Mobile data import for a financial return
US8744948B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Jan 11, 2012 |
| Grant date | Jun 3, 2014 |
| Priority date | — |
| Expiry date | Mar 28, 2032 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method for obtaining financial data for use in a financial return of a tax paying entity, including: obtaining credentials of the tax paying entity; determining, by a computer processor, that the financial data is available for download from a data provider; sending a first text message to a mobile device of the tax paying entity indicating that the financial data is available for download; receiving, from the mobile device, a second text message requesting to import the financial data into the financial return; sending, to the data provider, a request to download the financial data, where the request includes the credentials; downloading, after sending the request, the financial data into a data repository; and sending, after downloading the financial data, the financial data to a tax preparation application, where the financial data is imported by the tax preparation application into the financial return.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.