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:
Jun. 17, 2014
Filed:
Jul. 31, 2006
Cathy C. Goode, San Diego, CA (US);
Vincent Cheng, San Diego, CA (US);
Barrett D. Saik, Cardiff, CA (US);
Cathy C. Goode, San Diego, CA (US);
Vincent Cheng, San Diego, CA (US);
Barrett D. Saik, Cardiff, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method for providing remote financial assistance involves obtaining a request from a customer for financial assistance, and scheduling an appointment slot selected from multiple appointment slots, based on the request, where the scheduled appointment slot is associated with a financial professional selected from multiple financial professionals, where the multiple financial professionals are geographically dispersed, and where the financial professional provides remote financial assistance to the customer, in the scheduled appointment slot, by inputting financial information associated with the customer into a financial professional online interface.