Checkpoint Edge plans and pricing

Tax research plans with specialty topics for your law firm

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 too important to resolve using unvetted alternatives

Essential plan

Tax Research

Gain access to the Federal Tax Coordinator 2nd, providing detailed and comprehensive analysis of all federal tax laws, IRS rulings, and more. Get expert answers with A.I. search capability and relevant Checkpoint news resources.

Starting at $135/day

Most popular

Advanced plan

Tax Research & Estate Planning

Enhance the Essential plan with practice aids and tools to effectively deliver estate and trust, and wealth transfer planning. The Advanced plan includes guidance on how to structure estates to conserve assets, minimize tax costs, and anticipate conflicts, as well as a complete history of direct action on federal tax cases, Treasury Decisions, and more.

Starting at $189/day

Premium plan

Tax Research & Employee Benefits

In addition to the Essential plan, the Premium plan gives you access to Employee Benefits guidance with expert analysis including specialized coverage provided by our EBIA library. This plan includes news from leading authorities, an assortment of practice aids, primary source material to ensure compliance with new laws and regulations, and more.

Starting at $323/day

Compare plans:
Essential plan Advanced plan Premium plan
Federal Tax Coordinator 2nd The Federal Tax Coordinator 2nd provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. Yes Yes Yes
Checkpoint News Resources Federal Tax Update, EY Tax Alerts, and PPC 5 Minute Tax Briefing. Yes Yes Yes
Federal Citator Provides a complete history of direct action taken on federal tax cases, rulings, and Treasury Decisions by later cases and rulings. Accurate, up-to-date evaluations of how each case or ruling has stood up in the courts. No Yes No
Estate Planning Library Includes Estate Planning Coordinator, state summaries, and treaties. Also includes PPC 1041, 706/709 Deskbooks, Practical Estate Planning, Charitable Gift Giving Strategies, and more. Current awareness includes Howard Zaritsky's Planning Update. No Yes No
EBIA Library Expert benefits guidance and deep dive on over 17 benefits topics such as COBRA and ERISA, including EBIA weekly newsletter. No No Yes
RIA Benefits Library Includes benefit analysis, planning, practice aids, plan documents and clauses, plus other Related Federal Employment Laws, ERISA and Regulations, and a complete Library of Federal Court Employee Benefit Cases. No No Yes
Checkpoint Edge's enhanced search capability Search like an expert using A.I. and predictive analytics. Yes Yes Yes

Looking for a different option? 

Over 12 million expert authored documents

AI-intuitive searches draw from data patterns from over 200,000 users

Over 25,000 updates to 1,000+ editorial resources every month 

Simultaneously search Checkpoint, IRS.gov, TEI, Big 4, and AICPA

7-day access for in-depth research and multiple questions

Perfect for resolving complex research issues that might take more than 24 hours

Essential plan

Tax Research

Gain access to the Federal Tax Coordinator 2nd, providing detailed and comprehensive analysis of all federal tax laws, IRS rulings, and more. Get expert answers with A.I. search capability and relevant Checkpoint news resources.

Starting at $404/wk

Most popular

Advanced plan

Tax Research & Estate Planning

Enhance the Essential plan with practice aids and tools to effectively deliver estate and trust, and wealth transfer planning. The Advanced plan includes guidance on how to structure estates to conserve assets, minimize tax costs, and anticipate conflicts, as well as a complete history of direct action on federal tax cases, Treasury Decisions, and more.

Starting at $592/wk

Premium plan

Tax Research & Employee Benefits

In addition to the Essential plan, the Premium plan gives you access to Employee Benefits guidance with expert analysis including specialized coverage provided by our EBIA library. This plan includes news from leading authorities, an assortment of practice aids, primary source material to ensure compliance with new laws and regulations, and more.

Starting at $968/wk

Compare plans:
Essential plan Advanced plan Premium plan
Federal Tax Coordinator 2nd The Federal Tax Coordinator 2nd provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. Yes Yes Yes
Checkpoint News Resources Federal Tax Update, EY Tax Alerts, and PPC 5 Minute Tax Briefing. Yes Yes Yes
Federal Citator Provides a complete history of direct action taken on federal tax cases, rulings, and Treasury Decisions by later cases and rulings. Accurate, up-to-date evaluations of how each case or ruling has stood up in the courts. No Yes No
Estate Planning Library Includes Estate Planning Coordinator, state summaries, and treaties. Also includes PPC 1041, 706/709 Deskbooks, Practical Estate Planning, Charitable Gift Giving Strategies, and more. Current awareness includes Howard Zaritsky's Planning Update. No Yes No
EBIA Library Expert benefits guidance and deep dive on over 17 benefits topics such as COBRA and ERISA, including EBIA weekly newsletter. No No Yes
RIA Benefits Library Includes benefit analysis, planning, practice aids, plan documents and clauses, plus other Related Federal Employment Laws, ERISA and Regulations, and a complete Library of Federal Court Employee Benefit Cases. No No Yes
Checkpoint Edge's enhanced search capability Search like an expert using A.I. and predictive analytics. Yes Yes Yes

Looking for a different option? 

