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1. 发明授权

US10515422B2 Network-based synchronization system and method 有权
公开(公告)号：US10515422B2
公开(公告)日：2019-12-24
申请号：US14993766
申请日：2016-01-12
申请人： INTUIT INC.
发明人： Varadarajan Sriram , Ashpak Salim Shaikh , Harsimran S. Badwal , Vitaliy Igorevich Lee , Brian Joon Chung , Joshua David Ackerman , Caitlin Elizabeth Flint , Michael Albert Miljour , Karla Julietta Uribe , Carol Ann Howe , Robert E. Bamford
IPC分类号： G06Q40/00 , G06K9/18 , H04N7/18
摘要： A network-based synchronization system includes a server executing an electronic tax preparation program. The server is in communication with first and second computing devices through first and second networks. The first computing device utilizes the electronic tax preparation program. The second computing device is a mobile communication device including an image acquisition component and a mobile application executing thereon. The server, and the first and second computing devices are cooperatively operable through the first and second networks to synchronize the electronic tax preparation program and the mobile application based at least in part upon data acquired by the image acquisition component. The server receives the data acquired by the image acquisition component and transmits the data to the first computing device to synchronize the mobile application and the electronic tax preparation program.

2. 发明授权

US10861106B1 Computer generated user interfaces, computerized systems and methods and articles of manufacture for personalizing standardized deduction or itemized deduction flow determinations 有权
公开(公告)号：US10861106B1
公开(公告)日：2020-12-08
申请号：US14996171
申请日：2016-01-14
申请人： INTUIT INC.
发明人： Sharon E. Hunt , Yao H. Morin , Alexis Hartford , Brian Lyle Hofmaister , Andrew Roe , Varadarajan Sriram , Sylvia R. Knust , Thai D. Dang , Robert E. Bamford , Carol Ann Howe
IPC分类号： G06Q40/00
摘要： Computing systems, computer-implemented methods, articles of manufacture for making personalized assessments regarding whether a taxpayer should be presented with a standardized flow of interview screens, questions or topics, or with an itemized deduction flow of interview screens, questions or topics. This assessment is made utilizing a generated user interface and analytic data elements that generate outputs that reflect the taxpayer's data, e.g., in the form of ranges of numerical data that are based on the taxpayer's data. User interface elements representing response options in the form of range data may be selected by the user without entering specific electronic tax return data for the purpose of making standardized v. itemized determinations and to determine which questions or topics can be bypassed.

3. 发明申请

US20160125552A1 METHODS, SYSTEMS AND COMPUTER PROGRAM PRODUCTS FOR COLLABORATIVE TAX RETURN PREPARATION 审中-公开
标题翻译：方法，系统和计算机程序产品进行协调回报准备
公开(公告)号：US20160125552A1
公开(公告)日：2016-05-05
申请号：US14528719
申请日：2014-10-30
申请人： Intuit Inc.
发明人： Avanish C. Pathak , Gaurav Doon , Robert E. Bamford , Vijoy J. Caro , Nikolaos Ioannou
IPC分类号： G06Q40/00
CPC分类号： G06Q40/123
摘要： A computer-implemented method for collaboratively preparing an electronic tax return includes a host computer receiving a request from a first user for a collaborative tax preparation session through tax preparation software utilized by the first user to prepare an electronic tax return. The method also includes the host computer sending a message through a second network to a second computing device of a second user, inviting the second user to participate in the collaborative tax preparation session with the first user. The method further includes the host computer receiving a reply from the second computing device, including agreement by the second user to participate in the session. Moreover, the method includes the host computer establishing the collaborative tax preparation session. During the collaborative tax preparation session, the host computer receives tax-related information from the second computing device, and sends the received tax-related information to the first computing device.
摘要翻译：用于协同准备电子报税表的计算机实现的方法包括主计算机，其接收来自第一用户的用于通过由第一用户使用的准备软件的准备电子退税的合作税务准备会话的请求。该方法还包括主计算机通过第二网络向第二用户的第二计算设备发送消息，邀请第二用户参与与第一用户的协作性税务准备会话。该方法还包括主计算机从第二计算设备接收回复，包括第二用户参与会话的协议。此外，该方法包括主计算机建立合作税务准备会话。在合作税务准备期间，主计算机从第二计算设备接收税收相关信息，并将收到的与税收有关的信息发送到第一计算设备。

