Other

Block, Inc.

Philip M Parker

Andrew Gertig

Technology is described for managing a user account. An example method includes: a payment service system (PSS) receiving payroll funds for a user having an account with the PSS, and generating a tax payment account on behalf of the user. The PSS determines an amount of the payroll funds (or other income funds) to divert to the tax payment account based on tax liability information. Furthermore, the PSS determines, based on transaction information associated with the user account, a modified amount of the income funds to divert to the tax payment account, and the PSS causes the modified amount of the payroll funds to be diverted to the tax payment account.

Automatic tax account management

Technology is described for implementing and managing loans made against projected tax refunds. In one example, a payment service system receives a request for a loan against an expected tax refund for a user. The payment service system can determine a confidence score for loan repayment and can generate an offer for the loan based on the confidence score. Upon acceptance of the offer, the user can be provided with funds for the loan.

Tax refund loan management platform

The present invention provides for the automatic authoring, marketing, and/or distributing of title material. A computer automatically authors material. The material is automatically formatted into a desired format, resulting in a title material. The title material may also be automatically distributed to a recipient. Meta material, marketing material, and control material are automatically authored and if desired, distributed to a recipient. Further, the title material may be authored on demand, such that it may be in any desired language and with the latest version and content.

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San Diego, CA, United States of America

Philip M Parker