Tax & Accounting

Checkpoint

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.

95 of the Top 100 Law Firms, 93 of the Fortune 100, and 100 of the Top 100 CPA Firms rely on Checkpoint.

With Checkpoint, you can:

  • Rely on expert guidance and authoritative analysis from RIA®, PPC®, WG&L®, EBIA, and IBFD experts.
  • Search the way you want to with customizable search options.
  • See as much or as little as you choose with libraries tailored to your needs.
  • Access fully integrated tax, accounting, auditing and corporate finance content -- including primary source materials and expert analysis.
  • Connect with tax software through integrated links with ONESOURCE™, UltraTax CS™, and e-Form® RS.
  • Cut through your workload with access to timesaving Checkpoint Tools.
  • Keep up-to-date with news that affects you.
  • Stay ahead with quarterly innovative technological enhancements.

Checkpoint Delivers

  • Superior Content. Expert editorial analysis from RIA and guidance from renowned WG&L authors and PPC experts are at the very heart of Checkpoint. Add to that insightful analysis from IBFD, EBIA, and others to create the most robust content of any research platform available.
  • Unparalleled Integration. Only Checkpoint integrates content from RIA, WG&L, PPC, IBFD, EBIA, and BNA with primary sources including AICPA, SEC, GAAP, FASB, GASB, IASB, and more. Plus, Checkpoint provides easy linking to ONESOURCE™, UltraTax CS™ and e-Form® RS compliance software.
  • Timely Alerts and Updates. We’ll keep you up-to-speed on everything you need to know in the world of tax and accounting news. The very latest news updates can be delivered to your inbox or accessed online on Checkpoint -- whichever you prefer.
  • Frequent Innovations. In addition to breaking news and legislative updates being incorporated into Checkpoint immediately, regular enhancements are made to Checkpoint each quarter. These enhancements include additional content or content updates, platform features or other suggestions you’ve made on ways to continuously make your research faster and easier.
  • Checkpoint Tools. Stay up-to-date by installing the latest version of Checkpoint Tools. Ensure quality & consistency and perform engagements with maximum productivity and profitability. The most complete set of resources available for specialized industry engagements, Checkpoint Tools work with leading paperless engagement software or alone in Word and Excel.

  • Exclusive trackers. Use Bill Tracker to easily see if there is pending legislation pertaining to your search topic, or Citation Tracker to be notified when a document is cited by a new Federal tax case or IRS Ruling/Release.
  • Unique Create-a-Charts. Get immediate access to the most up-to-date tax and accounting information through interactive comparison charts featuring links to the controlling authority and detailed explanation paragraphs.
  • Efficient search tools. Dig deeper into your search with Search Within Results, or schedule searches you may need to run again in the future.
  • Intuitive search. Search by Citation, Keyword, Index or Table of Contents: all of these search methods are on one screen for easy access, and word search results are filtered by your subscribed databases.
  • Easily share your document. Print, copy, export or e-mail your entire document or just selected text.
  • Split screen viewing. Toggle between the results of your search, or the Table of Contents, while keeping your document visible on the main screen.
  • Table of contents. Use a traditional book format, or go to the Table of Contents to search specific areas to localize your results even further.
  • Your home page. Customize your home page with the search tools and content links you usemost, or even conduct a Quick Search.
  • Link viewer. It’s just like opening a new book! Use this pop-up window to preview a document without leaving your main document.

Recommended Requirements:

  • Hi-speed internet connection.
  • Microsoft Internet Explorer® (latest version) or Mozilla® Firefox (latest version).
  • Adobe Acrobat® Reader (latest version).


Minimum System Requirements:

  • Dial-up internet connection.
  • Monitor with 1024x768 resolution.
  • Microsoft Internet Explorer® 6 or Mozilla® Firefox.
  • Adobe Acrobat® Reader 5.0, for viewing any PDF forms and the Checkpoint® User Reference Guide.

Awards:

  • 6 Years in a Row! Checkpoint receives a 5 STAR rating in The CPA Technology Advisor’s annual review of tax research systems (2004, 2005, 2006, 2007, 2008, 2009).
  • 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 2009 SIIA Awards in the Best Online Government Information Service and Best Solution Integrating Content into Workflow 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.

  • Checkpoint’s available resource collections are exhaustively comprehensive, but the program maintains a eneral ease of use…”
    – The CPA Technology Advisor, January 2009
  • Whether looking for primary source materials on federal, state, local or international accounting and taxation, or searching for guidance and explanation of tax law, Checkpoint offers virtually everything.”
    – From the Jan./Mar. 2008 Review of Tax Research Systems, CPA Technology Advisor
  • 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:

"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 is 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 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

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