05/27/2026
What was once a 4-hour research task now takes 15 minutes.
So says Joe Fullerton, Tax Partner at Sorren, an IPA Top 100 firm, since he started using Blue J.
Fullerton uses it to cut through dense tax code, produce client-ready memos, and get to answers faster. But the shift he describes goes well beyond speed.
"Using AI allows me to be on offense more than defense. More planning, more opportunities to be out in the field, talking to my clients about what's ahead versus being a historian and completing a required tax form."
That’s the real unlock. It’s not just about doing the same work faster, it’s about doing different work entirely.