41 patents
Utility
System and Method for Matching a Customer and a Customer Service Assistant
4 Jan 24
Matching a customer with a representative is performed for assisting the customer with an issue.
Eric R. Roebuck
Filed: 18 Sep 23
Utility
Automated return evaluation with anomoly detection
28 Nov 23
Media, methods, and systems are disclosed for applying a computer-implemented model to a table of computed values to identify one or more anomalies.
Zhi Zheng, Jason N. Ward, Benjamin A. Kite
Filed: 4 Aug 21
Design
Transaction card with truncated text
14 Nov 23
Les Whiting
Filed: 15 Dec 21
Utility
Intelligent data gathering
14 Nov 23
An electronic tax assistant for assisting a user in preparing for a tax return preparation process, wherein the electronic tax assistant performs the following steps: determine a trigger based upon a data input, wherein the trigger is indicative of a potential tax implication; determine a data request based at least in part on the data input, wherein at least one of the data input and the data request is associated with an external device; receive a response based upon the data request, wherein the response is indicative as to whether the trigger is indicative of an actual tax implication; and provide, upon determining the actual tax implication, information in indicative of the data input and the response to an external repository associated with a tax preparation system.
Vinayak Kamat, Jason Houseworth, Todd Alexander Michael
Filed: 28 Apr 17
Utility
System and method for matching a customer and a customer service assistant
31 Oct 23
Matching a customer with a representative is performed for assisting the customer with an issue.
Eric R. Roebuck
Filed: 3 Jan 18
Utility
Blockchain transactional identity verification
26 Sep 23
System and media for determining whether to conduct a transaction with a consumer claiming an identity.
Jason Houseworth, Travis Giggy, Roman Breslav, Daniel D. Martin
Filed: 30 Sep 16
Utility
Automated Calculation Predictions with Explanations
17 Aug 23
Media, methods, and systems are disclosed for automatically calculating predicted values using deep learning models.
Benjamin A. Kite, Jason N. Ward, Zhi Zheng
Filed: 25 Apr 23
Utility
Blockchain transactional identity verification
30 May 23
System and media for determining whether to conduct a transaction with a consumer claiming an identity.
Jason Houseworth, Travis Giggy, Roman Breslav, Daniel D. Martin
Filed: 27 Mar 18
Utility
Automated Return Evaluation with Anomoly Detection
9 Feb 23
Media, methods, and systems are disclosed for applying a computer-implemented model to a table of computed values to identify one or more anomalies.
Zhi Zheng, Jason N. Ward, Benjamin A. Kite
Filed: 4 Aug 21
Utility
Automated Calculation Predictions with Explanations
9 Feb 23
Media, methods, and systems are disclosed for automatically calculating predicted values using deep learning models.
Benjamin A. Kite, Jason N. Ward, Zhi Zheng
Filed: 4 Aug 21
Utility
Dimensionality reduction for statistical modeling
20 Sep 22
Methods and a system for generating and employing dimensionality-reduction for generating statistical models.
Laurie Croslin Scott
Filed: 17 Jun 15
Utility
Tax-implication payoff analysis
12 Jul 22
Tax payoffs are determined for potential income source exclusions, for potential tax deductions, for potential tax credits, and for other tax implications.
Sandee Astrachan
Filed: 17 Oct 17
Utility
Advice engine
5 Jul 22
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.
Eric Roebuck, Jason Houseworth
Filed: 26 Aug 15
Utility
System, computer program, and method for online, real-time delivery of consumer tax service
31 May 22
A system, a method, and a computer program for performing an online, real-time tax consultation for preparation of a client's taxes by a tax agent, wherein the tax agent is remote from the client, and the system is implemented via an electronic, online application accessible via a communications network.
Mark Ciaramitaro, Kenneth Meade, Jr., Neal Shaw
Filed: 1 Apr 19
Utility
Document fingerprint for fraud detection
5 Apr 22
Embodiments of the invention provide systems and methods of determining the authenticity of a document by creating a document fingerprint from known authentic documents and comparing the document to the document fingerprint.
Eric R. Roebuck
Filed: 30 Jul 19
Utility
Visual item identification and valuation
29 Mar 22
Items are identified and valuated based at least in part on an image that shows a depiction of the one or more items.
Eric R. Roebuck
Filed: 3 Jan 18
Utility
Contextual authentication system
4 Jan 22
A system, a method, and computer-readable media for opportunistically authenticating a taxpayer.
Eric Roebuck
Filed: 19 Dec 14
Utility
Location-based tracking system
7 Dec 21
Described is identifying entities based at least in part on the location of a user device.
Jennifer Acosta, Daniel D. Martin
Filed: 21 Mar 17
Utility
User interface for contextual document recognition
23 Nov 21
Media and method for presenting a user interface for verifying automatically recognized information from forms.
Eric R. Roebuck, Mary Clark, Erik V. Lustig, David Jason Gregory Butler
Filed: 15 Nov 19
Utility
Tax interview with third-party data source integration
16 Nov 21
A method, system, and computer program for presenting a tax interview in preparation for preparing a tax return and, more particularly, to an advanced tax interview engine that integrates with third-party data sources including social networking sites, professional networking sites, credit reports, data aggregators, and other sources so as to minimize the burden on a user.
Mark Ciaramitaro
Filed: 27 Aug 15