Checkpoint

Overview

Checkpoint® is a tax research system that combines the most trustworthy information available with the most powerful research tools on the market.

Checkpoint® provides unparalleled expert guidance, powerful research and workflow tools, and integration capabilities that have revolutionized tax and accounting research.

Checkpoint®'s blend of cutting-edge technology and editorial insight was developed by tax and accounting professionals for tax and accounting professionals.

Over 85% of Fortune 1000 corporations, over 90% of the top 100 accounting firms, and over 90% of the top 100 law firms use Checkpoint®. There are over 7000 registered Checkpoint® users within the Big Four.

With Checkpoint, you can:

  • Rely on expert guidance and authoritative analysis from Thomson Tax & Accounting editors, WG&L authors, and partners including BNA, PPC, AICPA, PLI, and WorldTrade Executive. No other platform offers the breadth, depth, accuracy, and completeness of information you'll find on Checkpoint®.
  • Reduce research time with an intuitive and fully integrated system designed specifically to improve research efficiency. Checkpoint® is the only research platform made by tax and accounting professionals for tax and accounting professionals, and it shows.
  • Build stronger relationships and a more profitable practice by using Checkpoint® to create an instant communication bridge between the you and your client -- without leaving Checkpoint® or interrupting your workflow.

Why choose Checkpoint?

  • No other tax research system delivers cutting-edge technology that stays cutting-edge. We deliver technological innovations and enhancements four times per year to ensure that your system continues to meet your changing needs -- our closest competitor offers improvements once every other year.
  • No other tax research system gets you up to speed so quickly and easily. Find what you need immediately with Checkpoint®'s seamlessly integrated primary sources, RIA, WG&L, and PPC analysis, and third-party content.
  • No other tax research system gives you an expert in your office. Only Checkpoint® links you from the Internal Revenue Code directly to a WG&L treatise. You'll find authoritative guidance on complex tax issues from experts such as Walter Hellerstein for state taxation and James Eustice for practical advice on corporate taxation, as well as practical guidance from Thomson Tax & Accounting experts.
  • No other tax research system provides a single platform for all tax, accounting, auditing and financial reporting and management content -- and Checkpoint® also integrates with InSource Express RS, GoSystem Tax RS, and UltraTax CS.
What's Included

In addition to Tax (Federal, State, Local, and International), Estate Planning, and Pension and Benefits, and Payroll components, Checkpoint offers general features including:

  • Anchor content from RIA and WG&L: With titles like the Federal Tax Coordinator 2d and the U.S. Tax Reporter, RIA is renowned for providing authoritative analysis, guidance and interpretations from leading industry experts you know and trust. WG&L is one of the most respected brands in the industry and the expert authors are acknowledged for their superior interpretative analysis and practical approach to tax.
  • Federal Tax Coordinator 2d: RIA's renowned editorial analysis, arranged topically; Federal Tax Coordinator 2d covers all the laws, regulations, IRS rulings, and releases that apply to each tax problem.
  • U.S. Tax Reporter: A comprehensive and up-to-date source of federal tax law, regulations, committee reports, cases, rulings, annotations of cases and rulings, and explanations.
  • WG&L Treatises & Journals: The most trusted source of tax and accounting expert analysis, plus the help of numerous experts in the world of tax and financial reporting is at your fingertips.
  • RIA's and WG&L's Premier Newsletters. Choose newsletters written by our experienced in-house editors (Federal Taxes Weekly Alert, State and Local Taxes Weekly, Pension and Benefits Week, Estate Planner's Alert, Payroll Guide Newsletter, and Corporate Finance News) or by renowned practitioners including Jack Cummings, Howard M. Zaritsky, Cym Lowell, Pamela Perdue, and Hogan & Hartson.
  • Content from External Partners: The best tax and accounting information providers in the world¿including WorldTrade Executive, PLI, AICPA, PPC, BNA, GAAP, and FASB¿choose Checkpoint to aggregate their materials. In international tax alone, you'll find content from the IBFD, Comtax, West, and Sweet & Maxwell.
  • Time-saving features: Comparison tools that cross-link information across disparate sources, putting an end to time-consuming manual searches, advanced search tools that sort through thousands of documents to find the information you need, automatic alert systems, and an intuitive, easy-to-use interface built around your needs.
  • Subject-specific indexes and summaries: Dozens of tools designed to simplify research focused on subjects including Federal, State, Local, and International Taxation, Estate Planning, Pension & Benefits, and Payroll.
  • Practice-development aids: Interactive financial calculators and checklists, sophisticated transactional planning tools, audit programs, and hundreds of sample documents including fully prepared client letters, SEC filings, templates for IRS correspondence, legal agreements, and forms.
Tech Specs

Recommended Requirements:

  • Windows® 95/98 or Windows® NT.
  • Pentium computer or better.
  • Direct and reliable connection to the Internet with a national ISP.
  • 64 MB RAM.
  • 20 MB hard disk space.
  • Microsoft Internet Explorer® (the latest full version).  


