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RIA Checkpoint Cost

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#1
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3574
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4-Mar-2018 9:03pm
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Near the Kwanzan cherry tree
For the smaller firms (less than 10 employees), would you be willing to share how much you paid for RIA Checkpoint within the last year or two, the specific product offering/add-ons that you have, and how many users you have?

Thanks.
 

#2
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3649
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22-Apr-2014 3:06pm
Location:
WA State
I am interested in this as well.
Thanks for asking the question.
~Captcook
 

#3
Posts:
3574
Joined:
4-Mar-2018 9:03pm
Location:
Near the Kwanzan cherry tree
Thank you for thanking me for asking the question.
 

#4
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3649
Joined:
22-Apr-2014 3:06pm
Location:
WA State
I appreciate you thanking me for my thanks.
(just continuing to bump the thread, really :))
~Captcook
 

#5
Wiles  
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3888
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21-Apr-2014 9:42am
Location:
Bay Area – CA
Yes. I’d be willing to share
 

#6
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3574
Joined:
4-Mar-2018 9:03pm
Location:
Near the Kwanzan cherry tree
Tell us oh wily one.
 

#7
smtcpa  
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273
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28-Jul-2014 5:16am
Location:
Colorado
It totally depends on what you get. I paid $5400 (40% discount off of list) but I got a lot. It includes RIA Federal Tax Coordinator Library, PPC Compliance LIbrary, Checkpoint SALT (all 50 states), business and individual planning modules.
 

#8
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3574
Joined:
4-Mar-2018 9:03pm
Location:
Near the Kwanzan cherry tree
Thanks.

Is that one user?
 

#9
smtcpa  
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273
Joined:
28-Jul-2014 5:16am
Location:
Colorado
I think they give you 10 users now at no additional cost.

ManVsTax wrote:Thanks.

Is that one user?
 

#10
ATSMAN  
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1845
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31-May-2014 8:34pm
Location:
MA
I believe they had a deal with Drake Software for their customers and it was $99 per user for the basic Checkpoint Web based library and research.
 

#11
Wiles  
Posts:
3888
Joined:
21-Apr-2014 9:42am
Location:
Bay Area – CA
We also purchase multiple products and have a 5-user plan. Here is the major one that is on our invoice:
Product Code: WACEQ
Description: PPC - Small & Medium CPA FTC Compliance Library with PPC Federal Tax Compliance Deskbooks & Planning Guides - CKPT
$3,195

Our total invoice is $6,400
 

#12
sjrcpa  
Posts:
3317
Joined:
23-Apr-2014 5:27pm
Location:
Maryland
I pay a lot extra to get 10 users.
 


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