Having Navigator's Integrated Bank Application within the TaxVision Software makes the processing of bank settlement products easy!  You prepare the return, and if your customer wants to take advantage of a bank settlement product you simply put a check mark on the electronic filing summary to generate the bank application...fill out the required fields...efile the return...wait for notification to print a check or a direct deposit.     It's that easy!

In-Season Bank Product Incentives

On top of Navigator Financial's built in iChoice incentives TaxVision also offer's additional incentives on the Service Bureau fee that's paid daily during tax season V.S. a end of the year rebate.  Ask Today how you can increase your revenue through our In-Season incentives!

Integrated Solution

Products

  • Refund Advance (up to $2500)
  • Refund Transfer (RT)