4. 发明申请

US20200184571A1 NETWORK-BASED SYNCHRONIZATION SYSTEM AND METHOD 审中-公开
公开(公告)号：US20200184571A1
公开(公告)日：2020-06-11
申请号：US16704132
申请日：2019-12-05
申请人： Intuit Inc.
发明人： Varadarajan Sriram , Ashpak Salim Shaikh , Harsimran S. Badwal , Vitaliy Igorevich Lee , Brian Joon Chung , Joshua David Ackerman , Caitlin Elizabeth Flint , Michael Albert Miljour , Karla Julietta Uribe , Carol Ann Howe , Robert E. Bamford
IPC分类号： G06Q40/00 , H04N7/18 , G06K9/18
摘要： A network-based synchronization system includes a server executing an electronic tax preparation program. The server is in communication with first and second computing devices through first and second networks. The first computing device utilizes the electronic tax preparation program. The second computing device is a mobile communication device including an image acquisition component and a mobile application executing thereon. The server, and the first and second computing devices are cooperatively operable through the first and second networks to synchronize the electronic tax preparation program and the mobile application based at least in part upon data acquired by the image acquisition component. The server receives the data acquired by the image acquisition component and transmits the data to the first computing device to synchronize the mobile application and the electronic tax preparation program.

5. 发明授权

US09412017B1 Methods systems and computer program products for motion initiated document capture 有权
标题翻译：方法系统和计算机程序产品，用于运动启动文档捕获
公开(公告)号：US09412017B1
公开(公告)日：2016-08-09
申请号：US14144354
申请日：2013-12-30
申请人： Intuit Inc.
发明人： Nankun Huang , Carol Howe , Christopher M. Dye , Robert E. Bamford
IPC分类号： G06K9/00
CPC分类号： G06Q40/123 , G06F3/0488 , G06F3/167 , G06F17/243 , G06K9/00228 , G06K9/00449 , G06K9/03 , G06K9/20 , G06T7/004 , G06T11/60 , G06T2207/10004 , G06T2207/30201 , G06T2210/22 , H04N5/232
摘要： A computing device acquires a video of a tax document utilizing a video camera such as a webcam. The video is analyzed to detect a first motion of the tax document, such as sufficient shaking or movement of the tax document, satisfying first pre-determined criteria that results in the computing device being prompted or requested by the user to take an image of the tax document. After the first pre-determined criteria has been satisfied, the user is instructed to hold the tax document steady. Subsequent video frames are analyzed to detect a second motion or the tax document being sufficiently still or steady, in response to which an image of the tax document is acquired and processed to extract data of the tax document from the acquired image and populate corresponding fields of the electronic tax return.
摘要翻译：计算设备使用诸如网络摄像机的摄像机来获取税收文件的视频。分析视频以检测税务文件的第一动作，例如税务文件的充分摇动或移动，满足导致计算设备被提示或请求的第一预定标准，以便用户拍摄图像税务文件。在第一个预先确定的标准得到满足后，用户被指示持有税务文件。分析随后的视频帧以检测第二动作或税务文件足够静止或稳定，响应于此，获取并处理税务文件的图像以从所获取的图像提取税务文件的数据并填充相应的字段电子报税表。

6. 发明授权

US11145004B2 Network-based synchronization system and method 有权
公开(公告)号：US11145004B2
公开(公告)日：2021-10-12
申请号：US16704132
申请日：2019-12-05
申请人： Intuit Inc.
发明人： Varadarajan Sriram , Ashpak Salim Shaikh , Harsimran S. Badwal , Vitaliy Igorevich Lee , Brian Joon Chung , Joshua David Ackerman , Caitlin Elizabeth Flint , Michael Albert Miljour , Karla Julietta Uribe , Carol Ann Howe , Robert E. Bamford
IPC分类号： G06Q40/00 , G06K9/18 , H04N7/18
摘要： A network-based synchronization system includes a server executing an electronic tax preparation program. The server is in communication with first and second computing devices through first and second networks. The first computing device utilizes the electronic tax preparation program. The second computing device is a mobile communication device including an image acquisition component and a mobile application executing thereon. The server, and the first and second computing devices are cooperatively operable through the first and second networks to synchronize the electronic tax preparation program and the mobile application based at least in part upon data acquired by the image acquisition component. The server receives the data acquired by the image acquisition component and transmits the data to the first computing device to synchronize the mobile application and the electronic tax preparation program.

