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ASK BLUE J

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

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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INTERESTED TO SEE ASK BLUE J IN ACTION? JUST ASK.

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PARTNERSHIP ANNOUNCEMENTS

December 12, 2023

BROWNWINICK PARTNERS WITH BLUE J TO DELIVER RESULTS FOR CLIENTS, FASTER

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August 29, 2023

HALL CPA ADOPTS ASK BLUE J, THE FIRST GENERATIVE AI FOR TAX RESEARCH, TO ENHANCE
CLIENT SERVICES

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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> “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

> “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 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.

> "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

Slide 4 of 7.

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?

Ask detailed questions of your sources

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…

* Summarize this document
* Does this source contain any information on [your area of interest]?
* Explain this document to me in three sentences

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.

‍

What does "view additional related material" mean?

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, documents, and legislation related to your
response generated in Ask Blue J.

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

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.

‍

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

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:

* Add line breaks
* Reorder the words in your prompt, or replace words with similar words
* Try replacing any mentions of "§" with Section, or vice versa
* Spell out acronyms
* Ask just the first part of your question if it’s a compound question
* Try removing the words “you” or “I” (i.e. can you / can I…?) from your prompt
and using terms that may appear in the source documents related to your
prompt
* Try removing value judgement words like “best” from your prompt (i.e. what
are the best strategies for...) and instead just ask for "some strategies
for..."

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.

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

Blue J relies on meticulously curated primary tax resources 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 tax
sources is current and updated regularly.

Does Ask Blue J reference firm websites?

Blue J relies on meticulously curated primary tax resources to provide you with
the most reliable answers to your tax-related questions, and does not currently
reference sources from firm websites. While Ask Blue J isn't currently using
secondary sources from firm websites, we pride ourselves on providing you with
the most accurate and reliable answers to your tax-related questions. If you’d
like to request secondary sources, please email us at support@askbluej.com

‍

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

To share a question and response with someone external to your firm, simply look
for the three icons located below each response. You can:

* Copy to Clipboard: Copy and paste the question, response and sources into a
document or email
* Email: open an email with the question, answer and sources using your default
mail provider
* Print: to print or save as a PDF for easy reference

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.

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

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.

How do I download a source?

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.

Is Ask Blue J conversational?

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.

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?

When Ask Blue J responds with “I am not able to provide a confident answer," it
means it is unable to accurately respond to your query at this time. There could
be a few reasons why:

* Ask Blue J does not have authoritative source material to respond accurately
* Ask Blue J could not interpret the prompt to produce the correct context for
an answer

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 am not able to provide a confident answer” in
error, try rephrasing your prompt using different keywords, breaking down your
request into smaller questions, or simplifying your request.

‍

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

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.

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

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.

‍

Where does my feedback go?

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.

‍

What types of questions can I ask?

Here are some examples of well-formed prompts you can use in Ask Blue J:

* Explain Section 1060
* What are the rules for determining the allocation of consideration received
in an applicable asset acquisition?
* Provide more detail on the rules for allocation of consideration
* Summarize the above as a client email

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.

‍

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

Here are a few tips to get started:

* Just ask your question, exactly as you would phrase it to a colleague
* Amend the response, as needed, for clarifications or more details
* Specify the format, whether that’s bullet points, a client memo or email

Book a time with our customer success team for a dedicated prompt-training
session.

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

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, and highlights the most relevant paragraph
from each source. Included with every source is its citation number and other
relevant information like publish date or date of judgment.

How recent is your data?

Our database of primary tax sources is current and updated daily.

What areas of law do you cover?

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 currently using predominantly primary sources to
ensure accurate answers about federal tax law.

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.

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. Ask Blue J’s content
recommendations instantly surfaces cases, documents, and legislation related to
your response.

‍

What jurisdictions are covered?

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.

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 is Ask Blue J and how does it 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.

Bringing absolute clarity to the law

GENERATIVE AI FOR TAX

Get A Demo

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.

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.

FREQUENTLY ASKED QUESTIONS

How does Ask Blue J work?

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?

Ask detailed questions of your sources

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…

* Summarize this document
* Does this source contain any information on [your area of interest]?
* Explain this document to me in three sentences

‍

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?

Working with generative AI tools requires a different approach than working with
traditional boolean search tools, and takes a bit of experimentation!

If you repeatedly see “unable to answer” messages, try adjusting your prompt:

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?

To share a question and response with someone external to your firm, simply look
for the three icons located below each response. You can:

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

How do I download a source?

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.

Is Ask Blue J conversational?

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.

‍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.

Rapidly rewrite an answer into a draft email or memo.

For example, simply Ask Blue J to “Summarize the above as a client email,” and
it will modify the response to your instructions.

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?

When Ask Blue J responds with “I am not able to provide a confident answer," it
means it is unable to accurately respond to your query at this time. There could
be a few reasons why:

* Ask Blue J does not have authoritative source material to respond accurately
* Ask Blue J could not interpret the prompt to produce the correct context for
an answer

‍

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?

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.

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.

‍

What types of questions can I ask?

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.

‍

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

Here are a few tips to get started:

Book a time with our customer success team for a dedicated prompt-training
session.

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

How recent is your data?

Our database of primary tax sources is current and updated daily.

What areas of law do you cover?

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.

What data is Ask Blue J trained on?

‍

What jurisdictions are covered?

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.

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 is Ask Blue J and how does it work?

Founded in 2015, Blue J is a legal technology company on a mission to improve
people’s lives by bringing absolute clarity to the law. Our software empowers
tax and legal professionals to perform exceptional analysis and deliver more
insights faster. Leading professional services firms and corporations harness
Blue J’s industry-leading AI solutions to solve their client’s most challenging
issues, unlocking extraordinary customer value.
‍

CONNECT

+1 800-607-6105
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New York, NY
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CANADA

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4th Floor
Toronto, ON
M5V 2Y1

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