Thomson Reuters Global Resources Unlimited Company

Thomson Reuters Global Resources

Brian D Vroom

Jonathan A Baron

N Frank Swierz, Iii

Mark Powell

Stephen G Perreault

Stephanie Jeanne Black

Kenneth A Koskay

Todd R Denlinger

Greg Poirier

Randall Loughridge

Fred Leicher

Jon Baron

The present invention provides an accounting software application and related system and method for generating and presenting unfileable tax documents to clients for review and upon approval and payment converting the unfileable tax document into a final, fileable document for filing with a tax entity by either the service provider or the client. Watermarks, obscuring text, and other techniques may be employed to render draft tax documents unfileable so as to promote payment of services when presenting work product, such as tax returns, electronically to clients and confirming payment by the client prior to presenting or making accessible a fileable version of the document.

System and method for online bill payment

The present invention provides software and a method and system of efficient source document data entry and data association. More particularly, the present invention relates to a software module which receives source documents and recognizes or extracts information from the documents or associated files for use in populating fields of related or derivative documents or screens to facilitate accurate transfer of data. The invention also allows for ease in confirming the accuracy of the extracted or imported data by comparison with the source document either directly by a person or through automated or semi-automated procedures.

Method and system for source document data entry and form association

The present invention relates to software and a method of use for implementing workflows and managing engagements and staff. More particularly, the present invention relates to a software module tracking data of staff, engagements and workflows and a method of using such data in the management of staff and assignment of tasks. Information concerning employees is input into a database by the manager and the employees, and is tracked therein. The information concerning an employee includes an employee's availability, ability and experience. Workflow/Task information is input into the database when either a client makes a request for service of the business, or a workflow/task internal to the business is needed to be performed. Task information includes the nature of the work and deadlines. Task information is compared to the employee information. A list is automatically generated naming the employees best suited to the mandate of the task. The manager then chooses a name from the top of the list and assigns the task to that employee.

Method and system for implementing workflows and managing staff and engagements

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Ann Arbor, MI, United States of America

Brian D Vroom