Checkpoint Edge features

Get to know the most intelligent tax and accounting research tool

Find the trusted answers you need with Checkpoint Edge, featuring a fluid and intuitive user experience that offers unmatched editorial expertise and the latest in AI, cognitive computing, and machine-learning technologies.

Faster and accurate search

Our customers tell us that the single most important feature in a research platform is finding answers quickly. Checkpoint Edge gives you every advantage with our cutting-edge technology and search functionality.  Plus, you can easily switch between our unparalleled content library and trusted public sources. 

Powerful algorithm

Checkpoint Edge has the industry's most sophisticated AI-powered algorithm built with larger sources of human-curated data and more diverse sets of features within its machine learning. The type-ahead, predictive search feature returns the most targeted results based on full phrasal, natural language questions.

Concept markers

Get on point quickly with search results that include markers, representing related or beneficial concepts. Clicking on a marker re-sorts your results to include these chosen concepts. Forward your research momentum with this type of dialogue-based research.


Now, you can cut through the noise and find potential answers even faster. Snapshots provide you with quick answers and orient you to unfamiliar topics so that you can propel your research forward without having to scan through search results, open documents, and hunt for answers.

Industry-leading editorial team

Our secret weapon in helping you research more efficiently and with greater accuracy is our editorial team. They leverage their expertise to create trusted and timely content, providing you with comprehensive insights and answers.

12 million

Expert authored content pieces with integrated primary source documents that are accurate, continuously updated, and offer comprehensive insights you can trust.


Full-time, highly qualified editors and outside practitioners and contributors who have practiced at the world’s leading accounting firms, law firms, corporate tax departments, and government agencies.


Combined years of unmatched editorial expertise, bringing you reliable and accurate resources to help you navigate the unexpected and proceed with confidence.


On-staff news editors who cover the FASB, SEC, Congress, IRS, and other key regulators and are dedicated to keeping you updated and informed as rulemaking happens.

Trusted content and resources

Tap into the expertise of internal and external subject-matter experts and editors, whose sole focus is delivering relevant, precise analysis and guidance.

Comprehensive and authoritative content

Tax and accounting professionals like you rely on Checkpoint Edge for the most up-to-date and intuitively organized collections of standards, laws, regulations, caselaw, and agency guidance backed by our rigorous editorial processes.

Trusted public sites

No longer worry about staff searching for answers on unreliable or unverified sites. With trusted public sites on Checkpoint Edge, you will have simultaneous search and access to IRS, AICPA, TEI, the Big 4, and comprehensive state tax agencies, all in one place.

Unparalleled expert insights

Plain language explanations, practitioner insights, and practical examples help you sift through the noise to find what really matters. Checkpoint Edge enables you to easily pinpoint issues, quickly understand the scope and impact of new legislation, and create custom charts and checklists to fit your needs.

Table of contents

Save valuable time with the ability to easily browse and search content sets by practice area. With front-end filtering and user-friendly functionality, you can gain quick visibility into your search and access to the specific content and titles you need.

Daily news and fast legislative analysis

Stay informed and get ahead with daily tax and accounting news delivered to your inbox each morning. Our on-the-ground journalists cover the latest developments from Congress, IRS, FASB, SEC, PCAOB, and other key players. Access in-depth analysis of new tax legislation within 24 hours.

Recommended and related resources 

Never hit a dead end in your research workflow! Checkpoint Edge pairs in-depth analysis with related news, commentary, and recommended documents all on one page, so you can work confidently and examine all angles of an issue with ease.

Time-saving tools

Boost your research and save valuable time with the most extensive, up-to-date collection of tools, including document comparison, state charts, and a shared folder system.

State charts

State tax research starts in the charts with Checkpoint Edge. To save valuable time, tax and accounting professionals begin their research by creating multistate tax comparison charts for quick answers and 1-click access to our State Tax Reporters for on-point primary law and editorial explanations. 

Document comparison

Easily compare official documents from the past six years, including the Internal Revenue Code, treasury regulations, IRS rulings, procedures, and state statutes. You can work with Microsoft Word, Adobe Acrobat, or manual tracking. 

Tax calendar

A simple step-by-step wizard assists in setting up your calendars with the obligations you’d like to track. Select and personalize criteria, such as the return type, calendar type (fiscal or calendar year), and jurisdictions (including New York City, Puerto Rico, and the U.S. Virgin Islands). 

Shared folders

Take your folder system to a new level. Users who save and organize their research documents in personal folders can now share documents at the account level with others who have access to Checkpoint Edge.

System requirements

Recommended configuration

Following are the recommended hardware, software, and communications requirements for Checkpoint:

  • High-speed Internet connection
  • Latest version of Microsoft Internet Explorer®, Chrome™, or Mozilla® Firefox

Recommended tablet configuration

Following are the minimum hardware and software requirements needed to use Checkpoint on a tablet device:

  • Latest version of Apple iPad® or Android™
  • Latest version of Safari® or Android™ stock browser

Recommended mobile configuration

Following are the minimum hardware and software requirements needed to use Checkpoint on a mobile device:

  • Latest version of Apple iPhone® or Android™
  • Latest version of Safari® or Android™ stock browser

Checkpoint Edge is ideal for the size of your organization and practice area

See how Checkpoint Edge meets your specific needs

Tax planning & compliance

This suite of Checkpoint Edge offerings includes Federal and SALT tax analysis, tools, and planning and advisory content, along with trusted resource news and guides to quickly and accurately complete your compliance workload.


The Checkpoint Edge accounting and advisory suite of products includes everything from bookkeeping and writeup, to all the GAAP guidance and workflow tools you’ll need to effortlessly pass peer review and act as a trusted advisor to your clients.


This suite of products includes the most trusted, market-leading audit guidance and workflow tools on the market today, helping to minimize potential peer review findings.

See how Checkpoint Edge meets your specific needs

Tax compliance & research

This suite of Checkpoint Edge offerings includes both Federal (FTC 2nd) and SALT tax analysis, tools, charts, extensive news, and trusted sites to help you quickly and accurately complete your compliance and planning workflows. 

Accounting & financial reporting

Checkpoint Edge is the premier tax and accounting platform that offers resources around GAAP guidance, complete FASB analysis, and SEC compliance along with tools, such as checklists, sample disclosures, and comment letters.

See how Checkpoint Edge meets your specific needs

Tax research with specialty topics

This suite of Checkpoint Edge delivers Federal Planning & Compliance with optional comprehensive SALT titles as well as specialty topics, like Employee Benefits, featuring the full EBIA library and Estate Planning along with other specialty topics curated especially for attorneys.

Industry and user recognition for a research platform you can rely on

Checkpoint Edge consistently ranks as the premier tax and accounting research tool.

  • Top New Product Award for Smart Research Tools in Accounting Today’s 2020 Top New Products List

  • American Business Awards® 2020 Gold Stevie Award

  • 2019 CPA Practice Advisors Tax & Accounting Technology Innovation Award

Questions about Checkpoint Edge? We’re here to support you.

+1 800 431 9025 

Call us or submit your email, and a sales representative will contact you within one business day.