For credit unions
A member benefit for tax season.
Your members already trust you with their money. Now they can file their taxes with you too, inside your app, with their refund going straight into their account.
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
Why credit unions offer Navo
Member value you can see
Accurate filing at a price members love is a benefit they remember every spring.
Refund deposits
Refunds are often the biggest deposit of a member's year. Filing in your app puts your account first in line.
Reach members who need help most
Plain-language questions, in English or Spanish, guide members who would otherwise pay a preparer or not file at all.
Your name, our compliance
Navo carries the IRS authorization, security rules and filing operations, so your team doesn't take on tax risk.
What Navo handles
You bring the members. We bring everything it takes to file a return.
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.
From first call to launch
- 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.
Bring tax filing to your members.
Email support@navo.ai and we'll set up a call.