Method and apparatus for completing a financial form

US7753258B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Chris Quinn · San Diego, US
• Anthony Creed · San Diego, US
• Elizabeth Nelson · Springfield, US
• Shuang Li · Chongqing, CN
• David W. Bernat · San Diego, US
• Greg Miller · Phillipsburg, US
• Joseph Elwell · San Diego, US
• Jennifer L. Keenan · San Diego, US
• Sue Tritt · San Diego, US
• Joel Kopelioff · San Diego, US
• Qwan T. Pham · San Diego, US
• Jason Char · San Diego, US
• Rodney Sitton · San Diego, US

Key dates

• Filing date: Mar 31, 2006
• Grant date: Jul 13, 2010
• Expiry date: May 13, 2029

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/02
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A system and method for completing a financial form including generating a navigation path by selecting a plurality of financial events, where the navigation path is used as a framework to complete the financial form, selecting a webinar event from the plurality of financial events in the navigation path, where the webinar event is one of the plurality of financial events associated with at least one webinar related to one of the plurality of financial events, and completing at least a portion of the financial form using the at least one webinar.