G2 Vendor Directory

Checkpoint vs. Tax Clarity

A side-by-side comparison based on G2 review data.

MetricCheckpoint

by Thomson Reuters

Tax Clarity

by Covisum

Overall rating4.34.6
Review count2011
Ease of use8.49.1
Ease of setup9.50.0
Quality of support8.69.6
Meets requirements9.19.1
NPS5080
Small Business40.0%100.0%
Mid-Market15.0%0.0%
Enterprise45.0%0.0%
Total page views27468
Total LLM citations1,49727

Checkpoint

Checkpoint provides fast access to thoroughly integrated and up-to-date research materials, editorial insight, productivity tools, online learning, news updates, and marketing resources. Get trusted answers to your tax, accounting, finance, and trade questions, plus guidance and resources to help you make confident decisions quickly — adding more value to your firm or business.

Pros

  • Updates
  • Tax Management
  • Comprehensive

Tax Clarity

Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impact of different plan decisions.

Pros