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.
AI classification
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.