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Automation & MCP Open question — the Lab is working on this

Can Blue J be used to upload full source documents and tax returns for an AI-driven review, not just tax research?

58:53From the June 24 call · New IRS and AICPA AI Guidance: 7216, Billing, and Disclosures

One member reported doing a demo with Blue J where the vendor stated that, despite the company's public-facing focus on tax research, the tool can also accept an uploaded source document and a PDF of the completed tax return, compare the two, and flag anything mistyped, missed, or that doesn't add up — functioning like an AI reviewer rather than just a research tool. The member had not yet tested this personally (a free trial was upcoming) and could not confirm how well it performs in practice.

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