Invention Grant
- Patent Title: Advice engine
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Application No.: US14836641Application Date: 2015-08-26
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Publication No.: US11379929B2Publication Date: 2022-07-05
- Inventor: Eric Roebuck , Jason Houseworth
- Applicant: HRB Innovations, Inc.
- Applicant Address: US NV Las Vegas
- Assignee: HRB Innovations, Inc.
- Current Assignee: HRB Innovations, Inc.
- Current Assignee Address: US NV Las Vegas
- Agency: Erise IP, P.A.
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
System, method and media for the provision of relevant information, tax regulations and other advice for the preparation of the return to the user of the tax preparation system. This can be done by developing a profile of the taxpayer as the user moves through the process of preparing the tax return. When a user views a tip or help article, the impact on the outcome of the return is noted. If the impact is a positive one, then the tip or help article may be automatically presented to future users with similar taxpayer profiles. In this way, users can maximize the benefit of the return for the taxpayer while increasing the accuracy of the prepared return.
Public/Granted literature
- US20170061548A1 ADVICE ENGINE Public/Granted day:2017-03-02
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