SYSTEM, COMPUTER PROGRAM, AND METHOD FOR ONLINE, REAL-TIME DELIVERY OF CONSUMER TAX SERVICE
Patent №
US 11,348,188
Granted
2022-05-31
Filed 2019
Owner
HRB TAX GROUP, INC.
Lab
—
AI components
1
planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
16371473
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
Ownership
HRB TAX GROUP, INC.
assignment · 487540614
Assignors
CIARAMITARO, MARK, MEADE, KENNETH, JR., SHAW, NEAL
On an employer assignment, the assignors are typically the inventors.