Checkpoint Edge plans and pricing
Tax planning and compliance plans for accounting firms
Discover the best solution for your practice from day or week passes to annual subscriptions
Find a plan with the content you need for as long as you need it
1-day access for researching a specific topic
When time is short, and your question is just too important to resolve using unvetted alternatives
Essential plan
Tax Compliance Guidance
Access to industry standard PPC Deskbooks for compliance guidance, as well as the IRS Response Library, and the Tax Action Bulletin. Perfect for solo practitioners and small firms focused on a high volume of tax returns with a low level of complexity.
Advanced plan
Tax Compliance Guidance and Research
Enhance the Essential plan with the addition of the Federal Tax Coordinator 2nd, which provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. Great for complex returns, interpretation of laws, and in-depth analysis, so you can advise your clients.
Premium plan
Tax Compliance Guidance, Research, and Advisory
In addition to the Advanced plan, the Premium plan also includes individual and business advisory and tax planning guides covering 21 different topics and business structures. This plan allows small-to-mid size firms to focus on delivering top-notch service to clients.
| Essential plan | Advanced plan | Premium plan | |
|---|---|---|---|
| PPC's Federal Tax Compliance Library Deskbooks providing practical, how-to guidance needed for preparing returns through workflow guidance, tools, and interactive practice aids (1040, 1065, 1120, 1120S, 1041, 706/709, 990, 5500, Tax Elections, and Payroll Tax). | Yes | Yes | Yes |
| Checkpoint IRS Response Library Quickly respond to IRS notices confidently and provide IRS representation for your clients. | Yes | Yes | Yes |
| PPC's Practitioners Tax Action Bulletin More than a traditional newsletter, PPC's Practitioners Tax Action Bulletin provides you with practical, action-oriented guidance. | Yes | Yes | Yes |
| Federal Tax Coordinator 2nd Provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. | No | Yes | Yes |
| Tax Planning and Advisory for Businesses Includes advisory and tax planning guides for the following: Closely Held Corps, Partnerships, S Corps, LLCs, Choosing Business Entity, Buying or Selling a Business, Compensation and Benefits, Real Estate, Employer Retirement Plans, Depreciation Handbook. | No | No | Yes |
| Tax Planning and Advisory for Individuals Includes advisory and tax planning guides for the following: High Income Individual Tax Planning, Self-Employed Individuals, Retirement Planning, IRAs, Estate Planning, Charitable Giving, Divorce, Life Insurance, and the Depreciation Handbook. | No | No | Yes |
| Checkpoint Edge's enhanced search capability Conduct tax research like an expert using artificial intelligence, and the expertise of our tax and accounting editorial staff. | Yes | Yes | Yes |
Looking for a different option?
Enhance your core plan with this additional content
Amplify your workflow with access to specific content, tools, and resources
State and Local Tax Reporters and State Charts
Comprehensive expert analysis, explanations, and illustrations for state tax law, legislation and regulations, with state court decisions for all 50 states plus Puerto Rico and the District of Columbia. Fast answers are available with State Charts and Nexus Assistant including free access to eForms and the Journal of Taxation with an enhanced states section.
7-day access for in-depth research and multiple questions
Perfect for resolving complex tax issues that will take more than 24 hours
Essential plan
Tax Compliance Guidance
Access to industry standard PPC Deskbooks for compliance guidance, as well as the IRS Response Library, and the Tax Action Bulletin. Perfect for solo practitioners and small firms focused on a high volume of tax returns with a low level of complexity.
Advanced plan
Tax Compliance Guidance and Research
Enhance the Essential plan with the addition of the Federal Tax Coordinator 2nd, which provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. Great for complex returns, interpretation of laws, and in-depth analysis, so you can advise your clients.
Premium plan
Tax Compliance Guidance, Research, and Advisory
In addition to the Advanced plan, the Premium plan also includes individual and business advisory and tax planning guides covering 21 different topics and business structures. This plan allows small-to-mid size firms to focus on delivering top-notch service to clients.
| Essential plan | Advanced plan | Premium plan | |
|---|---|---|---|
| PPC's Federal Tax Compliance Library Deskbooks providing practical, how-to guidance needed for preparing returns through workflow guidance, tools, and interactive practice aids (1040, 1065, 1120, 1120S, 1041, 706/709, 990, 5500, Tax Elections, and Payroll Tax). | Yes | Yes | Yes |
| Checkpoint IRS Response Library Quickly respond to IRS notices confidently and provide IRS representation for your clients. | Yes | Yes | Yes |
| PPC's Practitioners Tax Action Bulletin More than a traditional newsletter, PPC's Practitioners Tax Action Bulletin provides you with practical, action-oriented guidance. | Yes | Yes | Yes |
| Federal Tax Coordinator 2nd Provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. | No | Yes | Yes |
| Tax Planning and Advisory for Businesses Includes advisory and tax planning guides for the following: Closely Held Corps, Partnerships, S Corps, LLCs, Choosing Business Entity, Buying or Selling a Business, Compensation and Benefits, Real Estate, Employer Retirement Plans, Depreciation Handbook. | No | No | Yes |
| Tax Planning and Advisory for Individuals Includes advisory and tax planning guides for the following: High Income Individual Tax Planning, Self-Employed Individuals, Retirement Planning, IRAs, Estate Planning, Charitable Giving, Divorce, Life Insurance, and the Depreciation Handbook. | No | No | Yes |
| Checkpoint Edge's enhanced search capability Conduct tax research like an expert using artificial intelligence, and the expertise of our tax and accounting editorial staff. | Yes | Yes | Yes |
Looking for a different option?
