Intuit, Inc.

Aaron Brady

Joseph William Wells, Iii

Marni Berger

John P Catrett

Soojin Jeong Lim

Kristin Ann Carter

David R Banks

Ariege Misherghi

Jeffrey J Harvey

A system and method for managing alerts analyzes financial data received from multiple sources according to financial rules associated with a client consumer. Financial data not meeting one or more conditions of the financial rules is organized and presented to a financial professional managing the financial data on behalf of the client consumer. Some conditions of some financial rules are learned, based on events relating to the financial data. Some financial rules are performed for more than one client, while others are specific to a particular client.

System and method for proactively managing alerts

A system for tax planning with legislation conformance options comprises one more processors coupled to a memory. The memory stores instructions executable by the processors to implement a tax planner configured to receive data exported from a tax return preparation tool. The tax planner receives input indicating whether a tax projection to be prepared using the data is to include an impact of specified tax legislation. If the input indicates that the tax projection is to include the impact of the specified legislation, the tax planner is configured to include the impact of the specified legislation in the tax projection without requiring data to be re-exported from the tax return preparation tool. If the input indicates that the tax projection is to exclude the impact of the specified legislation, the tax planner is configured to prepare the tax projection without including the impact of the specified legislation.

System and method for preparing a tax liability projection

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McKinney, TX, United States of America

Aaron Brady