About Us

As a leading provider of tax and accounting technology and integrated information systems, we have garnered our share of recognition. See our wide array of products that have received accolades from the industry as well as users.

2015

Accounting Today
  • Checkpoint Catalyst selected as Top New Product – Research category
  • eSignature functionality for UltraTax CS, and Legal and Business Forms, powered by Legal Street, listed as 2015 Top New Products
CPA Practice Advisor Reviews
  • Fixed Assets CS receives an overall rating of 5 out of 5 stars

2014

Accounting Today Top New Products
  • 2014 AdvanceFlow selected as Top New Product
  • Honorable Mention: GoFileRoom Workflow Manager—N.K.A. FirmFlow
Accounting Today Top 100 People
  • Jon Baron
  • Brian Peccarelli
American Business Awards (a.k.a the Stevie Awards)
  • 2014 Checkpoint Pocket Assistant: People’s Choice Award in the category of New Product or Service of the Year – Software – Financial Management Solution as well as a bronze award
  • 2014 Checkpoint Pocket Assistant: Winner of Favorite New Products (Software-Financial Management category)
  • 2014 Tobias Lee, Chief Marketing Officer for the Tax & Accounting business received a bronze award for Marketing Executive of the Year
CPA Practice Advisor Reviews
  • Review of Accounting CS Payroll, GoSystem Tax RS and NetClient CS rated the products with 5 out of 5 STARS
  • Review of FileCabinet CS, Fixed Assets CS, GoFileRoom, Practice CS and UltraTax CS rated the products with 4.75 out of 5 STARS
  • 2014 Checkpoint receives an overall rating of 5 stars for the 11th consecutive year in the annual review of tax research systems
  • 2014 PPC’s SMART Practice Aids rated number 1 Readers Choice in Audit/Engagement Tools
CPA Practice Advisor Technology Innovation Awards
  • 2014 AdvanceFlow: Winner
  • 2014 Checkpoint Pocket Assistant: Finalist
  • 2014 Credits and Incentives Pinpointer: Nominee
  • 2014 PPC’s SMART Practice Aids – Audit Essential: Nominee
  • 2014 Checkpoint Learning Mobile CPE Courses: Nominee
CPA Practice Advisor’s List of Most Influential People in Tax and Accounting
  • Jon Baron, managing director of the Professional unit within the Tax & Accounting business
  • Brian Peccarelli, president of the Tax & Accounting business of Thomson Reuters
Kansas Secretary of State’s NASS Medallion Award
  • UltraTax CS
Minnesota’s Tekne Awards
  • 2014 Checkpoint Catalyst: Finalist
SIIA CODiE Awards for Software Excellence
  • 2014 Checkpoint Pocket Assistant: Winner in the category Best Consumer Mobile Application
The Sleeter Group’s 2015 Awesome Application Awards
  • Checkpoint IRS Response Library: Nominee

2013

Accounting Today Top New Products
  • ONESOURCE Estimated Payments selected
  • Honorable Mention: ProView
  • 2013 Honorable Mention: Tax & Accounting eBooks on Thomson Reuters Proview (eBooks)
  • 2013 Honorable Mention: Thomson Reuters Checkpoint smartphone version (Mobile Category)
Accounting Today Top 100 People
  • Jon Baron
CPA Practice Advisor Technology Innovation Awards
  • NetClient CS Mobile App
CPA Practice Advisor Reviews
  • Review of Practice CS, GoSystem Tax RS, Accounting CS Payroll and Accounting CS rated the products with 5 out of 5 STARS
  • Review of Planner CS, GoFileRoom, ONESOURCE and UltraTax CS rated the products with 4.75 out of 5 STARS
  • Review of FileCabinet CS rated the product with 4.75 out of 5 STARS
  • 2013 Checkpoint receives 5 out of 5 stars in the annual review of tax research systems.
  • 2013 PPC’s SMART Practice Aids rated number 1 Readers Choice in Audit/Engagement Tools
International Tax Review
  • 2013 Thomson Reuters ONESOURCE platform named Americas Tax Innovator of the Year
SIIA CODiE Awards for Software Excellence
  • 2013 Checkpoint World selected as Winner for Best Service Using Aggregated content
  • 2013 Tax & Accounting eBooks (on Thomson Reuters ProView) selected as Finalist in the category Best Business Information Solution
  • 2013 Thomson Reuters Checkpoint (mobile version) selected as Finalist in the category Best Solution Integrating Content into Workflow

