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New AI tax research report from Blue J and CPA.com

Published:
By: Blue J
Tax professionals discussing how AI tax research improves client service, efficiency and practitioner judgment

Created by Blue J and CPA.com, the 2026 AI Tax Research Solution Outlook Report explores how accounting firms are shifting from trying AI to relying on it—and what this means for the future of the profession. This year’s report reveals an unexpected effect of increased AI adoption: more focus on the uniquely human experiences and skills AI can’t replace. From deepening client relationships to prioritizing practitioner judgment, AI-driven efficiencies are helping firms to better serve both clients and staff.  

The Outlook Report features fresh insights from a survey of 1,000 US-based accountants, including:  

  • Time savings: 84% cite time saved as a key benefit of AI-powered tax research  
  • Better client experiences: 50% say they’re redirecting AI-driven time savings toward faster client responses and project timelines  
  • More room for professional judgment: 77% say AI gives them the headspace to exercise their judgment 

Read the full report to learn more about how AI is transforming the tax profession—and how to adapt.  

About the author(s)

Blue J team, leaders in generative AI for tax professionals, creators of the Blue J AI tax research tool trusted by top firms worldwide.

Blue J

Blue J is the leader in generative AI for tax experts. Our flagship product, Blue J, is the most accurate and easy-to-use AI tax research tool available. Trusted by top firms worldwide, Blue J is revolutionizing how tax professionals work. Access your Blue J benefit as an NATP member.

We collaborate with select companies to bring you content to support your success as a tax professional. Thanks to their contribution, we’re able to continue delivering valuable insights, resources, and tools for the tax community.

Information included in this article is accurate as of the publication date. This post does not reflect tax law changes or IRS guidance that may have occurred after the publishing date.