Automatic document analysis filtering, and matching system
US11238540B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Dec 5, 2017 |
| Grant date | Feb 1, 2022 |
| Priority date | — |
| Expiry date | Aug 2, 2038 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/123
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Methods, systems, and apparatus for automatically obtaining tax documents. The system includes a taxpayer client device and a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to receive, from the taxpayer client device, authentication data for a third party database. The server is configured to access the third party database using the authentication data. The server is configured to receive a document from the third party database and automatically determine whether the document corresponds to a tax return item from the list of tax return items. The server is configured to automatically store the document when the document corresponds to one of the tax return items from the list of tax return items.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.