Tools can be accessed from any location within Checkpoint and there is the ability to hyperlink from Checkpoint's research content to the relevant tool, thereby launching the decision-making process for that particular issue in the user's workflow.
Estimated reading time: 0 minutes, 44 seconds
Decision Tools Added To Checkpoint
Interactive Decision Tools have been added to Thomson Reuters Checkpoint platform. The tools utilize an interview format that guides subscribers through the decision-making process and relevant considerations to reach a conclusion. There are also embedded calculations and editorial guidance to help users answer questions with the interviews.
The tools also includes input fields for users to document their responses; and summaries that capture questions, answers and user notes in order to facilitate reviews. Besides providing primary source materials, they also offer expert analysis and guidance from RIA, PPC and WG&L. Document assembly functionality can auto-generate a client letter, memo, tax return attachment and other documents in Microsoft Word.
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