Checkpoint

Checkpoint Thomson Reuters delivers the world’s most innovative technology solutions and advisory services for US tax and accounting firms.

Thomson Reuters Checkpoint is the industry leader for tax and accounting professionals, and offers research, guidance, staff training, marketing and CPE solutions.

Go all in on your firm's future. SYNERGY delivers AI-driven training, product best practices, and connections that drive...
08/28/2026

Go all in on your firm's future. SYNERGY delivers AI-driven training, product best practices, and connections that drive real transformation for tax audit and accounting professionals.

Save $400 with code SYNERGYBOUND before August 31.

Register: https://ow.ly/s3kk50ZBFOM

Firms with a visible AI strategy see 3.1x higher ROI, yet many decision-makers still balk at licensing costs. With the r...
08/28/2026

Firms with a visible AI strategy see 3.1x higher ROI, yet many decision-makers still balk at licensing costs.

With the right planning (and long-term outlook), your firm can turn an investment gamble into a guarantee.

Check out our AI ROI guide to see how: https://ow.ly/mmEt50ZwLho

Is your indirect tax function invisible to leadership? Only a third of indirect tax teams get recognized for the vital s...
08/27/2026

Is your indirect tax function invisible to leadership?

Only a third of indirect tax teams get recognized for the vital strategic value they add, despite influencing major business decisions every day.

This "contribution gap" limits resources and keeps the function on the sidelines. How can we make our impact undeniable?

Learn how leading teams are making their value visible and gaining a seat at the table.

Read our latest whitepaper to see what steps you can take now: https://ow.ly/kT6i50ZyHWk

"We're a small firm, and we rely on bigger providers to design our audit methodology. Thomson Reuters impressed us with ...
08/26/2026

"We're a small firm, and we rely on bigger providers to design our audit methodology. Thomson Reuters impressed us with their advancement in technology and exceptional customer service."
— Cody Savey, Isler CPA

The results: hours saved on research, greater consistency across engagements, and more time for auditors to focus on judgment and client service — all while preserving the culture that makes Isler CPA unique.

Read more: https://ow.ly/nhtr50ZAFtm

08/26/2026

Spend less time training and more time on meaningful work.

CoCounsel gets new staff up to speed quickly by walking them through tax rules, common pitfalls, and the reasoning behind how numbers flow into UltraTax so they can start making an impact.

Watch how it works: https://ow.ly/Uh1P50Zusci

Every time tax data changes hands — ERP to provision to return — something can slip. Manual handoffs quietly create risk...
08/25/2026

Every time tax data changes hands — ERP to provision to return — something can slip. Manual handoffs quietly create risk teams never see.

Find where your data breaks down:
https://ow.ly/nKbA50ZyHcA

Still wondering if general AI tools are good enough for your practice?Here's the question that matters: Would you stake ...
08/25/2026

Still wondering if general AI tools are good enough for your practice?

Here's the question that matters: Would you stake your license on it?

Join us Monday to explore why tax, audit, and accounting work demands more than general-purpose AI—and what Fiduciary-Grade AI™ looks like in practice.

You'll learn how to evaluate AI tools against the standards your practice actually needs.

Register: https://ow.ly/hv8F50ZwM8u

What happens in Vegas... transforms your practice. SYNERGY is where tax and accounting pros master AI, automation, and t...
08/25/2026

What happens in Vegas... transforms your practice. SYNERGY is where tax and accounting pros master AI, automation, and the tools reshaping our industry.

Training, networking, CPE credits—all in one place.

Use code SYNERGYBOUND to save $400 before August 31.

Register: https://ow.ly/l9b650ZBFMO

Citi Services and Thomson Reuters Confirmation partnered in 70+ countries to deliver 50% faster audit responses and a si...
08/25/2026

Citi Services and Thomson Reuters Confirmation partnered in 70+ countries to deliver 50% faster audit responses and a single standardized global process.

Read the benefits of automated confirmation responses: https://ow.ly/MLfC50Zg1n5

Request a demo: https://ow.ly/SsPf50Zg1n6

Scaling into new markets is exciting until compliance becomes a bottleneck. Here's a five-step framework built for $50M+...
08/24/2026

Scaling into new markets is exciting until compliance becomes a bottleneck.

Here's a five-step framework built for $50M+ companies navigating that exact challenge:
https://ow.ly/CukR50ZjqLG

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