With your AI · Coming soon
Do your taxes in Claude or ChatGPT.
Talk it through with the assistant you already use. It asks the questions the way you like. Navo makes sure the answers add up to a correct return, keeps your private details off the chat, and files it once you've reviewed and signed.
Works in Claude ChatGPT
Get notified when filing opensShow it in
ClaudeChatGPTNavo connected
Can you do my taxes? Here's my W-2.W-2.pdfPDF
Navo · added your W-2
Got it. Your wages and withholding are in. Two quick questions: did anyone live with you last year, and did you have any other income?
Just my daughter. She's 7. No other income.
Navo · worked out your return
Done. You get the Child Tax Credit for your daughter. Check what I entered, then sign on Navo. Navo2026 federal returnEstimated refund$1,284Review and sign on Navo
How it fits together
Your assistant asks. Navo checks and files. You sign.
One picture of the whole thing. The assistant never does the math and can never file your return.
Your assistantClaude or ChatGPTAsks the questions in plain words and reads the documents you share.
The tax engineNavoChecks every answer, does all the math and keeps your return safe.
Your return, e-filedThe IRSGets your return only after you review it and sign on Navo.
You stay in charge: you check what your assistant sends, then review and sign the return yourself.
Works with the assistant you already use
First to launch
Claude
Add Navo from Claude's connector directory and file from any Claude chat.
Next
ChatGPT
The same Navo connection, added as an app inside ChatGPT.
Other assistants as they support secure connectors. Claude is a trademark of Anthropic and ChatGPT is a trademark of OpenAI.
Your responsibility
You're still the filer.
Treat what your assistant sends to Navo the way you'd treat a return from an accountant: it's a big help, and you check it before you sign.
Check what your assistant sends
Before you sign, Navo shows every answer your assistant entered. Compare them with your W-2s and other forms, and fix anything that's off.
You're the one filing
Like a return an accountant prepares for you, it's still your return. You're responsible for what's on it, so read it before you sign.
Navo catches what it can
Navo rejects answers that can't be right and does all the math. It can't know facts only you know, like who lived with you.
Why it's easier
No forms and no tax vocabulary. Just a conversation, with a tax engine behind it.
Drop in your documents
Share a W-2 or 1099 in the chat. The assistant reads it and fills in your return, and Navo checks every number.
Ask anything, anytime
Not sure what a question means? Ask. The assistant explains in plain words before you answer.
Only the questions that matter
Navo tells the assistant exactly what your return still needs, so you skip everything that doesn't apply.
Your words, your language
Answer the way you talk. The assistant turns it into the right answers on your return.
Stop and pick up later
Your return is saved on Navo, so you can come back in any chat and carry on.
Math you can trust
Assistants are great at conversation and unreliable at arithmetic. Navo's tested engine does every calculation.
How it works
- 1
Connect Navo
Sign in to Navo from your assistant and approve what it may do: fill in answers and read results. Never submit. - 2
Talk it through
Share documents and answer in your own words. Navo checks each answer as it goes in. - 3
Navo does the math
Your return is calculated by Navo's tax engine. The assistant reads the results back to you. - 4
Finish on Navo
Open the secure link to add your Social Security numbers and bank details, review, sign and file.
Who sees what
Your assistant helps with the conversation. Navo holds your return and does the filing.
You
Answer, review what your assistant sent, sign
- Everything about your return
Your AI assistant
Asks questions, explains results
- Your answers and documents you share
- Results Navo sends back
Navo
Does all the math, files with the IRS
- Your full return, encrypted
- SSNs and bank details, entered only on Navo
Built so you can trust it
Private details stay off the chat
Social Security numbers, bank account numbers and your signature are entered on Navo, never in the conversation.
The assistant can't file
It can fill in answers and read results. Only you can submit a return, on Navo.
You sign a consent first
Before an assistant can touch your return, you sign a plain-language consent on Navo saying what it may do and for how long.
Disconnect anytime
Withdraw the assistant's access from your Navo account in one step.
Two-step sign-in
Connecting an assistant takes your password and a one-time code, the same as signing in to Navo.
Every number checked
Navo validates each answer and does all the math, and our accuracy guarantee covers every return we file.
Questions
Which AI assistants work with Navo?
Claude first, then ChatGPT. We'll add other assistants as they support secure connectors.
When can I use it?
Filing through AI assistants is coming soon. You can file directly on navo.ai when filing opens in January.
Does it cost extra?
No. Filing with Navo is free for the 2027 season, whether you start on navo.ai or in an AI assistant.
Does the AI company see my tax information?
The assistant sees what you share in the chat and the results Navo sends back. Your Social Security number, bank details and signature never go through the chat.
What if the assistant gets something wrong?
The assistant never calculates anything. Navo checks every answer as it's entered and does all the math. You're still responsible for your return, so review everything your assistant entered before you sign, just as you would with a return an accountant prepared.
Be first to file with your AI.
We'll email you when filing opens.