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November 3, 2011

Thomson Reuters Checkpoint

800-950-1216 YourCheckpoint.ThomsonReuters.com    2011 Overall Rating 5   BEST FIT Tax and accounting professionals that prefer a uniform platform for tax and accounting research STRENGTHS High level of user-specific customization Single platform for multiple primary, proprietary & third-party research content providers Strong search capabilities POTENTIAL LIMITATIONS Based on subscription level, users may experience content overload... Read more »

Steven M. Phelan

800-950-1216

YourCheckpoint.ThomsonReuters.com 

 

2011 Overall Rating 5

 

BEST FIT

Tax and accounting professionals that prefer a uniform platform for tax and accounting research

STRENGTHS

  • High level of user-specific customization
  • Single platform for multiple primary, proprietary & third-party research content providers
  • Strong search capabilities

POTENTIAL LIMITATIONS

  • Based on subscription level, users may experience content overload
  • Search options may be overwhelming upon initial use, but should degrade over time

SUMMARY & PRICING

Thomson Reuters Checkpoint offers a strong tax and accounting research set. The service features a number of highly respected primary resources in addition to proprietary content from the PPC, RIA and WG&L brands. Other third-party research, such as BNA Tax Research may be integrated into Thomson Reuters Checkpoint. All content resides on a uniform platform that may be easily searched. Many user customization options are available to enhance the tax research experience, as well. Thomson Reuters offers a small firm library consisting of technical code and regulations, compliance and planning libraries, newsletters, access to e-Forms RS, and editorial content for around $1,000. Additional users may be added and are price indexed based on the number of users and subscribed content.

 

BASIC SYSTEM FUNCTIONS 5

CONTENT 5

CUSTOMIZATION 5

INTEGRATION/IMPORT/EXPORT 5

HELP & SUPPORT 5

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Steven M. Phelan

CPA

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.

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