--- title: Checkpoint Reviews meta\_title: 'Checkpoint Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 20 reviews by the users' company size, role or industry to find out how Checkpoint works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 20 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- ### Checkpoint Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **comprehensive resources** of Thomson Reuters Checkpoint for federal and state tax research and compliance. [(1 mentions)](https://www.g2.com/products/thomson-reuters-checkpoint/reviews?filters%5Bsentiment_snippet%5D=2097520&qs=pros-and-cons#reviews) Users value the **comprehensive tax management** capabilities of Checkpoint for research and compliance needs. [(1 mentions)](https://www.g2.com/products/thomson-reuters-checkpoint/reviews?filters%5Bsentiment_snippet%5D=2097527&qs=pros-and-cons#reviews) Users value the **regular updates** from Checkpoint, ensuring they stay informed on tax and regulatory changes. [(1 mentions)](https://www.g2.com/products/thomson-reuters-checkpoint/reviews?filters%5Bsentiment_snippet%5D=2097529&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Checkpoint ##### 1. Comprehensive Users value the **comprehensive resources** of Thomson Reuters Checkpoint for federal and state tax research and compliance. [ See 1 mentions ](https://www.g2.com/products/thomson-reuters-checkpoint/reviews?filters%5Bsentiment_snippet%5D=2097520&qs=pros-and-cons#reviews) See Related User Reviews ![Andrii V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrii V.") AV Andrii V. Small-Business (50 or fewer emp.) 5.0/5 "Good solution for compliance standards tracking and implementation" What do you like about Checkpoint? We use Thomson Reuters Checkpoint for federal and state tax research, compliance, and regulatory updates. ##### 2. Tax Management Users value the **comprehensive tax management** capabilities of Checkpoint for research and compliance needs. [ See 1 mentions ](https://www.g2.com/products/thomson-reuters-checkpoint/reviews?filters%5Bsentiment_snippet%5D=2097527&qs=pros-and-cons#reviews) See Related User Reviews ![Andrii V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrii V.") AV Andrii V. Small-Business (50 or fewer emp.) 5.0/5 "Good solution for compliance standards tracking and implementation" What do you like about Checkpoint? We use Thomson Reuters Checkpoint for federal and state tax research, compliance, and regulatory updates. ##### 3. Updates Users value the **regular updates** from Checkpoint, ensuring they stay informed on tax and regulatory changes. [ See 1 mentions ](https://www.g2.com/products/thomson-reuters-checkpoint/reviews?filters%5Bsentiment_snippet%5D=2097529&qs=pros-and-cons#reviews) See Related User Reviews ![Andrii V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrii V.") AV Andrii V. Small-Business (50 or fewer emp.) 5.0/5 "Good solution for compliance standards tracking and implementation" What do you like about Checkpoint? We use Thomson Reuters Checkpoint for federal and state tax research, compliance, and regulatory updates. ## Top-Rated Alternatives [ ![SAP Multi-Bank Connectivity](https://images.g2crowd.com/uploads/product/hd_favicon/7ff24fefdb8cc17f461e8084346fd686/sap-multi-bank-connectivity.svg "SAP Multi-Bank Connectivity") SAP Multi-Bank Connectivity 4.3/5(46) ](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) [ ![Joist](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_df9005a97af2a8e8845c3c559c4a10dc/evercommerce-joist.png "Joist") Joist 4.1/5(31) ](https://www.g2.com/products/evercommerce-joist/reviews) [ ![BBVA Customer API](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_5aedb2e32eab671ec06ca08cbbbdce50/bbva-customer-api.jpg "BBVA Customer API") BBVA Customer API 4.4/5(29) ](https://www.g2.com/products/bbva-customer-api/reviews) [ View All Alternatives ](https://www.g2.com/products/thomson-reuters-checkpoint/competitors/alternatives) ![Andrii V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrii V.") AV Andrii V. Growth Product Manager Small-Business (50 or fewer emp.) 5/8/2025 "Good solution for compliance standards tracking and implementation" 5/5 What do you like best about Checkpoint? We use Thomson Reuters Checkpoint for federal and state tax research, compliance, and regulatory updates. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? I did not find any crucial disadvantages. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? Checkpoint provides real-time tax law updates, interpretation tools, and access to a vast tax research database. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic SW Sarah W. Senior Tax Analyst Enterprise (\> 1000 emp.) 12/3/2021 "Very easy to use, produces accurate reports" 5/5 What do you like best about Checkpoint? The software is very easy to use. It is easy to generate state reports and then to export those reports into Excel or Word. The tax research function is also very helpful when researching complex tax topics. