Intuit, Inc.

Servicenow, Inc.

Andrew S McDonald

Phillip J Ohme

Caitlin Elizabeth Flint

John Alan Botica

Jason Douglas Aloia

Anthony Michael Arobone

David Thigpen

Caitlin Anne Markham

Techniques related to hosted client management comprising providing a hosted client instance over a network interface for communicatively coupling with a remote client device, the hosted client instance including a first application component for performing a first plurality of actions associated with the hosted client instance and a second application component for performing a second plurality of actions, monitoring, by the first application component, the second application component for an event associated with the second application component, determining that the event impacts the first application component based on one or more dependency tables associated with the second application component, and displaying, in a user interface of the first application component, information related to the event.

Platform-based enterprise technology service portfolio management

An intermediate computer hosts a tax return preparation application and generates an interview screen presented to a preparer through a display of the preparer computing device executing a browser. In response, the preparer acquires images of tax documents to begin preparation of an electronic tax return, e.g., by sequentially taking photographs of tax documents using a camera of a mobile communication device, which transmits the images or results of image processing such as Optical Character Recognition(OCR) to the intermediate computer. The intermediate computer, as necessary, performs OCR processing and automatically populates a plurality of electronic tax forms with the first electronic tax data and the second electronic tax data. The electronic tax return may be completed by tax document imaging and manual corrections to OCR results as necessary, in contrast to traditional tax return preparation applications structured according to a pre-determined and programmed sequence of interview screens.

Computer-implemented methods systems and articles of manufacture for image-initiated preparation of electronic tax return

An intermediate computer hosts a tax return preparation application and generates an interview screen presented to a preparer through a display of the preparer computing device executing a browser. In response, the preparer acquires images of tax documents to begin preparation of an electronic tax return, e.g., by sequentially taking photographs of tax documents using a camera of a mobile communication device, which transmits the images or results of image processing such as Optical Character Recognition (OCR) to the intermediate computer. The intermediate computer, as necessary, performs OCR processing and automatically populates a plurality of electronic tax forms with the first electronic tax data and the second electronic tax data. The electronic tax return may be completed by tax document imaging and manual corrections to OCR results as necessary, in contrast to traditional tax return preparation applications structured according to a pre-determined and programmed sequence of interview screens.

A tax return preparation application generates a first interview screen displayed to a subject taxpayer and requests first input of an image or entry of pre-determined data. Intermediate computer storing electronic tax data of multiple taxpayers determines whether electronic tax data provided or derived based on first input includes a first set for certain fields of an electronic tax form. If so, certain fields are automatically populated and a second, larger set of electronic data is identified and imported from data store to populate additional fields. If not, tax return preparation application generates a second interview screen requesting second input. Additional fields are not populated with data imported from data store when second input confirms that electronic tax data does not include the first set, but may import from data store when second input makes modifications or corrections such that electronic tax data includes the first set.

Computer-implemented methods systems and articles of manufacture for addressing optical character recognition triggered import errors during preparation of electronic tax return

Growing community of inventors

San Diego, CA, United States of America

Andrew S McDonald