The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Oct. 09, 2018

Filed:

Oct. 31, 2014
Applicant:

Intuit Inc., Mountain View, CA (US);

Inventors:

Safia Ata Ali, San Francisco, CA (US);

Marc Attinasi, Encinitas, CA (US);

Heather Daggett, San Diego, CA (US);

Phillip J. Ohme, San Diego, CA (US);

Assignee:

Intuit Inc., Mountain View, CA (US);

Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/123 (2013.12);
Abstract

A method and system include reducing a presentation of less-relevant questions to a user of a tax return preparation system to personalize a tax return preparation interview process for the user, according to one embodiment. The method and system include providing a number user experience elements to a user to select from, according to one embodiment. The method and system include receiving selected ones of the number of user experience elements from the user interface, according to one embodiment. The method and system include prioritizing questions of the tax return preparation interview process, by relevance to the user, based at least partially on the selected ones of the number of user experience elements, according to one embodiment. The method and system include delivering relevant ones of the questions to the user through the user interface to progress the user through the tax return preparation interview process, according to one embodiment.


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