2012

ACCOUNTING TODAY Top New Products
  • ONESOURCE Audit Manager and Interactive Decision Tools selected
  • 2012 PPC’s SMART Practice Aids selected as Top New Product
Accounting Today Top 100 People
  • Jon Baron
CPA Practice Advisor Reviews
  • Review of Engagement CS, Planner CS, GoSystem Tax RS, FileCabinet CS, GoFileRoom, Accounting CS and NetClient CS Portals rated the products with 5 out of 5 STARS
  • Review of Fixed Assets CS, Practice CS, Accounting CS Payroll and UltraTax CS rated the products with 4.75 out of 5 STARS
  • 2012 Checkpoint rated number 1 Readers Choice in Tax and Accounting Research Systems
  • 2012 PPC’s SMART Practice Aids rated number 1 Readers Choice in Audit/Engagement Tools
CPA Practice Advisor Technology Innovation Awards
  • Accounting CS Client Access
International Tax Review
  • 2012 Thomson Reuters ONESOURCE platform named Americas Tax Innovator of the Year
SIIA CODiE Awards for Software Excellence
  • 2012 Checkpoint selected as Finalist in the category Best Online News Service

2011

CPA Practice Advisor Reviews
  • Review of Accounting CS and Fixed Assets CS rated the products with 5 out of 5 STARS
  • Review of Accounting CS Payroll, GoSystem Tax RS, Planner CS, GoFileRoom, UltraTax CS, FileCabinet CS and Practice CS rated the products with 4.75 out of 5 STARS
  • (PRIOR TO 2011 KNOWN AS THE CPA TECHNOLOGY ADVISOR)
  • 2011 Review of tax research systems awarded Checkpoint platform with 5 out of 5 STAR rating
  • 2011 PPC’s SMART Practice Aids rated number 1 Readers Choice in Audit/Engagement Tools
CPA Practice Advisor Technology Innovation Awards
  • Mobile CS App

2010

CPA Practice Advisor Reviews
  • Review of Engagement CS and GoFileRoom rated the products with 5 out of 5 STARS
  • Review of Practice CS, Fixed Assets CS, Planner CS and FileCabinet CS rated the products with 4.75 out of 5 STARS
  • Review of myPay Solutions rated the product with 4.5 out of 5 STARS
  • 2010 Checkpoint awarded with 5 out of 5 stars in every category available, and an overall 5 star rating in a review of Tax & Accounting Research systems
  • 2010 Review of tax research systems awarded Checkpoint platform with 5 out of 5 STAR rating
CPA Practice Advisor Technology Innovation Awards
  • Practice CS Staff Management
Taxation Awards
  • 2010 Documenter version of ONESOURCE Transfer Pricing named Best Technological Innovation

2009

CPA Practice Advisor Reviews
  • Review of Engagement CS, FileCabinet CS and GoFileRoom rated the products with 5 out of 5 STARS
  • 2009 Review of tax research systems awarded Checkpoint platform with 5 out of 5 STAR rating
  • 2009 Review of Professional Tax Compliance Systems awarded GoSystem Tax RS and UltraTax CS with 5 out of 5 STAR ratings
Source Media’s CPA Wealth Provider Awards
  • 2009 Estate Planning module of ONESOURCE Trust and Estate Administration won Financial Planning Award of Excellence for software vendor
SIIA CODiE Awards for Software Excellence
  • 2009 Checkpoint selected as Finalist in the category Best Solution Integrating Content into Workflow
  • 2009 Checkpoint selected as Finalist in the category Best Online Government Information Service