Enhance your core plan with this additional content
Amplify your workflow with access to specific content, tools, and resources
State and Local Tax Reporters and State Charts
Comprehensive expert analysis, explanations, and illustrations for state tax law, legislation and regulations, with state court decisions for all 50 states plus Puerto Rico and the District of Columbia. Fast answers are available with State Charts and Nexus Assistant including free access to eForms and the Journal of Taxation with an enhanced states section.
Year-long access to trusted answers & expert advice
Perfect when you need unmetered access for tackling tough issues
Essential plan
Tax Compliance Guidance
Access to industry standard PPC Deskbooks for compliance guidance, as well as the IRS Response Library, and the Tax Action Bulletin. Perfect for solo practitioners and small firms focused on a high volume of tax returns with a low level of complexity.
Advanced plan
Tax Compliance Guidance and Research
Enhance the Essential plan with the addition of the Federal Tax Coordinator 2nd, which provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. Great for complex returns, interpretation of laws, and in-depth analysis, so you can advise your clients.
Premium plan
Tax Compliance Guidance, Research, and Advisory
In addition to the Advanced plan, the Premium plan also includes individual and business advisory and tax planning guides covering 21 different topics and business structures. This plan allows small-to-mid size firms to focus on delivering top-notch service to clients.
| Essential plan | Advanced plan | Premium plan | |
|---|---|---|---|
| PPC's Federal Tax Compliance Library Deskbooks providing practical, how-to guidance needed for preparing returns through workflow guidance, tools, and interactive practice aids (1040, 1065, 1120, 1120S, 1041, 706/709, 990, 5500, Tax Elections, and Payroll Tax). | Yes | Yes | Yes |
| Checkpoint IRS Response Library Quickly respond to IRS notices confidently and provide IRS representation for your clients. | Yes | Yes | Yes |
| PPC's Practitioners Tax Action Bulletin More than a traditional newsletter, PPC's Practitioners Tax Action Bulletin provides you with practical, action-oriented guidance. | Yes | Yes | Yes |
| Federal Tax Coordinator 2nd Provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. | No | Yes | Yes |
| Tax Planning and Advisory for Businesses Includes advisory and tax planning guides for the following: Closely Held Corps, Partnerships, S Corps, LLCs, Choosing Business Entity, Buying or Selling a Business, Compensation and Benefits, Real Estate, Employer Retirement Plans, Depreciation Handbook. | No | No | Yes |
| Tax Planning and Advisory for Individuals Includes advisory and tax planning guides for the following: High Income Individual Tax Planning, Self-Employed Individuals, Retirement Planning, IRAs, Estate Planning, Charitable Giving, Divorce, Life Insurance, and the Depreciation Handbook. | No | No | Yes |
| Checkpoint Edge's enhanced search capability Conduct tax research like an expert using artificial intelligence, and the expertise of our tax and accounting editorial staff. | Yes | Yes | Yes |
Looking for a different option?
Enhance your core plan with this additional content
Amplify your workflow with access to specific content, tools, and resources
State and Local Tax Reporters and State Charts
Comprehensive expert analysis, explanations, and illustrations for state tax law, legislation and regulations, with state court decisions for all 50 states plus Puerto Rico and the District of Columbia. Fast answers are available with State Charts and Nexus Assistant including free access to eForms and the Journal of Taxation with an enhanced states section.
Frequently Asked Questions
Yes, an existing customer, meaning someone who currently owns Checkpoint products, would be able to purchase through the e-store.
Yes, you can connect with a sales representative by visiting our contact us page.
Curated Checkpoint Edge packages are available digitally for accounting firms, corporations, and law firms. Please visit the product overview page for details.
Yes, you can sign up for a free 7-day trial of our premium plan here. Your trial will begin immediately.
A day pass provides customers with access to their Checkpoint Edge product for one day, beginning directly after purchase.
A week pass provides customers access to their Checkpoint Edge product for seven days, beginning directly after purchase.
An annual pass is a 1-year subscription to the Checkpoint Edge product.
Access to Checkpoint Edge usually begins within 5 minutes of purchase. Access will expire 24 hours after purchase for the day pass and 7 days after purchase for the week pass.
Annual subscriptions will auto renew, while day and week passes will not.
Customers will receive a welcome email with links to the training site, as well as an in-product demo offered to first time users through the onboarding center. Click here for additional information regarding Checkpoint support.
Not finding the plan you're looking for?
Create unique plans for yourself or larger groups of users with a Checkpoint Edge subscription. Contact us and we’ll help customize a solution that meets your specific needs.