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Tax Research

Simplify tax research: Checkpoint Edge with CoCounsel launches Topic Pages

· 5 minute read

· 5 minute read

Unlocking simplicity in tax research

Navigating the complex world of tax research can be daunting. Tax professionals often grapple with an ever-evolving landscape of new regulations, intricate tax codes, and the need for precise and timely information. Furthermore, advisory opportunities introduce new and diverse demands that can increase the complication of responsibilities.

The challenges of staying current and accurate in research demands efficient and reliable tools to streamline workflows and alleviate the burden of complexity.

Introducing Topic Pages on Checkpoint Edge with CoCounsel

Introducing Topic Pages: A revolutionary approach to tax research that eliminates the need for precise search queries or extensive familiarity with Checkpoint’s diverse content offerings.

This innovative feature allows you to quickly find the best Checkpoint resources for the task at hand — even if you’re just starting out.  Topic Pages provide a central jumping-off point for a tax concept, with a high-level overview and editorially curated links into Checkpoint’s guidance and analysis, which are organized by the type of work being done. You’ll also find the controlling statutes and regulations, recent news, and related state tax charts all at your fingertips.

Whether you’re a junior researcher, an infrequent user, or even a senior manager, Topic Pages offer a streamlined route to trusted answers, both simplifying and enhancing the research process. They provide a structured way to:

  • Get started on the research process
  • Quickly zoom out and pivot as you build on your research
  • Drill down into specific issues with a targeted topic search

The Topic Pages feature is exclusively available on Checkpoint Edge with CoCounsel. Federal Topic Pages are now live, with State Topic Pages expected to be released by the end of 2024.

What are the benefits of Topic Pages?

  • Efficiency and ease of use: Topic Pages boost research efficiency with an intuitive, accessible tax topic taxonomy. This eliminates the need for perfect search parameters or in-depth subject knowledge, making it easier to find relevant information.
  • Comprehensive and curated content: Topic Pages offer expertly curated content organized by task, providing access to the most relevant and authoritative information for the topic. It’s easy to access Checkpoint’s premium guidance and analysis, controlling statutes and regulations, and recent news updates, helping tax professionals stay informed about topic developments.
  • Training and delegation: Topic Pages serve as an excellent resource for training junior researchers, allowing senior managers to delegate tasks confidently and focus on complex issues while ensuring their teams have a solid foundation to build their tax research skills and knowledge of the issues.
  • User-friendly design: The interface features an intuitive design refined through extensive user feedback. It allows for easy browsing, making it accessible for tax professionals of all experience levels.

Catherine Murray 
Director of Editorial, US Tax & Accounting Commentary

Murray continued, “They are also a testament to the brilliance of our editorial teams and the content they create, leveraging not only what our experts know about the subject matter itself but also the underlying use case that drove the creation of the content.”

Checkpoint Edge with CoCounsel and the future of tax research

As tax laws and regulations become increasingly complex and dynamic, the need for advanced, reliable research tools is more critical than ever.

“There’s been an unprecedented rate of change and uncertainty in tax policy over the past 7 or 8 years. Even experienced professionals are finding they have to do more research more often in order to effectively advise their clients,” says Melissa Oaks, Director of Editorial, Current Awareness.

Adding to recent challenges is the shrinking pool of new talent entering the field, which means there is more research to be done because of continuous changes, and fewer people available to do it.


Melissa Oaks

Director of Editorial, Current Awareness

Embracing innovative solutions will be key to staying ahead, making informed decisions, and ultimately achieving greater success.

Explore the future of tax research today. Learn more about Checkpoint Edge with CoCounsel and how to bring your firm into the future.


AI-Assisted Checkpoint Edge gif about S elections.

 

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