.
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.
Answers are supported by the most relevant sources so that you can be confident in your research.
Get a head start on your work and produce legal memos and drafts more efficiently.
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.
Ask Blue J is built for tax and legal professionals. We work with the world’s leading professional services firms.
Currently, Ask Blue J answers US federal income tax law questions. Additional coverage will be available soon!
Ask Blue J is predominantly trained on authoritative primary resources to ensure the accuracy and quality of the answers we provide.
Blue J’s federal tax data is updated daily.
Request a demo today and our team will contact you to get you started!
Leave control+F in the dust. You can easily dive into the depths of the source materials without endless reading! Open a source and just ask…
You can easily copy and paste the answer into your work product. If you close the window, the answer disappears and is not saved as part of your larger conversation. If you want to see the answer, you’ll have to open the source and ask again.
Ask Blue J’s content recommendations are powered by an innovative algorithm that weaves together the connections and relationships between source documents so that you can instantly surface cases, legislation, admin and commentary related to your response generated in Ask Blue J.
You can make demands of how the response should look: If you ask the program to provide a brief summary, it’ll be more succinct than if you didn’t include that qualifier. Ask for in-depth, and it’ll provide additional details and context in its response. Feel free to start your prompt with phrases like “Explain in detail...” to see how you can optimize your output.
Working with generative AI tools requires a different approach than working with traditional boolean search tools, and takes a bit of experimentation!
If you are seeing “unable to answer” responses, it is a good reminder that Ask Blue J was built to lower the number of hallucinations or false answers that you might find in tools like ChatGPT. Ask Blue J would rather give a non-response than provide misleading or false information, and sometimes it’s just a matter of re-phrasing your prompt.
If you repeatedly see “unable to answer” messages, try adjusting your prompt:
It is important to remember that Ask Blue J is relying predominantly on primary federal resources to source answers. If words or phrases used in your prompt have not been used in the source documents, Ask Blue J will be unable to locate an answer.
Additional Guidance
Ask Blue J is constantly improving! While Ask Blue J isn’t always able to respond confidently, expect to see many of these types of questions answered in the near future:
Blue J relies on meticulously curated primary tax resources and Tax Notes’ news and commentary to provide you with the most reliable answers to your tax-related questions, and does not currently look at internet resources. While Ask Blue J isn't directly connected to the internet, we pride ourselves on providing you with the most accurate and reliable answers to your tax-related questions. Our database of primary and secondary tax sources is current and updated regularly.
Blue J relies on meticulously curated primary tax resources and licensed secondary sources to provide you with the most reliable answers to your tax-related questions. Blue J, a pioneer in legal technology, is proud to announce a strategic agreement with Tax Analysts, the publisher of Tax Notes, to license its industry-leading tax content for Ask Blue J. If you’d like to request more secondary sources, please email us at support@askbluej.com.
To email yourself a copy of the answer, hit copy to clipboard and email it to yourself.
To share a question and response with someone external to your firm, simply look for the three icons located below each response. You can:
Recipients will be able to view the question and response and source names without needing to sign in to Ask Blue J. However, if they do want to experience Ask Blue J for themselves, they can email us directly at support@askbluej.com.
Ask Blue J reads all the source documents shown, not just the highlighted portion, to help craft a response to your question. Our algorithm scans the document to highlight the most relevant sections to the question you asked.
To download a source or document on Ask Blue J, simply click the printer icon in the upper right corner of the source. You can either print directly or save as a PDF from the print dialog box.
Yes! Using the intuitive chat interface, you can work with Ask Blue J as if talking with a tax research assistant. Start a conversation in Ask Blue J by asking your research question to get a high-quality, verifiable answer. Then, ask to go deeper into a specific topic with follow-up questions or Ask Blue J to rewrite the response as a draft email or memo for more efficient drafting. Once you have your response, you can easily copy it out of Ask Blue J into another document to get to a starting point faster than ever.
Go deeper into your research with follow-up questions.
Ask Blue J remembers the context of your conversation so that when you ask a follow-up question to your initial research question, it will remember your earlier prompts.
For example, suppose the response to your original question references Section 1060. In that case, you can ask the follow-up question “Explain 1060” to expand the scope of research, and you will get an answer that builds on your previous conversation.
Ask clarifying questions or for more detail.
If the initial response provided by Ask Blue J is a summary and you want to go deeper, simply Ask Blue J to explain in more detail.
For example, if you start with the question, “What are the rules for determining the allocation of consideration received in an applicable asset acquisition?” you can ask a follow-up question, “Provide more detail on the rules for allocation of consideration” to get a more detailed response to your initial question.
Rapidly rewrite an answer into a draft email or memo.
