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. 22, 2019

Filed:

Jun. 25, 2008
Applicants:

N. Frank Swierz, Iii, Saline, MI (US);

Brian D. Vroom, Ann Arbor, MI (US);

Jonathan A. Baron, Dexter, MI (US);

Inventors:

N. Frank Swierz, III, Saline, MI (US);

Brian D. Vroom, Ann Arbor, MI (US);

Jonathan A. Baron, Dexter, MI (US);

Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06F 17/22 (2006.01); G07F 19/00 (2006.01); G07F 17/00 (2006.01); G06Q 20/14 (2012.01); G06Q 40/02 (2012.01); G06Q 40/00 (2012.01); G06Q 20/10 (2012.01); G06Q 20/20 (2012.01); G06Q 10/10 (2012.01); G06Q 30/04 (2012.01);
U.S. Cl.
CPC ...
G06Q 20/14 (2013.01); G06Q 10/10 (2013.01); G06Q 20/10 (2013.01); G06Q 20/207 (2013.01); G06Q 30/04 (2013.01); G06Q 40/00 (2013.01); G06Q 40/02 (2013.01); G06Q 40/12 (2013.12); G06Q 40/123 (2013.12);
Abstract

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.


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