7. 发明授权

US10037581B1 Methods systems and computer program products for motion initiated document capture 有权
公开(公告)号：US10037581B1
公开(公告)日：2018-07-31
申请号：US15222853
申请日：2016-07-28
申请人： INTUIT INC.
发明人： Nankun Huang , Carol Howe , Christopher M. Dye , Robert E. Bamford
IPC分类号： G06K9/00 , G06Q40/00 , H04N5/232 , G06F17/24 , G06F3/0488 , G06F3/16 , G06T7/00 , G06T11/60
CPC分类号： G06Q40/123 , G06F3/0488 , G06F3/167 , G06F17/243 , G06K9/00228 , G06K9/00449 , G06K9/03 , G06K9/20 , G06T7/70 , G06T11/60 , G06T2207/10004 , G06T2207/30201 , G06T2210/22 , H04N5/232
摘要： A computing device acquires a video of a tax document utilizing a video camera such as a webcam. The video is analyzed to detect a first motion of the tax document, such as sufficient shaking or movement of the tax document, satisfying first pre-determined criteria that results in the computing device being prompted or requested by the user to take an image of the tax document. After the first pre-determined criteria has been satisfied, the user is instructed to hold the tax document steady. Subsequent video frames are analyzed to detect a second motion or the tax document being sufficiently still or steady, in response to which an image of the tax document is acquired and processed to extract data of the tax document from the acquired image and populate corresponding fields of the electronic tax return.

8. 发明授权

US09990544B1 Data accuracy in OCR by leveraging user data and business rules to improve data accuracy at field level 有权
公开(公告)号：US09990544B1
公开(公告)日：2018-06-05
申请号：US15086407
申请日：2016-03-31
申请人： Intuit Inc.
发明人： Karla Julietta Uribe , Robert E. Bamford , Massimo Mascaro , Michael Miljour , Horace Chan , Greg Coulombe , Sheldon Porcina , Carol Ann Howe , Kasey L. Matthews , Vitaliy Lee , Brian J. Chung , Varadarajan Sriram
IPC分类号： G06K9/00 , G06Q40/00
CPC分类号： G06K9/00469 , G06Q40/123
摘要： A method and system provides augmented OCR data to a user of a financial system. The method and system include receiving image data related to an image of a financial document of the user and generating OCR data based on the image data. The method and system further include receiving financial data related to the financial document, analyzing the financial document, and generating the augmented OCR data based on the OCR data and the financial data.

9. 发明授权

US10997671B2 Methods, systems and computer program products for collaborative tax return preparation 有权
公开(公告)号：US10997671B2
公开(公告)日：2021-05-04
申请号：US14528719
申请日：2014-10-30
申请人： Intuit Inc.
发明人： Avanish C. Pathak , Gaurav Doon , Robert E. Bamford , Vijoy J. Caro , Nikolaos Ioannou
IPC分类号： G06Q10/00 , G06Q40/00
摘要： A computer-implemented method for collaboratively preparing an electronic tax return includes a host computer receiving a request from a first user for a collaborative tax preparation session through tax preparation software utilized by the first user to prepare an electronic tax return. The method also includes the host computer sending a message through a second network to a second computing device of a second user, inviting the second user to participate in the collaborative tax preparation session with the first user. The method further includes the host computer receiving a reply from the second computing device, including agreement by the second user to participate in the session. Moreover, the method includes the host computer establishing the collaborative tax preparation session. During the collaborative tax preparation session, the host computer receives tax-related information from the second computing device, and sends the received tax-related information to the first computing device.

10. 发明授权

US09916627B1 Methods systems and articles of manufacture for providing tax document guidance during preparation of electronic tax return 有权
公开(公告)号：US09916627B1
公开(公告)日：2018-03-13
申请号：US14266512
申请日：2014-04-30
申请人： Intuit Inc.
发明人： Nankun Huang , Carol A. Howe , Robert E. Bamford , Christopher M. Dye
IPC分类号： G06Q40/00
CPC分类号： G06Q40/123
摘要： Computer-implemented methods, systems and computer program products for directing a current user of a tax preparation application to a portion of the current user's tax document. Images of tax documents of other or prior users are received, and a tax document image is selected. Tax data within the selected tax document image is redacted from the image to generate an image of a template of a tax document. Sections or interface elements of interview screens generated by the tax preparation program are mapped to sections of the template. When the current user selects an interface element such as a field, a pre-determined or selected portion of the template image is presented through the tax preparation application to the current user. The particular field mapped to the particular selected interface element may be identified or highlighted.

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