Discussion:Tax Research Software? RIA? Kleinrock

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{{ForumReplyPost|UserID=Szptax|Date=30 January 2008|Text=Just wanted to bring this up again - any strong preferences for research & why.}} {{ForumReplyPost|UserID=Szptax|Date=30 January 2008|Text=Just wanted to bring this up again - any strong preferences for research & why.}}
 +
 +{{ForumReplyPost|UserID=Taxstudent|Date=31 January 2008|Text=Citators: Shepard's Tax Citation Service. Nothing compares. KeyCite is good, but the rest are a joke.
 +
 +Select WG&L Treatises like Bittker on corporations and Gertzman on tax accounting.
 +
 +Select Matthew Bender treatises like Schneider on inventories.
 +
 +BNA portfolios for quick answers.
 +
 +CCH vs. RIA vs. Mertens: I prefer Mertens because it has better editorial comments.
 +
 +A reporter (see above) vs. an annotated Code. Both the USCS and USCA are good, though which is better depends on the section. I think reporters work better in most cases.
 +
 +IRS and Treasury materials: Lexis, preferably combined with Tax Analysts and CCH. To this day, nothing beats a full set of the cumulative bulletins from Hein.
 +
 +Cases: I've found coverage gaps in both the USTC and the AFTR. Both annoyed me to no end.
 +
 +Tax News: Tax Analysts has better editorial coverage while BNA is more timely throughout the day, though maybe that is changing. I haven't checked lately.
 +
 +Price: Tax Analysts' OneDisc.
 +
 +Ease of Use: RIA in general, though each has its high points.
 +
 +Comprehensive solution: Lexis' new tax product followed by RIA Checkpoint. Preferably, I'd have both and repurchase BNA from the cheaper provider.}}

Revision as of 00:25, 31 January 2008

Discussion Forum Index --> Tax Questions --> Tax Research Software? RIA? Kleinrock

Mikelim (talk|edits) said:

30 June 2006
I'm currently choosing between two tax research software platforms.

RIA seems to be very robust and includes client letters. I have only heard of Kleinrock through an aquaintance, and it seems that they are very cheap.

I used RIA briefly at KPMG, and liked it. Does any have experience with Kleinrock?

Mtmckeecpa (talk|edits) said:

30 June 2006
I used Kleinrock about 3-4 years ago, and yes it was cheap. However, side by side, PPC blows Kleinrock away, just in the way it looks on the screen, easier to read, easier to navigate, better examples, more practical applications.

I have not used RIA in years but I prefer PPC at this time.

I'd spend the bucks and go with PPC or RIA.

Taxfun (talk|edits) said:

30 June 2006
We have both Kleinrock & CCH on-line. Kleinrock is good at printing out particular sections, Rev Rulings, etc, but not as good a CCH in research. We tried RIA 5-6 years ago, but prefer CCH.

JR1 (talk|edits) said:

30 June 2006
Can't stand CCH for the record. I use RIA, but more valuable than the research base is the daily and weekly reports that come out, keeping you up to speed on all the latest rulings. Maybe a clever guy could replace those with some RSS feeds on tax news each day...RIA Checkpoint in the cheapest version is down to under $1000 per year finally...so it's pretty reasonable. With this board and ready acess to so much info...maybe I need to wonder about continuing it, too.

Szptax (talk|edits) said:

30 January 2008
Just wanted to bring this up again - any strong preferences for research & why.

Taxstudent (talk|edits) said:

31 January 2008
Citators: Shepard's Tax Citation Service. Nothing compares. KeyCite is good, but the rest are a joke.

Select WG&L Treatises like Bittker on corporations and Gertzman on tax accounting.

Select Matthew Bender treatises like Schneider on inventories.

BNA portfolios for quick answers.

CCH vs. RIA vs. Mertens: I prefer Mertens because it has better editorial comments.

A reporter (see above) vs. an annotated Code. Both the USCS and USCA are good, though which is better depends on the section. I think reporters work better in most cases.

IRS and Treasury materials: Lexis, preferably combined with Tax Analysts and CCH. To this day, nothing beats a full set of the cumulative bulletins from Hein.

Cases: I've found coverage gaps in both the USTC and the AFTR. Both annoyed me to no end.

Tax News: Tax Analysts has better editorial coverage while BNA is more timely throughout the day, though maybe that is changing. I haven't checked lately.

Price: Tax Analysts' OneDisc.

Ease of Use: RIA in general, though each has its high points.

Comprehensive solution: Lexis' new tax product followed by RIA Checkpoint. Preferably, I'd have both and repurchase BNA from the cheaper provider.

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