Systems for allocating resources based on electronic tax return preparation program user characteristics

US10740853B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• William T. Laaser · Palo Alto, US
• Jonathan Goldman · Mountain View, US
• Massimo Mascaro · San Diego, US
• Luis Felipe Cabrera · Bellevue, US

Key dates

• Filing date: Apr 28, 2015
• Grant date: Aug 11, 2020
• Expiry date: Aug 2, 2036

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q30/0269
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A computer analytic system for allocating resources of an electronic tax return preparation system, the system includes an information module configured to collect taxpayer data of a user, the taxpayer data including an indicator of an increased likelihood that the user will abandon the electronic tax return preparation program. The system also includes a memory module configured to store the collected taxpayer data. The system further includes a retention module configured to analyze the collected taxpayer data and generate a resource allocation recommendation based on the collected taxpayer data.