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A client write-up application designed by Thomson Reuters for accounting/legal/professional and finance & insurance companies.
Questions about Checkpoint? Call (800) 827-1151 and talk to a software expert now.

This tax research system provides you with the most state of the art, cutting edge technology. Checkpoint provides the most efficient platform for data collection to provide you with the answers you seek. This product is your complete solution to helping you help your clients better.

This product will provide you with the ability to easily compile your clients’ financial statements. In addition Checkpoint will provide you with a number of other benefits, including:

  • Efficient research processes contribute to higher productivity and profit.
  • Communication improvement helps you stay in contact with your client, enhancing the relationship you have with your customers
  • Subscription to newsletters keeping you informed of changes in reporting regulation.
  • The Create-a-Chart feature which immensely reduces time and expenses, otherwise used on manual information gathering and charting.
  • Access to the Employee Benefit Case Wizard; allowing you to search for a case by case name, court type, date, citation or keyword.
  • The Document Assembly feature; providing easy ways to fill out election statements, compliance statements, etc.

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