Checkpoint review
A research platform that combines primary sources, expert analysis and tax-planning guidance.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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alerts and Citation Tracker alerts extend the product beyond one-time lookups by helping teams monitor cited or superseded cases and rulings.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.
Checkpoint pros and cons
- 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.
Checkpoint fact sheet, pricing and score →
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