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? Nothing. The platform is easy to use, produces accurate reports, is easy to navigate and generate what I need. Overall, after 7 years of using the software, I'm very pleased with it. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? We are able to conduct complex tax research on the federal and state/local levels, produce accurate and easy-to-read reports, and do it all in an efficient manner. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite BT Braxton T. Tax Accountant Small-Business (50 or fewer emp.) 11/16/2021 "Love Using Checkpoint for Research" 4.5/5 What do you like best about Checkpoint? I love using Checkpoint for tax research, irrespective of the taxing jurisdiction. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? The amount of information thrown at you can be a little overwhelming for newer users. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? Federal and state tax research Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 1/23/2022 "Good researching tool for tax professionals!" 4/5 What do you like best about Checkpoint? The function to do research by keywords. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? There are some functions that I will never use. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? Tax rule research, tax deadline reminder, tax court cases research, you can also share what you find with others. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Andrew G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrew G.") AG Andrew G. Assistant Accounting Enterprise (\> 1000 emp.) 11/2/2019 "Very useful for Tax research" 4/5 What do you like best about Checkpoint? I've used this software in my current job and during my time in school and it has been an absolute life saver when it comes to finding tax law and other relevant materials. If you're looking for tax regs or other information to back up your findings, this is one of the most useful software out there to gather all information into an easy to use place when searching certain words. It also helps by adding boolen functions so you can summarize your searches very well and try to pinpoint what you're looking for. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? As with anything that looks over tax documents, the information you receive sometimes isn't always useful and the software does not help too much at times. Sometimes the stars next to certain items are not always what you're looking for and you won't always know you've selected the wrong item until you're 15 IRC pages deep into a research project. Review collected by and hosted on G2.com. Recommendations to others considering Checkpoint: If you're looking to help add value to your clients through tax positions you're not certain about, it's one of the best ways to do so. In the field of Tax research, it's unbeaten. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? When you're interested in looking up specific regulations for Tax research, Checkpoint is extremely useful and one of the best research services out there. It is helpful when you're looking up areas of tax law that are not that clear and it puts all the tax court cases you need into a summarized place. I really appreciated the Boolean functions that checkpoint offers, it really helped me summarize down what I'm looking for much easier. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite AA Andrew A. Small-Business (50 or fewer emp.) 6/29/2020 "Your Tax Friend" 5/5 What do you like best about Checkpoint? User friendly, and breath of knowledge.. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? Lacks some preferred secondary sources.. Review collected by and hosted on G2.com. Recommendations to others considering Checkpoint: I would recommend spending a day reviewing the services and tools of Thomson Reuters checkpoint to get the best utility. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? The only problem is the lack of secondary sources that are on other platforms. However, Checkpoint is amazing because it can clearly and quickly search through primary sources. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 10/22/2019 "Powerful Tool" 5/5 What do you like best about Checkpoint? This tool is excellent in searching for answers regarding accounting questions. It is extremely easy to search and filter through results. Search results will highlight the keywords used in search to easily identify potential solutions. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? Unless you know specifically what publication or authority you need to use it can be difficult to navigate Review collected by and hosted on G2.com. Recommendations to others considering Checkpoint: This is a great solution for finding answers in an ever changing tax and accounting environment. The authoritative literature is up to date and easy to navigate through to find the correct solutions. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? Accounting questions and authoritative literature. