SYSTEM, COMPUTER PROGRAM, AND METHOD FOR ONLINE, REAL-TIME DELIVERY OF CONSUMER TAX SERVICES

Patent №

US 10,249,004

Granted

2019-04-02

Filed 2011

Owner

HRB TAX GROUP, INC.

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

13250280

A system, a method, and a computer program for performing an online, real-time tax consultation for preparation of a client's taxes by a tax agent, wherein the tax agent is remote from the client, and the system is implemented via an electronic, online application accessible via a communications network. Embodiments allow for a client desiring tax preparation of a tax return to initiate the tax preparation with a tax agent via an online, integrated platform; electronically upload or otherwise push the client's tax-related information and documents to the tax agent; participate in an online tax consultation so that the tax agent may investigate, learn, or otherwise obtain the tax information necessary for completing the client's tax return; and electronically approve and file the completed tax return.

AI classification

Planning1.00
Knowledge representation0.14
Natural language0.06
AI hardware0.06
Machine learning0.01
Vision0.01
Evolutionary computation0.00
Speech0.00

Ownership

HRB TAX GROUP, INC.

assignment · 270140421

Assignors

CIARAMITARO, MARK, MEADE, KENNETH, JR., SHAW, NEAL

On an employer assignment, the assignors are typically the inventors.

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