Checkpoint

Checkpoint Thomson Reuters delivers the world’s most innovative technology solutions and advisory services for US tax and accounting firms.

Thomson Reuters Checkpoint is the industry leader for tax and accounting professionals, and offers research, guidance, staff training, marketing and CPE solutions.

🏀 We're calling a time-out at Boomer Summit. Thomson Reuters, Fieldguide, and Trullion are teaming up to host the Slam D...
09/10/2026

🏀 We're calling a time-out at Boomer Summit.

Thomson Reuters, Fieldguide, and Trullion are teaming up to host the Slam Dunk Social — an evening at the College Basketball Experience & Hall of Fame in Kansas City. Good company, a little friendly competition, and a chance to talk shop with peers in the tax, audit, and accounting profession.

📅 Monday, August 17 | 7:15 – 9:30 PM ET
📍 College Basketball Experience & Hall of Fame, Kansas City

Will you be at Boomer Circle Summit?

Come check it out: https://ow.ly/6YZq50ZwjZL

09/09/2026

In today’s tax world, you can’t afford to risk your reputation.

CoCounsel uses Checkpoint content, IRS code, and trusted government sources to deliver clear, citation-backed answers to complex tax questions in minutes.

That's the power of AI built for tax.

Try it yourself: https://ow.ly/5nPG50ZusjL

09/09/2026

"In this profession, almost right is not good enough."

As AI adoption accelerates across tax, accounting, and audit, firms face a critical challenge: balancing innovation with accountability.

Elizabeth Beastrom, President, Tax, Audit & Accounting Professionals at Thomson Reuters, breaks down our latest Future of Professionals report and explains why AI governance, traceability, and professional-grade tools are essential, and what leaders can learn from the growing use of shadow AI. Catch the full conversation. 👇

Apple Podcasts: https://ow.ly/6KVL50ZIRWh

Spotify: https://ow.ly/xS7F50ZIRWg

YouTube: https://ow.ly/mGTh50ZIRWi

Minneapolis auditors: AuditWatch University is just two weeks away.From foundational audit concepts to engagement manage...
09/08/2026

Minneapolis auditors: AuditWatch University is just two weeks away.

From foundational audit concepts to engagement management, supervision, and the next stage of your professional development, there's a course level designed to meet you where you are.

Make plans to join us onsite September 22–24—and earn up to 24 CPE credits.

Register now:
https://ow.ly/JRUc50ZGhko

By 2030, 77% of professionals expect agentic AI to play a central role in their work.But what does that actually look li...
09/08/2026

By 2030, 77% of professionals expect agentic AI to play a central role in their work.

But what does that actually look like for accounting firms?

Stuart Cobbe, Senior Director of Product Management at Thomson Reuters, breaks it down:

→ AI that plans and executes multi-step work — not just answers single prompts
→ Research that happens automatically within compliance work
→ More time for the conversations that matter: where clients can save, how to restructure more efficiently

The shift from compliance to advisory isn't coming. It's accelerating.

Read more: https://ow.ly/LtXT50ZB4yX

We're in Orlando for the IRS Tax Forum — swing by Booth 481-82 and say hi! Grab some fun swag while our team shows you C...
09/01/2026

We're in Orlando for the IRS Tax Forum — swing by Booth 481-82 and say hi!

Grab some fun swag while our team shows you CoCounsel Tax live: purpose-built agentic AI that takes repetitive work off your plate, speeds through document review, and keeps your workflows consistent day to day.

While you're there, chat with our specialists and get a firsthand look at the full suite of Thomson Reuters tools designed to support the way you work. Day one is underway — see what we've got going on!

Learn more: https://ow.ly/9rli50ZHVMe

Three weeks to go! AuditWatch University is coming to Minneapolis, September 22–24. Whether you're beginning your audit ...
09/01/2026

Three weeks to go! AuditWatch University is coming to Minneapolis, September 22–24. Whether you're beginning your audit career or ready for your next leadership step, onsite training is available for:

• Basic Staff
• Experienced Staff
• Beginning In-Charge
• Experienced In-Charge
• Beyond In-Charge

Join fellow audit professionals for practical, experience-based learning designed to help you build skills for what's next.

Register now:
https://ow.ly/AeF850ZGh0z

Live API integration. Real data flow. Real impact.See how SAP S/4HANA and ONESOURCE Tax Provision work together—and how ...
08/31/2026

Live API integration. Real data flow. Real impact.

See how SAP S/4HANA and ONESOURCE Tax Provision work together—and how to unlock automation and AI-powered reporting for your finance team.

Join us on September 10th at 11:00 am CT.

Register now: https://ow.ly/EYE750ZyGUc

Go all in on your firm's future. SYNERGY delivers AI-driven training, product best practices, and connections that drive...
08/28/2026

Go all in on your firm's future. SYNERGY delivers AI-driven training, product best practices, and connections that drive real transformation for tax audit and accounting professionals.

Save $400 with code SYNERGYBOUND before August 31.

Register: https://ow.ly/s3kk50ZBFOM

Firms with a visible AI strategy see 3.1x higher ROI, yet many decision-makers still balk at licensing costs. With the r...
08/28/2026

Firms with a visible AI strategy see 3.1x higher ROI, yet many decision-makers still balk at licensing costs.

With the right planning (and long-term outlook), your firm can turn an investment gamble into a guarantee.

Check out our AI ROI guide to see how: https://ow.ly/mmEt50ZwLho

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