Invention Grant
- Patent Title: Comprehensive tax return preparation system
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Application No.: US15832649Application Date: 2017-12-05
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Publication No.: US11544799B2Publication Date: 2023-01-03
- Inventor: David Wyle , Sarika Arora
- Applicant: Sureprep, LLC
- Applicant Address: US CA Irvine
- Assignee: Sureprep, LLC
- Current Assignee: Sureprep, LLC
- Current Assignee Address: US CA Irvine
- Agency: Snell & Wilmer L.L.P.
- Main IPC: G06Q40/00
- IPC: G06Q40/00 ; G06Q30/06 ; G06Q20/14

Abstract:
Methods, systems, and apparatus for facilitating interactions between a taxpayer and a tax preparer. The system includes a taxpayer client device configured to provide a graphical user interface to a user for receiving and displaying data in a consistent manner. The system also includes a signature unit configured to receive taxpayer signature data from the taxpayer client device via the graphical user interface. The system also includes a document upload unit configured to receive tax document data from the taxpayer client device via the graphical user interface. The system also includes a secure messaging unit configured to facilitate securely exchanging messages between devices. The system also includes an E-File authorization unit configured to receive taxpayer E-File authorization data from the taxpayer client device via the graphical user interface. The system also includes a payment unit configured to receive payment data from the taxpayer client device via the graphical user interface.
Public/Granted literature
- US20190172153A1 COMPREHENSIVE TAX RETURN PREPARATION SYSTEM Public/Granted day:2019-06-06
Information query