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

AMERICAN BUSINESS AWARDS (A.K.A THE STEVIE AWARDS)
  • Gold Stevie Winner: Branded Content Campaign of the Year: Thomson Reuters ONESOURCE Taxologist Campaign
  • Silver Stevie Winner: Marketing Executive of the Year: Tobias Lee, Chief Marketing Officer with the Tax & Accounting business of Thomson Reuters
  • Finalist: Content–Search Technology Solution: Intuitive Search on Thomson Reuters Checkpoint®.
  • Finalist: Content–Solution for Integrating Content into the Workflow: Checkpoint Catalyst.
SIIA CODiE AWARDS FOR SOFTWARE EXCELLENCE
  • Finalist: Best Business Intelligence/Analytics Solution — ONESOURCE Tax Provision.
  • Finalist: Best Legal Information Solution — Checkpoint Catalyst™.
  • Finalist: Best Search Technology Solution — Checkpoint Intuitive Search.
  • Finalist: Best Financial & Market Data Information Solution — Thomson Reuters Eikon.
Accounting Firm Operations and Technology Survey
  • The Tax & Accounting business of Thomson Reuters receives Risk Mitigation Award
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 Readers’ Choice Awards
CPA Practice Advisor Reviews
  • Fixed Assets CS receives an overall rating of 5 out of 5 stars

2014

Accounting Today Top New Products
  • AdvanceFlow selected as Top New Product
  • Honorable Mention: GoFileRoom Workflow Manager—N.K.A. FirmFlow
American Business Awards (a.k.a the Stevie Awards)
  • 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
  • Checkpoint Pocket Assistant: Winner of Favorite New Products (Software-Financial Management category)
  • 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
  • Checkpoint receives an overall rating of 5 stars for the 11th consecutive year in the annual review of tax research systems
  • PPC’s SMART Practice Aids rated number 1 Readers Choice in Audit/Engagement Tools
CPA Practice Advisor Technology Innovation Awards
  • AdvanceFlow: Winner
  • Checkpoint Pocket Assistant: Finalist
  • Credits and Incentives Pinpointer: Nominee
  • PPC’s SMART Practice Aids – Audit Essential: Nominee
  • 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 segment of 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
  • Checkpoint Catalyst: Finalist
SIIA CODiE Awards for Software Excellence
  • 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
  • Honorable Mention: Tax & Accounting eBooks on Thomson Reuters Proview (eBooks)
  • Honorable Mention: Thomson Reuters Checkpoint smartphone version (Mobile Category)
CPA Practice Advisor’s List of Most Influential People in Tax and Accounting
  • Jon Baron, managing director of the Professional segment of the Tax & Accounting business
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
  • Checkpoint receives 5 out of 5 stars in the annual review of tax research systems.
  • PPC’s SMART Practice Aids rated number 1 Readers Choice in Audit/Engagement Tools
International Tax Review
  • Thomson Reuters ONESOURCE platform named Americas Tax Innovator of the Year
SIIA CODiE Awards for Software Excellence
  • Checkpoint World selected as Winner for Best Service Using Aggregated content
  • Tax & Accounting eBooks (on Thomson Reuters ProView) selected as Finalist in the category Best Business Information Solution
  • 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
  • PPC’s SMART Practice Aids selected as Top New Product
CPA Practice Advisor’s List of Most Influential People in Tax and Accounting
  • Jon Baron, managing director of the Professional segment of the Tax & Accounting business
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
  • Checkpoint rated number 1 Readers Choice in Tax and Accounting Research Systems
  • 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
  • Thomson Reuters ONESOURCE platform named Americas Tax Innovator of the Year
SIIA CODiE Awards for Software Excellence
  • Checkpoint selected as Finalist in the category Best Online News Service

2011

CPA Practice Advisor Reviews (PRIOR TO 2011 KNOWN AS THE CPA TECHNOLOGY ADVISOR)
  • 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
  • Review of tax research systems awarded Checkpoint platform with 5 out of 5 star rating
  • 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
  • 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
  • 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
  • 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
  • Review of tax research systems awarded Checkpoint platform with 5 out of 5 star rating
  • 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
  • Estate Planning module of ONESOURCE Trust and Estate Administration won Financial Planning Award of Excellence for software vendor
SIIA CODiE Awards for Software Excellence
  • Checkpoint selected as Finalist in the category Best Solution Integrating Content into Workflow
  • Checkpoint selected as Finalist in the category Best Online Government Information Service

2008

CPA Practice Advisor’s List of Most Influential People in Tax and Accounting
  • Jon Baron, managing director of the Professional segment of the Tax & Accounting business
  • Jack LaRue
Business Finance Award
  • 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
  • Review of InSource Sales & Use Tax rated the product with 4.5 out of 5 stars
  • Review of tax research systems awarded Checkpoint platform with 5 out of 5 star rating
  • 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
  • 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
  • Estate Planning module of ONESOURCE Trust and Estate Administration won Financial Planning Award of Excellence for software vendor
SIIA CODiE Awards for Software Excellence
  • Checkpoint selected as Finalist in the category Best Online Government Information Service
THE CPA TECHNOLOGY ADVISOR
  • PPC’s SMART Practice Aids awarded Technology Innovation Award

2007

Accounting Today/WebCPA Annual Top 100 Products List
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
  • 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
APEX Award for Publication Excellence
  • 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
  • Review of tax research systems awarded Checkpoint platform with 5 out of 5 star rating
SIIA CODiE Awards for Software Excellence
  • Checkpoint selected as Finalist in the category Best Online Government Information Service
  • 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
  • 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
  • Checkpoint rated Top 5 for Tax Research
CPA Practice Advisor Reviews
  • 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
  • Recognized UltraTax CS, GoSystem Tax RS and InSource products for achievements in electronic filing using XML
National Association of Computerized Tax Processors (NACTP) Awards
  • Honored with Vendor Performance of Excellence Awards for e-filing products
Source Media’s CPA Wealth Provider Awards
  • Checkpoint won Financial Planning Award of Excellence
SIIA CODiE Awards for Software Excellence
  • Checkpoint selected as Winner for the Best Online Tax or Government Information Service