2008

Accounting Today Top 100 People
  • Jon Baron
  • Jack LaRue
Business Finance Award
  • 2008 Recognized InSource (now ONESOURCE) as New Brood of Best-of-Breed in tax management
CPA Practice Advisor Reviews
  • Review of Payroll CS, GoSystem Tax RS, FileCabinet CS and UltraTax CS rated the products with 5 out of 5 STARS
  • Review of GoFileRoom rated the product with 4.5 out of 5 STARS
  • 2008 Review of InSource Sales & Use Tax rated the product with 4.5 out of 5 STARS
  • 2008 Review of tax research systems awarded Checkpoint platform with 5 out of 5 STAR rating
  • 2008 Reviews of practice systems rated Engagement CS, FileCabinet CS, Fixed Assets CS, GoSystem Tax RS, Payroll CS, Practice CS and UltraTax CS with 5 out of 5 STAR rating
  • 2008 reviews of practice systems rated GoFileRoom, Trial Balance and Write-Up CS with 4.5 out of 5 STARS
CPA Practice Advisor Technology Innovation Awards
  • Engagement CS and PPC
Source Media’s CPA Wealth Provider Awards
  • 2008 Estate Planning module of ONESOURCE Trust and Estate Administration won Financial Planning Award of Excellence for software vendor
SIIA CODiE Awards for Software Excellence
  • 2008 Checkpoint selected as Finalist in the category Best Online Government Information Service
THE CPA TECHNOLOGY ADVISOR
  • 2008 PPC’s SMART Practice Aids awarded Technology Innovation Award

2007

Accounting Today/WebCPA Annual Top 100 Products List
  • 2007 Checkpoint ranked among the Top 100 Products
CPA Practice Advisor Reviews
  • Review of Fixed Assets CS rated the product with 5 out of 5 STARS
  • Review of Practice CS rated the product with 4.5 out of 5 STARS
  • 2007 Review of tax research systems awarded Checkpoint platform with 5 out of 5 STAR rating
CPA Practice Advisor Technology Innovation Awards
  • Practice CS

2006

Accounting Today/WebCPA Annual Top 100 Products List
  • 2006 Checkpoint ranked among the Top 100 Products
APEX Award for Publication Excellence
  • 2006 Gear Up Gold Rush Tax Newsletter was awarded the APEX 2006 Award of Excellence in the New Newsletter category
Business Finance Award
CPA Practice Advisor Reviews
  • 2006 Review of tax research systems awarded Checkpoint platform with 5 out of 5 STAR rating
SIIA CODiE Awards for Software Excellence
  • 2006 Checkpoint selected as Finalist in the category Best Online Government Information Service
  • 2006 Checkpoint selected as Finalist in the category Best Online Newsletter

2005

CPA Practice Advisor Reviews
  • Review of UltraTax CS rated the product with 5 out of 5 STARS
  • 2005 Review of tax research systems awarded Checkpoint platform with 5 out of 5 STAR rating
CPA Practice Advisor Technology Innovation Awards
  • UltraTax/1040 Portals

2004

CPA Magazine Reviews
  • 2004 Checkpoint rated Top 5 for Tax Research
CPA Practice Advisor Reviews
  • 2004 Review of tax research systems awarded Checkpoint platform with 5 out of 5 STAR rating
CPA Practice Advisor Technology Innovation Awards
  • NetClient CS
IRS Modernized e-File Pioneer Awards
  • 2004 Recognized UltraTax CS, GoSystem Tax RS and InSource products for achievements in electronic filing using XML
National Association of Computerized Tax Processors (NACTP) Awards
  • 2004 honored with Vendor Performance of Excellence Awards for e-filing products
Source Media’s CPA Wealth Provider Awards
  • 2004 Checkpoint won Financial Planning Award of Excellence
SIIA CODiE Awards for Software Excellence
  • 2004 Checkpoint selected as Winner for the Best Online Tax or Government Information Service