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.
Patent No.:
Date of Patent:
Aug. 28, 2012
Filed:
Apr. 30, 2008
Patanjali Bhatt, Cupertino, CA (US);
Patanjali Bhatt, Cupertino, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
Embodiments of the present disclosure relate to software for prioritizing client engagements at accounting practices. The disclosure describes various data inputs, a business objectives preference module, an optimization engine, user schedule(s), and, in an embodiment, a database or data warehouse. The optimization engine receives requests for new clients, requests for new projects for existing clients, or the like, receives business objectives, receives a current client engagement schedule and receives various additional input data, preferences, or user settings. The engine outputs an updated client engagement schedule, including, for example, whether undertaking the new client or project is advisable based on some or all of the input data.