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Waypoint

The AI copilot for Tax Advisors

Serving HNWIs with assets in multiple jurisdictions is hard. Cut research time up to 70% and master complex cases with unique insights.

Trusted by 500+ financial advisors worldwide

It's so easy...

Ask about a case or tax rule

AI analyzes vast tax databases

Get accurate, cited answers

Identify tax optimization opportunities

Smart Tax Research

Quickly find accurate, AI-powered tax answers for complex cases.

Multi-jurisdictional

AI automatically analyzes complex tax scenarios across multiple jurisdictions for comprehensive insights.

Accurate Citations

Every answer includes clear references to the original tax sources, so you can easily check the information.

Up-to-date intelligence

We update our tax databases every night to ensure you have the most accurate and up-to-date information.

AI Agent workflow showing Legal Database Search and Writing legal analysis & synthesis steps

AI Agents for Faster Workflows

Delegate complex tax tasks to AI agents using natural language. Focus on high-value advisory work.

Save Time

Automate routine research tasks and spend more time on high-value client advisory work.

Transparent

Follow Waypoint's Agents' reasoning at every stage, with outputs you can trace, validate, and refine.

Expert Quality

Deliver expert, scalable results and actionable insights leveraging both firm and client data.

Enterprise-Grade Protection

Waypoint keeps your client data safe with world-class security and data privacy measures.

Data Encryption

Your data is protected with the highest level of encryption, both at rest and in transit.

Data at Rest
Data in Transit
Data in Use
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Why Firms Rely on Waypoint

Discover how Waypoint has become a key tool for firms to work smarter and faster.

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What used to take our team days of research across multiple tax codes now happens in hours. Waypoint's ability to synthesize complex regulations and find optimization opportunities has fundamentally changed how we approach due diligence. The accuracy is impressive, and our clients are thrilled by the speed of execution.

DT
David Thompson, CPA, JD

Chief Tax Officer, Meridian Capital Partners

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As a tax advisor, keeping pace with evolving international tax laws is a constant challenge. Waypoint provides us with in-depth, up-to-date analysis across multiple jurisdictions in a single platform. This enables us to deliver timely, well-supported guidance to our clients and confidently navigate even the most complex clients.

MR
Michael Rodriguez, CPA

Managing Partner, Rodriguez & Associates

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Waypoint has transformed how we collaborate as a firm. We can easily share research and resources across our teams, and uploading client information directly into the platform has led to more tailored, actionable insights for every engagement. It's become our central hub for both knowledge and client work.

SC
Sarah Chen, Esq.

Tax Partner, Chen Liu & Partners LLP

90 sec

Avg. time to receive a complete tax answer

65%

Fewer time spent on tax research per case

99.9%

Citation accuracy for compliance

Frequently Asked Questions

Ask us anything!

What is Waypoint?
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Waypoint is a fully-autonomous AI agent with access to a database of current tax laws and regulations from over 50 jurisdictions, with daily updates from official government sources. It is designed to be a tax research assistant for tax professionals.
How does Waypoint work?
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Waypoint uses complex Natural Language Processing (NLP) models to understand your requests, think of a strategy to best execute what you want to delegate, cross-reference the most relevant and up-to-date tax laws and regulations, and produce an accurate response, citing all relevant articles.
How accurate is the multi-jurisdictional tax information?
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Our AI has access to a database of current tax laws and regulations from over 50 jurisdictions, with daily updates from official government sources. We maintain 99.9% accuracy on current tax law interpretations.
Can Waypoint handle the complexity of our clients' cases?
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Waypoint asks clarifying questions to fully understand your client's case, ensuring tailored answers. Soon we'll release a new feature where you'll be able to securely upload client data for even greater accuracy and less manual input—delivering faster, more precise results for complex scenarios.
Do we need any special training to use Waypoint?
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Waypoint is designed to be intuitive for tax professionals and does NOT require any training. Most users are productive within minutes.
What support can we expect?
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Waypoint is designed to be intuitive for tax professionals and does NOT require any training. Upon request, we are available via email whether you have a question or need help with your account. Firm and Enterprise plans include priority support with dedicated account managers.
Can Waypoint integrate with other tools and platforms?
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Our Enterprise plan includes custom integrations tailored to your specific workflow needs. We are also working on a public API to allow you to integrate with your existing systems.
Is my clients' sensitive data secure with Waypoint?
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Absolutely. We use enterprise-grade encryption and comply with most financial services regulations. Your client data never leaves your control and is protected at the highest level.
How do you handle data security and compliance?
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We encrypt all data at rest and in transit. We can also offer SOC2 Type 2 compliance and ISO 27001 certification for customers on the Enterprise plan.
Do you use our data to train your AI?
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No, we do NOT use your data to train our AI. We use a combination of public and private data sources to provide the most accurate and up-to-date information.
How can Waypoint help us improve client communication and reporting?
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Waypoint AI agent can be used to generate reports and other documents for your clients. We are working on a feature where you can upload your client data so you will be able to delegate the generation of these documents to Waypoint.

Join 500+ Tax Advisors

Save hours on research and serve more clients with Waypoint.