33 patents
Page 2 of 2
Utility
Hybrid conversational chat bot system
16 Feb 21
Method, system and media for a hybrid chat bot system that enables a user interface that can interact via simple text messages or rich chat bubbles with smart analytical data and provide a rich and efficient way for the user to respond.
Vinayak Kamat, Roman Breslav
Filed: 6 Mar 17
Utility
Annotation-based dependency calculations
28 Dec 20
Media, method and system for creating software capable of performing the steps necessary to prepare a complex form, and more particularly to the use of annotations to specify dependency information for the fields of the form.
Roman Breslav
Filed: 16 Sep 18
Utility
Taxpayer identity determination through external verfication
21 Dec 20
A refinement verification engine authenticates a user submitting a subject tax return.
William Fitzgerald
Filed: 14 Mar 16
Utility
Simplified tax interview
14 Dec 20
A system, method and media for providing a simplified, personalized tax interview to a user preparing a tax return for a taxpayer by determining which portions of a full tax interview are relevant to the return being prepared and then presenting only those relevant portions to the user.
Jason Houseworth, Heather Watts, Daniel D. Martin
Filed: 20 Jan 19
Utility
Computer readable medium, system, and method of providing a virtual venue for the transfer of taxpayer-specific information
7 Dec 20
A computer program, a system, and a method facilitate transactions of taxpayer-specific items of information between taxpayers and third parties in a virtual venue.
Mark Ciaramitaro
Filed: 25 Sep 14
Utility
Online identity scoring
28 Sep 20
Method, media, and system for authentication of a claimant as a claimed identity.
Jason Houseworth, Mark Ciaramitaro
Filed: 16 Jun 19
Utility
Context-aware field value suggestions
14 Sep 20
Media, method and device for providing multiple, context-aware suggestion contexts to a user entering text data.
Jason Houseworth
Filed: 24 Mar 19
Utility
Unified payment vehicle
14 Sep 20
A system, method, and computer-readable media for automatically allocating a payment among a plurality of funding accounts according to rules configured by the user.
Daniel D. Martin
Filed: 26 Apr 15
Utility
Payment vehicle with personalized rewards program
7 Sep 20
A method, system, and computer readable media for offering to the user of a payment vehicle a rewards program personalized to the user and the user's financial goals.
Daniel D. Martin, Crystal Anderson
Filed: 26 Apr 15
Utility
Payment vehicle for budgeting
3 Aug 20
Methods for providing a payment vehicle that includes a plurality of virtual budgeting accounts to which deposits can be allocated and from which payments can be automatically deducted based on transaction information and rules configured by the user.
Daniel D. Martin
Filed: 26 Apr 15
Utility
Interview supplementation for universal state tax return
13 Jul 20
Method, system and medium for conducting a universal state tax interview.
Brenda Hochberg
Filed: 7 Feb 16
Utility
Identifying and recommending potential benefits
13 Jul 20
Potential benefits that may be applicable to a taxpayer are identified based upon other tax returns for other similar taxpayers, specifically based upon a common external entity that may provide or be associated with the benefit.
Laurie Croslin Scott, Joseph Bartling, Gil Charney, C. Taylor Brown
Filed: 24 Apr 17
Utility
Identifying and categorizing purchases
6 Jul 20
Discovering and categorizing individual purchases associated with a user is described.
Nathan K. Rigney
Filed: 24 Apr 17