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Blue J

bluej.com

From $124.83/mo Free trial Web
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Spec score 8.1 #7 of 31 in Tax Research Software

What it is

Blue J is a web-based generative AI tax research application that answers difficult tax-law questions through a natural-language interface. Responses include relevant source documents, verifiable sources, in-line citations, and source lists. Users can upload their own files, combine them with Blue J’s authoritative tax database, analyze documents, and download answers as PDF or DOCX. The application can generate memos and emails. Blue J says its primary tax sources are current and updated daily, drawing mainly on primary resources and Tax Notes news and commentary. It uses language-model technology from OpenAI and Google and says customer data is not used to train generative AI models. Data is stored and processed in AWS us-east-1 in North Virginia; storage elsewhere and on-premise deployment are not offered. Optional customer files are deleted automatically after 24 hours. The Individual Plan costs $1,498 a year per user and includes US federal and SALT coverage, unlimited questions, drafting, uploads, citations, and source lists. A seven-day trial requires no credit card. Team plans add dedicated support, guided onboarding, firm-wide usage insights, SSO, and custom access controls.

Spec sheet

What it does
Blue J is a cloud native generative AI tax research application that answers challenging tax law questions through a natural language interface.Read 2 Oct 2026 · bluej.com
Audience
Blue J describes its Individual Plan as best for sole practitioners and its Team Plan as best for firms with multiple tax professionals.Read 2 Oct 2026 · bluej.com
Trial
Blue J offers a 7-day free trial that requires no credit card.Read 2 Oct 2026 · bluej.com
Security
Blue J maintains an annual SOC 2 Type 2 report and provides it to customers upon receipt of a signed NDA.Read 2 Oct 2026 · bluej.com
Support
Team plans include dedicated customer support, guided onboarding and training, and firm-wide usage insights.Read 2 Oct 2026 · bluej.com
Founded
2015Read 28 Sep 2026 · bluej.com
Cited answers
Blue J provides answers with relevant source documents and verifiable sources.Read 2 Oct 2026 · bluej.com
Company history
Blue J says it was founded in 2015 by Benjamin Alarie, Albert Yoon, and Anthony Niblett.Read 2 Oct 2026 · bluej.com
Document uploads
Users may upload documents to combine their own content with Blue J’s authoritative tax content database.Read 2 Oct 2026 · bluej.com
File retention
Optional customer files are automatically deleted daily after 24 hours.Read 2 Oct 2026 · bluej.com
Integrations and AI providers
Blue J says it uses large language model technology from OpenAI and Google, and customer data is not used to train generative AI models.Read 2 Oct 2026 · bluej.com
Privacy and hosting
Data is stored and processed in AWS us-east-1 in North Virginia, and Blue J says it does not offer storage in other jurisdictions or an on-premise solution.Read 2 Oct 2026 · bluej.com
Research content
Blue J says its primary tax sources are current and updated daily, and its answers draw predominantly on primary resources and Tax Notes news and commentary.Read 2 Oct 2026 · bluej.com
Research tools
Features include in-line citations, source lists, file analysis, downloadable PDF and DOCx answers, and generated memos and emails.Read 2 Oct 2026 · bluej.com

Plans and prices

Individual Plan $1,498 a year per user Full US federal and SALT tax coverage · Unlimited questions, drafting, and file uploads · Unlimited in-line citations and source lists · SOC 2 Type II compliant Read 2 Oct 2026 · bluej.com
Team Plan Priced on request Everything included in Individual · Dedicated customer support · Guided onboarding and training · Firm-wide usage insights · SSO and custom access controls Read 2 Oct 2026 · bluej.com

Every Blue J plan and price →

Strong points and limits

Strong points

  • Natural-language tax research
  • Cited, verifiable answers
  • Daily-updated primary sources
  • PDF and DOCX exports
  • Seven-day trial without credit card

Limits

  • Web platform only
  • No free plan
  • Data stored in North Virginia
  • Uploaded files deleted after 24 hours

Who it suits

The Individual Plan is described for sole practitioners. The Team Plan is aimed at firms with multiple tax professionals needing support, onboarding, usage insights, and access controls.

Verdict

Blue J combines tax-law question answering with cited research, document analysis, and drafting outputs. Its plan structure separates individual research from team support and administration.

Where Specifiction places it

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