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.
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.
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.
| 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?
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.
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.
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.
| 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?
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.
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.
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.
| 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?
Frequently Asked Questions
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.
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.
Annual subscriptions will auto renew, while day 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.
Yes, you can connect with a sales representative by visiting our contact us page.
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