For partners
Tax filing, built into your app.
Give your members a fast, accurate way to file their taxes inside the app they already trust. Navo handles the IRS authorization, the tax engine and the filing. You keep the relationship, and the refund.
Your app
Checking
Available balance
Tax season
File your taxes here
Get your refund into this account
StartSavings
Goals
Your taxesFiling by Navo
Your checklist
- About you
- Income
- Credits
- Review
Estimated federal refund
Ready to review
Continue
What filing in your app does for you
Refunds land with you
For many households the tax refund is the largest payment of the year. When members file in your app, sending it to their account with you is one tap away.
A reason to open your app every spring
Tax season becomes a moment members spend with you, not with a tax company's ads.
A benefit members thank you for
Accurate, guided filing at a price your members will love, with your name on it.
Insight, with consent
With a member's signed consent, verified income from their return can help with lending decisions and better offers.
Your experience, our engine
Choose how deep the integration goes. Whichever you pick, members get the same accurate engine and the same guarantee.
Embedded in your app
Filing opens inside your app, with your look and your name on it. Members never feel like they left.
Built into your own screens
For teams that want full control: your screens, Navo's engine and filing underneath.
Ready for AI assistants
The same engine works through AI assistants, so you're ready as members start doing their money tasks with AI.
What Navo handles, so you don't have to
Tax filing is regulated, seasonal and unforgiving. We carry all of it.
IRS e-file authorization
Navo is an authorized IRS e-file provider and passes the IRS's tests every season, so you never apply, test or certify.
The tax engine
Every form, credit and calculation, updated for each new tax year and checked against IRS test cases before it reaches a member.
Sensitive data
Members enter Social Security numbers and bank details, and sign, on Navo. Your systems never hold them.
Filing and rejections
Navo transmits returns, tracks acceptance and walks members through fixing a rejected return.
Compliance
IRS security and privacy rules for e-file providers, and federal consent rules for any use of return data beyond filing.
Accuracy guarantee
Navo stands behind its math with an accuracy guarantee for every return it files.
How a partnership comes together
- 1
Talk to us
Tell us about your members, your app and your goals for tax season. - 2
Design it together
We agree the experience, the branding, the member support model and the data you'll receive with consent. - 3
Test with real returns
Your team files test returns end to end before a single member sees it. - 4
Launch for the season
Go live when the IRS opens filing, with Navo watching every return through acceptance.
Partner questions
Do we need to become a tax company?
No. Navo holds the IRS e-file authorization, runs the tax engine, transmits returns and handles rejections. You own the member relationship.
Does sensitive tax data pass through our systems?
No. Members enter Social Security numbers and bank details, and sign, on Navo. You choose which results you receive, and anything beyond filing needs the member's signed consent.
Who supports members when they have a question?
We agree the support model with each partner before launch, from Navo handling filing questions end to end to a shared model with your team.
What does it cost?
Pricing depends on your members and how deep the integration goes. Email support@navo.ai and we'll walk you through it.
When should we start?
Launches line up with the IRS filing season, which opens each January. Talking to us early leaves time to design and test before the season.
Can it work with AI assistants?
Yes. The same engine powers filing through AI assistants. See Navo with your AI.
Let's plan your tax season.
Email support@navo.ai and tell us about your members and your app. We'll set up a call.