SYSTEMS AND METHODS FOR GENERATING AND SENDING ELECTRONIC MESSAGES RELATED TO A TAX RETURN

Patent №

US 9,786,017

Granted

2017-10-10

Filed 2013

Owner

INTUIT INC.

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

14077056

Sending electronic messages related to a tax return from a mobile communication device of an accountant or client. Computers having tax preparation programs that are utilized prepare tax returns are synchronized with a host computer. A browser executes on a mobile communication device and a web application on the second computer executes to display a client list. A client is selected, and the web application presents an interface including tax return data of the selected client on the mobile communication device. The interface includes an icon or object that when selected generates a message window that may be at least partially automatically populated. A message may be typed in the window and sent from the mobile communication device. For example, the accountant may send a self-addressed message to a computer utilized to prepare the tax return, or the client may send the accountant a message.

PlanningG06Q 40/123G06Q 20/207G06Q 40/00G06Q 40/12

AI classification

Planning0.99
AI hardware0.49
Natural language0.19
Knowledge representation0.05
Vision0.00
Evolutionary computation0.00
Machine learning0.00
Speech0.00

Ownership

INTUIT INC.

assignment · 315780843

Assignors

OHME, PHILLIP J., HELLMAN, BRETT A., CASSANEGO, DANTE, KIRKENDALL, KATHY A.

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

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