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite CM Chace M. Assurance staff Accounting Mid-Market (51-1000 emp.) 12/11/2018 "Checkpoint Tools an excellent resource" 4.5/5 What do you like best about Checkpoint? Checkpoint tools is a great resource especially for an accountants use. There are so many resources to new accounting standards updates, resources to standards and regulations, Financial statement tools, and especially since the field I work in is a specialized industry it has quite a lot of resources for that industry. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? Personally I would like to know when each audit program is updated to a newer version, especially in the industry that I work with. This would greatly reduce the time it takes to update a new checklist. Review collected by and hosted on G2.com. Recommendations to others considering Checkpoint: I would recommend Checkpoint tools because of its resources and current information especially regarding new accounting standards, audit programs, and many other tools and tips that can help in the accounting business. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? The biggest problems that are being solved are audit steps from the audit programs pointing us in the right direction. That is the best things that these audit programs offer because of the ever changing nature of the business we have a roadmap as to what needs to be tested and what we should look for. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Ken D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ken D.") KD Ken D. President Staffing and Recruiting Enterprise (\> 1000 emp.) 11/29/2018 "The best in the industry, but also the most expensive" 5/5 What do you like best about Checkpoint? I've used the 3 "big guys" in this space (CCH IntelliConnect, BNA Tax & Accounting and RIA Checkpoint), each for over a year, and Checkpoint is definitely the most user friendly tool that provides the quickest answers. They all have great content, but Checkpoint offers the quickest and easiest answers. The search tool is great, browsing is easy. When it comes to the user, there are no complaints. My favorite tool is the create-a-charts, which are dynamic and update as the tax rules and regulations change. They are also very customization and a great way to get quick answers Review collected by and hosted on G2.com. What do you dislike about Checkpoint? The cost - it tends to be more expensive than just about every competitor. While I do think it's worth the cost, you may want to consider other options based on your company's needs. Review collected by and hosted on G2.com. Recommendations to others considering Checkpoint: Don't accept the pre-determined packages they offer - it's probably more than you need. Work with your representative at RIA to get only the modules you need. Soon, they may be switching to only packages and no a-la-carte options, but for now I've found that it's cheaper to go with a-la-carte because half of what's included in the packages are things we wouldn't use Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? Tax research - our company operates in all 50 US states and several countries around the world, so having a good tax research tool is a must. I utilize the create-a-chart function the most often, but also use the search function from time to time Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Enterprise (\> 1000 emp.) 12/13/2018 "Checkpoint is a handy tool for finding useful information quickly!" 4.5/5 What do you like best about Checkpoint? I use Checkpoint quite regularly. It is a job requirement of mine assure our clients that they are handling the challenging tax compliance issues they face correctly. Without Checkpoint, I would have to conduct research much more often, which can be very tedious. Checkpoint is great at summarizing and placing the important information in my hands when I need it. Review collected by and hosted on G2.com. What do you dislike about Checkpoint? Checkpoint can be difficult to navigate. Users who are not familiar with Checkpoint will have a difficult time in learning how to find information. There are other companies, such as CCH, that have better ways of compiling information for users and is easy to find. Review collected by and hosted on G2.com. Recommendations to others considering Checkpoint: If you are looking for a product that will find the information you need quickly and correctly, Checkpoint is the software for you. It brings you ease of access to important topics, in depth research, and easy to understand summaries of complex laws. Review collected by and hosted on G2.com. What problems is Checkpoint solving and how is that benefiting you? Since I often run into challenging or confusing issues in tax compliance engagements, Checkpoint brings the correct information to me without any hassle. I have been able to answers difficult questions and solve challenging problems in a quicker manner than I would without it. Review collected by and hosted on G2.com. 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