In this workshop, we walk through practical workflows to help you get the most out of Blue J during tax season.
What this session covers:
- Verifying Answers: How to use sources to jump directly to the content, summarize the source, and ask follow up questions within the source itself.
- Drafting Client Responses: How to go from research to client-ready communication with tips for adjusting tone and level of detail.
- Organizing Threads: Best practices for using and naming threads to keep your research organized and easy to revisit.
- Using File Upload: How to upload documents in Blue J, along with a review of security considerations. For more information on Blue J security, visit our Information Security Program. For more information on File Upload (including File Upload security), visit our Help Center.