1. Thomson Reuters Tax & Accounting software and research solutions
  2. Thomson Reuters Checkpoint solutions for tax, accounting & audit
  3. Checkpoint Edge | An AI Tax and Accounting Research and Guidance Tool
  4. Checkpoint Edge Trial Tips & Tricks

Thomson Reuters

Checkpoint Edge
tips and tricks

Getting started with your free trial

Welcome to your Checkpoint Edge trial

Here are a few best practices and tips to help you get the most out of your trial. If you have any questions, please reach out to your account representative.

Sort by Relevance

Sort your results by “Relevance” rather than source after you conduct the search that’s not already set as the default – this allows for the AI behind the algorithm to do the work for you and bring the most relevant result to the top. You can customize this feature by following the four steps below.

Sorting by relevance with your free trial of Checkpoint Edge
Sorting by relevance with your free trial of Checkpoint Edge

Sort by Relevance (continued)

This is will automatically sort your results by relevance going forward.

Change default practice area

If you would prefer to default to a different practice area such as A&A, rather than tax when logging into Checkpoint Edge, follow the steps below to customize your experience.

Sorting by relevance with your free trial of Checkpoint Edge

For even more information on how to use Checkpoint Edge, be sure to check out the onboarding guide.