Does anyone’s firm use the Blue J tax research platform? Thoughts on the product?

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Love it. Wish I’d had it my whole career. It has been a game changer.

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Firm wide

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It’s solid. You still need to double check the references if information is relevant. It’s really only good for federal tax. If you’re looking for state tax it’s not as great. But it’s like anything. It’s as good as you make of it.

I’m no longer at Crowe but we had access to it firmwide when I was there.

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I like it for some basic research and drafting notice responses. For notice responses, like reasonable cause penalty abatement, I had it summarize the relevant law then gave it the facts and circumstances, and it gave me a pretty good letter. I just edited to change some language in certain places.

I also use it when I just need quick confirmation on something, that I know but haven’t seen in a while and want to double check, but it isn’t so complex to need to get a specialist involved.

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We just got access at the beginning of December. They’re really pushing it right now, but we also get a pop-up every time telling us to check the sources.

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It is helpful, but is it significantly better than other LLM’s….not really.

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I like it, just need to double check the references to make sure it is relevant. I’ve had it for almost 2 years.

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Love it. It’s a serious time saver and does a decent job of creating outlines for memos.

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Nice! DT also then?

Nice. A partner at a regional shared that opinion as well. Game changer.

Since I’m in the stone age, I now found TaxGPT, Bizora, CPAPilot, and Hive as alternatives. I’d love to hear thoughts on any of them.

I prefer CoCounsel but I really like Blue J too. I have both so I tend to compare answers. Blue J is wrong more than CoCounsel, still not often though.

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