Checkpoint

Paid#5 of 32 in Tax Research Software

Checkpoint: A research platform that combines primary sources, expert analysis and tax-planning guidance. Ranked #5 of 32 in Tax Research Software by our editors (9.0/10); pricing: Pricing on request · 7-day trial; best for US tax research with planning guidance.

9.0/10★★★★☆Editor score

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At a glance

• Editor score
  9.0 / 10
• Pricing
  Pricing on request · 7-day trial
• Best for
  US tax research with planning guidance
• Founded
  2008 · Frisco, Texas, United States
• Facts checked
  21 Sep 2026

• Where it wins

  • Predictive search combines natural-language queries with concept markers.
  • Advisory Maps provide step-by-step tax planning guidance.
  • Multistate charts, saved searches and citation alerts support ongoing research.

• Where it doesn't

  • Pricing requires contacting sales.
  • Access is limited to the web platform.
  • Its broad tax, accounting and finance scope may exceed focused research needs.

Our verdict on Checkpoint

Checkpoint is Thomson Reuters’ online research and guidance platform for tax, accounting, finance and related professional work. It is designed for tax and accounting professionals, firms and corporate tax teams that need searchable expert-authored analysis, primary-source materials, editorial guidance, current-awareness content and learning resources. Its tax research capabilities include case law, current law updates, AI-assisted research and document alerts, with Checkpoint Edge adding predictive search, concept markers, Advisory Maps and state tax charts.

Research depth is the platform’s clearest strength. Expert-authored analysis is integrated with primary-source documents, while natural-language search and predictive results are intended to help users refine broad questions into more targeted research. Advisory Maps add a guided planning layer, and multistate comparison charts support work involving more than one state. Saved searches, scheduled alerts and Citation Tracker alerts extend the product beyond one-time lookups by helping teams monitor cited or superseded cases and rulings.

Checkpoint runs on the web and covers tax, accounting and financial research rather than focusing only on a narrow tax use case. That breadth suits firms and corporate teams whose work crosses related professional areas, but users seeking a tightly scoped tax database may find the wider platform less aligned with their needs. Pricing follows a contact-sales model, and a 7-day free trial is available. Choose Checkpoint for US tax research that benefits from planning guidance, multistate comparisons and continuing alerts; consider a more focused option if web-based access and a broader professional-research scope do not fit your workflow.

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Alternatives to Checkpoint

• VTVitalLaw Tax LawA broad tax research platform for professionals handling complex, changing tax law.9.4
• IBFD Tax Research PlatformA broad web platform for international tax, treaty, case-law and jurisdiction research.9.3
• Bloomberg TaxA broad web-based tax research suite for enterprise teams needing monitoring and workflow tools.9.2

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Checkpoint vs the competition

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Featured on iTechGuides

Checkpoint is listed in our Tax Research Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update