Intuit, Inc.

Nikolaos Ioannou

Robert E Bamford

Tristan Cooper Baker

Vijoy J Caro

Avanish C Pathak

Gaurav Doon

Christopher Joel Gast

Patricia Nations

A computer-implemented method for collaboratively preparing an electronic tax return includes a host computer receiving a request from a first user for a collaborative tax preparation session through tax preparation software utilized by the first user to prepare an electronic tax return. The method also includes the host computer sending a message through a second network to a second computing device of a second user, inviting the second user to participate in the collaborative tax preparation session with the first user. The method further includes the host computer receiving a reply from the second computing device, including agreement by the second user to participate in the session. Moreover, the method includes the host computer establishing the collaborative tax preparation session. During the collaborative tax preparation session, the host computer receives tax-related information from the second computing device, and sends the received tax-related information to the first computing device.

Methods, systems and computer program products for collaborative tax return preparation

A method and system provides a personalized question response to a tax-related question that is received from a user of an electronic tax return preparation system, according to one embodiment. The method and system include receiving user data that is associated with the user of the electronic tax return preparation system, according to one embodiment. The method and system include monitoring interactions between the user and a user interface of the electronic tax return preparation system to determine user analytics, according to one embodiment. The method and system include receiving a tax-related question having question content, according to one embodiment. The method and system include determining a question response that satisfies the tax-related question, according to one embodiment. The method and system include providing the question response to the user through the user interface, according to one embodiment.

Method and system for providing personalized responses to questions received from a user of an electronic tax return preparation system

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San Diego, CA, United States of America

Nikolaos Ioannou