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You bring the questions,
Checkpoint finds the answers.

Learn how to perform effective searches in Thomson Reuters Checkpoint.

Get webinar details here.

Free Webinar: Checkpoint Functionality - Advance Your Search Skills & Techniques

In This Issue, You'll Find:

Ask a Product Trainer
Choose Your Search Technique
Meet a Product Trainer

Ask a Product Trainer

Question #1: I look up information on the internet all the time. What's wrong with using it for my tax research?

Answer: Good question! While the internet is great to look up some things – recipes, shopping, directions, etc, it's not reliable for tax research. The information you find may not be updated, or accurate. That's a huge risk to take. And even on the IRS website, you won't see cautions that a ruling has been superseded, like you do in Checkpoint. Watch this YouTube video to see all the benefits of using Checkpoint vs. Google for your tax research.

Question #2: While browsing through keyword search results, how can I narrow my results even further?

Answer: On the Search Results screen, you have 2 choices:

  • Use the text box at the top, to type additional word(s) to your query then click Search.

    Note: The resulting documents will have ALL the keywords highlighted.

  • Use the text box below that, to type additional word(s) then click Search Within Results.

    Note: The resulting documents will only highlight the words you just added.

Choose Your Search Technique

Learn More About the Different Ways to Search in Checkpoint

YouTube Video: Checkpoint Functionality: Intuitive Search

YouTube Video: Checkpoint Functionality: Terms & Connectors

YouTube Video: Checkpoint Functionality: Find By Citation

YouTube Video: Checkpoint Functionality: Topical Index

YouTube Video: Checkpoint Functionality: Table of Contents & Site Navigator

Meet a Product Trainer
Mark Coooper photo

Who are these trainers that you hear on our webinars? We'd like to introduce you to Mark Cooper, one of our expert trainers.

Mark Cooper

Occupation: Product Trainer
Years with Thomson Reuters: 17
Place of Residence: Port Townsend, Washington
Education: American University, University of Kansas
Fun fact: Over my career I have lived in 11 states and counting.

Career History: I ran a computer training center for COMPUSA in Michigan for several years before starting with RIA in 1998 as an FSR (Field Service Representative) . Several company name changes later, I am still here. I was able to witness the birth of Checkpoint and train customers as it has evolved over the years into what it is today. I have met some great people during my years with Thomson Reuters and have been lucky enough to work for some wonderful bosses. If I weren't so old I would stick around for another 20 years.

Personal Life: I was born and raised in Kansas and lived there for 20 years. I recently moved to the other side of the country to Washington State, where I will pursue my lifelong passion of farming in my spare time. I have 2 daughters and enjoy traveling. I love exploring new places and look forward to biking, hiking, fishing and rock climbing in my new home.

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Checkpoint Search Connectors

Download a Quick Reference Card showing many of Checkpoint's search terms and connectors in one chart.
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The Tax & Accounting Business of Thomson Reuters is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.
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