Intuit, Inc.

Brett Hellman

Phillip J Ohme

Dante Emilio Cassanego

Kathy Ann Kirkendall

Jeffrey M Wolfe

Teresa Lynn Roberts

Matthew G Rice

Nadeem Mohammed Yusuf Ilkal

Jason Paul Ridge

Eric Young Pan

Retrieving and sending electronic signatures. A document requiring a signature is sent in an electronic message such as an electronic mail or text message from a computing device of a sender to a mobile communication device of the signor. The signor selects or clicks on a hyperlink within the message to launch a browser on the mobile communication device and download an application to the mobile communication device. The application executes to allow the signor to touch a screen of the mobile communication device and generate a signature that is incorporated into the document and transmitted back to the sender. In certain embodiments, an electronic tax return is sent from a sender computer to a client mobile communication device, the signor generates a touch screen signature, and the signed tax return is transmitted to the sender for filing with a tax authority.

Electronic document signatures and signature retrieval involving mobile communication device

Sending electronic messages related to a tax return from a mobile communication device of an accountant or client. Computers having tax preparation programs that are utilized prepare tax returns are synchronized with a host computer. A browser executes on a mobile communication device and a web application on the second computer executes to display a client list. A client is selected, and the web application presents an interface including tax return data of the selected client on the mobile communication device. The interface includes an icon or object that when selected generates a message window that may be at least partially automatically populated. A message may be typed in the window and sent from the mobile communication device. For example, the accountant may send a self-addressed message to a computer utilized to prepare the tax return, or the client may send the accountant a message.

Systems and methods for generating and sending electronic messages related to a tax return

A method allowing a professional service provider to access client data stored in an online account without storing confidential account information by the professional service provider. In particular, the service provider may register the relationship with the client in a third party information transfer framework where the client approves such registration and download the data from the online account using the confidential account information in a temporary manner. The client data may be stored in a repository available to the service provider based on the relationship registration. In an example, a professional tax preparation software may include functionality to check for newly downloaded client data within the third party information transfer framework, notifying a tax accountant (i.e., the service provider), and may provide a one click access to import the client data directly into the client tax return.

Third party information transfer

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Mountain View, CA, United States of America

Brett Hellman