Over 12 million expert authored documents

AI-intuitive searches draw from data patterns from over 200,000 users

Over 25,000 updates to 1,000+ editorial resources every month 

Simultaneously search Checkpoint, IRS.gov, TEI, Big 4, and AICPA

Year-long access to trusted answers & expert advice

Perfect when you need unmetered access for tackling tough issues

Essential plan

Tax Research

Gain access to the Federal Tax Coordinator 2nd, providing detailed and comprehensive analysis of all federal tax laws, IRS rulings, and more. Get expert answers with A.I. search capability and relevant Checkpoint news resources.

Starting at $1,610/yr

Most popular

Advanced plan

Tax Research & Estate Planning

Enhance the Essential plan with practice aids and tools to effectively deliver estate and trust, and wealth transfer planning. The Advanced plan includes guidance on how to structure estates to conserve assets, minimize tax costs, and anticipate conflicts, as well as a complete history of direct action on federal tax cases, Treasury Decisions, and more.

Starting at $3,285/yr

Premium plan

Tax Research & Employee Benefits

In addition to the Essential plan, the Premium plan gives you access to Employee Benefits guidance with expert analysis including specialized coverage provided by our EBIA library. This plan includes news from leading authorities, an assortment of practice aids, primary source material to ensure compliance with new laws and regulations, and more.

Starting at $6,105/yr

Compare plans:
Essential plan Advanced plan Premium plan
Federal Tax Coordinator 2nd The Federal Tax Coordinator 2nd provides detailed and comprehensive analysis of all federal tax laws, regulations, relevant court cases, and IRS rulings and releases. Yes Yes Yes
Checkpoint News Resources Federal Tax Update, EY Tax Alerts, and PPC 5 Minute Tax Briefing. Yes Yes Yes
Federal Citator Provides a complete history of direct action taken on federal tax cases, rulings, and Treasury Decisions by later cases and rulings. Accurate, up-to-date evaluations of how each case or ruling has stood up in the courts. No Yes No
Estate Planning Library Includes Estate Planning Coordinator, state summaries, and treaties. Also includes PPC 1041, 706/709 Deskbooks, Practical Estate Planning, Charitable Gift Giving Strategies, and more. Current awareness includes Howard Zaritsky's Planning Update. No Yes No
EBIA Library Expert benefits guidance and deep dive on over 17 benefits topics such as COBRA and ERISA, including EBIA weekly newsletter. No No Yes
RIA Benefits Library Includes benefit analysis, planning, practice aids, plan documents and clauses, plus other Related Federal Employment Laws, ERISA and Regulations, and a complete Library of Federal Court Employee Benefit Cases. No No Yes
Checkpoint Edge's enhanced search capability Search like an expert using A.I. and predictive analytics. Yes Yes Yes

Looking for a different option? 

Over 12 million expert authored documents

AI-intuitive searches draw from data patterns from over 200,000 users

Over 25,000 updates to 1,000+ editorial resources every month 

Simultaneously search Checkpoint, IRS.gov, TEI, Big 4, and AICPA

Frequently Asked Questions

If I’m an existing TR customer, can I purchase Checkpoint Edge digitally?

Yes, an existing customer, meaning someone who currently owns Checkpoint products, would be able to purchase through the e-store. 

Can I still purchase Checkpoint Edge through a sales representative?

Yes, you can connect with a sales representative by visiting our contact us page.

Which Checkpoint products will be sold digitally in January?

Curated Checkpoint Edge packages are available digitally for accounting firms, corporations, and law firms. Please visit the product overview page for details.

I want to try the product first. Do you offer a free trial?

Yes, you can sign up for a free 7-day trial of our premium plan here. Your trial will begin immediately.

What is the difference between a day, week and annual pass?

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. 

When will the passes start and when will they expire?

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.

Will any of the digital subscriptions auto renew?

Annual subscriptions will auto renew, while day and week passes will not.

What type of support or training will be offered?

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.