Location History:
- Frisco, TX (US) (2012 - 2020)
- Plano, TX (US) (2023)
Company Filing History:
Years Active: 2012-2023
Title: The Innovations of Steven Karl Wheelis
Introduction
Steven Karl Wheelis is an accomplished inventor based in Frisco, TX (US). He has made significant contributions to the field of technology, particularly in the area of document management and tax preparation systems. With a total of 4 patents to his name, Wheelis continues to push the boundaries of innovation.
Latest Patents
One of his latest patents is focused on a virtual storage interface. This invention involves generating a storage interface that includes receiving a request for documents, detecting an accounting workflow type corresponding to the request, and identifying a document organizational structure that matches the accounting workflow type. The virtual storage interface is built using an index on the documents and is presented according to the document organizational structure.
Another notable patent is for systems, methods, and articles for automating access to tax documents for preparing an electronic tax return. This system automatically accesses tax documents from various sources, such as financial institutions where the taxpayer has accounts. It analyzes prior year tax returns to identify necessary tax documents and generates requests for the taxpayer to provide account credentials. The system then accesses and converts the tax documents into a standard data structure for seamless integration into a tax return.
Career Highlights
Steven Wheelis is currently employed at Intuit, Inc., a company renowned for its financial software solutions. His work at Intuit has allowed him to develop innovative technologies that simplify complex processes for users.
Collaborations
Throughout his career, Wheelis has collaborated with talented individuals, including Ronald G Starling, II and Lior Y Sharon. These collaborations have contributed to the advancement of his projects and the successful implementation of his inventions.
Conclusion
Steven Karl Wheelis exemplifies the spirit of innovation through his patents and contributions to technology. His work continues to impact the fields of document management and tax preparation, showcasing the importance of creativity in solving real-world problems.