In this episode, Benjamin Alarie, CEO and co-founder of Blue J, and Ashley Francis, CPA/PFS, owner of The Francis Group, PLLC, discuss the integration of artificial intelligence (AI) in tax research. They sift through the best practices for using AI tools, the importance of asking the right questions and the future of AI in the tax profession. The conversation also touches on the potential risks and cautions associated with using AI, emphasizing the need for professional judgment and client confidentiality.

What you'll learn from this episode:

• How to integrate AI tools into your tax research workflow
• Ways to evaluate AI output to determine accuracy
• The top cautions and risks associated with using AI for tax research
• The future of AI in tax research

AICPA and CPA.com resources

Artificial Intelligence (AI) Tax Resource Center — Explore the AI Tax Resource Center for insights, tools and guidance on leveraging artificial intelligence to optimize tax practices and enhance compliance.

The future of tax research: Frameworks, use cases, and best practices for AI research — A practical framework to evaluate, adopt and scale AI-powered research tools

Bartlett, Pringle, and Wolf (BPW) Case Study: Learn how BPW turned to Blue J to confidently embrace generative AI — gaining instant, verifiable tax answers and high-quality drafts without compromising accuracy or authority

Blue J AI Tax Research — Sign up today to access preferred pricing through the CPA.com partner program.

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