← All use cases · Law, accounting & agencies

Use BlueJ plus ChatGPT so complex tax research becomes a client-ready memo in hours

who Brian Davis, CPA, founder of One Stop CPA in Fort Lauderdale, as reported by the Journal of Accountancy

The problem

Clients bring layered real-estate and multi-entity questions that used to burn long stretches of research time before a usable client memo existed.

What happened

As reported: one M&A-plus-residency scenario that previously would have taken much longer was developed in about two hours. He stresses AI is a starting point, not the final answer.

News report Source: Journal of Accountancy: Real-life ways small firms use AI (2026-08-01) · Added 2026-10-14. Results as reported by the source; we haven't independently verified them.

How to set it up yourself

1. Capture the client facts in a short brief before you open any AI tool.
2. Run authority-based research in a tax research app, not a public chatbot.
3. Use ChatGPT only on enterprise settings to format the client deliverable.
4. You sign off; never send unreviewed AI output.

Copy-paste prompt

Turn this CPA research summary into a one-page client overview with: situation, options, recommended next step, and open questions. Plain language, no jargon. Summary: {PASTE}

Tools used

Some tool links may be affiliate links. Disclosure

Checked prices: ChatGPT: from Go $8/mo (Plus $20/mo) (verified 2026-10-13)

Related for Law, accounting & agencies

Law, accounting & agenciesSocial & marketingTold by the owner

Use AI to draft social posts and proposals, then edit

The owner says drafts still need editing but it cuts the time in half.

ChatGPTClaude

tools from $8/moUsefulSaveI want this

via Reddit r/smallbusiness

Law, accounting & agenciesSlow lead repliesTold by the owner

Respond to every inquiry within 60 seconds with an AI lead responder

The owner says close rate went up; also warns DIY Zapier builds took more time than they saved.

setup · easyUsefulSaveI want this

via Reddit r/AiForSmallBusiness

Law, accounting & agenciesSlow lead repliesTold by the owner

Filter new client form submissions with AI and reply with next steps

The owner reports 20+ hours a week saved (self-reported).

ZapierChatGPT

tools from $8/moUsefulSaveI want this

via Reddit r/aipromptprogramming

Running something like this in your business? Submit your use case and we'll credit you with a link.