Ask Blue J’s conversational capabilities unlocks rapid drafting capabilities unlike any other research tool. Supercharge your efficiency with prompts to modify and tweak the output to precisely what you want.
For example, simply Ask Blue J to “Summarize the above as a client email,” and it will modify the response to your instructions.
When Ask Blue J responds with “I don't know," it means it is unable to accurately respond to your query at this time. There could be a few reasons why:
While it may be frustrating to receive a response like this, it actually demonstrates the strength and reliability of our platform and how we are working to eliminate "hallucinations” - inaccurate or fabricated answers provided by the model.
If you think we have said “I don't know” in error, try these tips:
Write a clear, specific and focused question
The more specificity you provide in your question, the more likely you are to get a helpful response. Avoid ambiguous language and basic keyword searches.
Break questions into single issues and ask follow up questions
Ask Blue J is conversational. Try to break down complex questions into single issues. You can ask multiple follow-up questions, and Ask Blue J will remember the context of your conversation.
Additional Guidance
Ask Blue J is constantly improving! While Ask Blue J isn’t always able to respond confidently, expect to see many of these types of questions answered in the near future:
Security and Trust are fundamental to the services we provide and Blue J is committed to ensuring that our product and processes employ enterprise-grade best practices to keep your data safe. Customer questions are stored in a secure, encrypted database, only accessible to select individuals who need access to maintain the database. We work with an independent auditor to maintain a SOC 2 Type 2 report, on an annual basis, which objectively certifies our controls to ensure the continuous security of our customers' data.
Ask Blue J does not read, share or learn from any data/information input by our users without their explicit permission. Customer questions are stored in a secure, encrypted database, only accessible to select individuals who need access to maintain the database. We work with an independent auditor to maintain a SOC 2 Type 2 report, on an annual basis, which objectively certifies our controls to ensure the continuous security of our customers' data. User submitted feedback on answers in Ask Blue J are reviewed by our legal research team alongside our data analysts in order to improve the quality of service.
When you use the thumbs up and thumbs down icons to rate an answer, our team of legal experts and data scientists reviews that feedback to help us improve the accuracy and relevance of our answers.
Any questions or answers you submit through our platform are confidential and will not be reviewed by our team unless you have opted in explicitly to allow us to review for quality assurance. This means you can feel secure in asking any and all tax-related questions you may have, knowing that your information is safe and private.
We're committed to providing you with the best possible experience on our platform, and we welcome your feedback to help us achieve that goal.
Here are some examples of well-formed prompts you can use in Ask Blue J:
Feel free to replace your own specific issue or tax situation in the above examples. Book a time with our customer success team for a dedicated prompt-training session.
Here are a few tips to get started:
Book a time with our customer success team for a dedicated prompt-training session.
Every answer on Ask Blue J is supported by the most relevant sources so that you can be confident in your research. Ask Blue J shows relevant sources whose entire text helped inform the answer. For primary resources, Ask Blue J highlights the most relevant paragraph from each source, and includes a citation number and other relevant information like publish date or date of judgment. Regarding news and commentary in Ask Blue J, the full source is available to read in Tax Notes. The full text of the source was read in order to generate your answer but you must have a Tax Notes subscription to read it.
Our database of primary tax sources is current and updated daily.
Ask Blue J is currently trained on US federal tax law and has limited ability to answer questions on state and local tax (SALT) or broader legal questions outside of tax. Ask Blue J is predominantly trained on authoritative primary resources and Tax Notes’ news and commentary.
Within the US Federal settings, Ask Blue J answers questions about US Federal Tax, and does not contain state and local tax (SALT) information.
Under the Canada Income Tax settings, Ask Blue J answers questions about Canadian Income Tax, and does not contain the Excise Tax Act.
We are committed to bringing you the most current tax data available, and we'll provide updates as our content database expands further.
Ask Blue J is predominantly trained on authoritative primary resources and Tax Notes’ news and commentary to ensure the breadth and quality of the answers we provide. Ask Blue J’s content recommendations instantly surfaces cases, documents, legislation, and commentary related to your response. You’ll find answers supported by Tax Notes’ news analysis and stories, as well as Practice Articles, Special Reports, Viewpoints and much, much more from Tax Notes’ correspondent staff.
Within the US Federal settings, Ask Blue J is trained on:
Within the Canada Income Tax settings, Ask Blue J is trained on:
Within the US Federal Account settings, Ask Blue J answers questions about US Federal Tax, and does not contain state and local tax (SALT) information.
Under the Canada Income Tax settings, Ask Blue J answers questions about Canadian Income Tax, and does not contain the Excise Tax Act.
Ask Blue J is built for tax and legal professionals. We work with the world’s leading professional services firms.
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.