Minimum System Requirements:

Hardware:
  • 28.8+ KBPS modem, ISDN, or direct Ethernet connection to the internet.
  • Pentium class.
  • 32 MB RAM.
  • 20 MB free hard drive space.
  • SVGA monitor, 800 x 600.
Software:
  • Windows® 98, Windows® NT 4.x, 2000, or XP.
  • Netscape Navigator® 6.0 or higher, or Microsoft Internet Explorer®, 5.0 or higher.
  • Internet dial-up software (provided free of charge in Windows 98).
  • Adobe Acrobat® Reader 5.0 or higher, for viewing any PDF forms and instructions as well as the Checkpoint® User Reference Guide (available free of charge from the Adobe web site).
Communications:
  • Account with an Internet Service Provider (ISP).
  • TCP/IP stack.
Acclaim

Awards:

  • Checkpoint® once again receives a 5-star rating in The CPA Technology Advisor's review of tax research applications [2007, 2006, 2005, 2004].
  • Checkpoint® is awarded the highest rating of "5 Stars" by CPA Software News [January/March 2004].
  • Checkpoint® rated Top 5 in 2004 for tax research by CPA Magazine [June/July 2004]
  • Checkpoint® won the 2004 SIIA Codie Award for Software Excellence and was a finalist in the 2006 SIIA Awards in the Best Online Government Information Service and Best Online Newsletter categories.
  • RIA won the CPA Wealth Provider's Second Annual Financial Planning Award of Excellence [December 2004].


Accolades:

Checkpoint® continues its momentum as the best tax and accounting research system available and its innovation is recognized and acknowledged in the industry.

  • According to the 2004/2005 Corporate Tax Department Survey from TEI, 56% of Corporate Tax Professionals use Checkpoint® as their #1 Internet Research Services source.

Customers Praise Checkpoint:

"The advanced search within a search capabilities gets me to the information I need faster than any other search tool. This is far superior to other search tools --it saves invaluable time. There are also superior features like email capabilities, linkages, organizational presentation, a News room and search history storage. The linking between primary source and editorial commentary, coupled with SEC highlights and footnotes allows me to make better informed decisions or communicate information with my company or its auditors. Hands down, it's better!"

-- George Hernandez, Director of Finance, Natus Medical Inc.


"I've been a Checkpoint user for many years, and I'm very pleased with the quality of content, and platform -- especially the Create-a-Chart, it's a real time saver. It's a great value with good service."

-- Steve Bouchee, Tax Manager, Paccar, Inc.


"Our firm has benefited enormously from using a tool like Checkpoint; we've been able to streamline our research and better service our clients. Our alliance with RIA is very important to our success."

-- Keith Palmer, Director of Tax for Moss Adams


"Being able to link into source documents immediately from the site¿that's huge. When I'm looking at an explanation or a summary or an editorial document, being able to link to the source document is a big help."

-- John Morton, Group Manager and Director of Tax, Paymentech


"The advantage of Checkpoint is its broad diversity of what it brings up for you. It's easy to research and it has a depth of knowledge and resources to pull from... You can easily drill down and you can easily come back up without getting lost within your search... It gives a more detailed analysis, so that is why we switched over¿it has more meat and substance to the analysis... The writing is excellent."

-- Donna Suhadolnik, Tax Manager, Coinstar


"The value of the Checkpoint product in its entirety, including comprehensiveness and ease of use, is very good...Compared to the competition, RIA provides more for a dollar."

-- Bonnie Scotella, C.P.A., Doeren Mayhew and Company


"I am a big fan! It's very user friendly, easy to find things, and I really like the links. Not to mention the service is terrific, everybody¿from sales, to training to tech support¿is really helpful! Checkpoint helps me do my job and helps me meet the needs of my internal client¿that's all that matters!!"

-- Linda Kleiner, Senior Tax Analyst, Pfizer

Contact Us

Customer Service
Tel: +1 800.431.9025
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Sales
Tel: +1 800.950.1216
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