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Intuit Inc
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Intuit Inc patents


Recent patent applications related to Intuit Inc. Intuit Inc is listed as an Agent/Assignee. Note: Intuit Inc may have other listings under different names/spellings. We're not affiliated with Intuit Inc, we're just tracking patents.

ARCHIVE: New 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 | Company Directory "I" | Intuit Inc-related inventors


Extending object-schema-based application programming interfaces (apis)

The present disclosure relates to extending object-schema-based application programming interfaces (APIs). According to one embodiment, a method generally includes receiving, from a user, a schema defining an extension to the API and a reference to a parent node in a graph projection of the API. An API system updates the... Intuit Inc

Adding accessibility properties to a software application

Techniques are disclosed for automatically adding accessibility properties to an application. One embodiment includes a method for adding accessibility. The method includes, for at least a first interface control provided by a first software application, the first interface control including a set of one or more accessibility properties: determining a... Intuit Inc

Lean parsing: a natural language processing parsing domain-specific languages

A method and system parses natural language in a unique way, determining important words pertaining to a text corpus of a particular genre, such as tax preparation. Sentences extracted from instructions or forms pertaining to tax preparation, for example are parsed to determine word groups forming various parts of speech,... Intuit Inc

Optical character recognition utilizing hashed templates

Techniques are disclosed for performing optical character recognition (OCR) by identifying a template based on a hash of a document. One embodiment includes a method for identifying a template associated with an image. The method includes receiving a digital image, a portion of the image depicting a first document, and... Intuit Inc

Identification of duplicate copies of a form in a document

Aspects of the present disclosure provide methods and apparatuses for detecting duplicate copies of a form in an image of a document. An exemplary method generally includes obtaining a first digital image of a document, performing one or more transformations on the first digital image, determining one or more rectangles... Intuit Inc

Performing optical character recognition using spatial information of regions within a structured document

Techniques are disclosed for facilitating optical character recognition (OCR) by identifying one or more regions in an electronic document to perform the OCR. For example a method for identifying information in an electronic document includes obtaining a set of training documents for each template of a plurality of templates for... Intuit Inc

Computer-implemented preparing compliance forms to meet regulatory requirements

Computer-implemented systems, methods and articles for preparing and/or submitting a plurality of different types of compliance forms for submission to a regulatory agency. The system includes a computing device, a data store, and a compliance form software program executable by the computing device. The compliance program includes a universal calculation... Intuit Inc

Method and system for improving content searching in a question and answer customer support system by using a crowd-machine learning hybrid predictive model

A method and system improves content searching in a question and answer customer support system by using a crowd-machine learning hybrid predictive model, according to one embodiment. The question and answer customer support system determines which customer support content to provide to users by using the hybrid predictive model, according... Intuit Inc

Method and system for integrating discrete invoices into a personal financial management and bill payment system and then aggregating discrete invoices having the same payee business into a single payment transfer transaction

Invoice related financial transaction data is obtained and integrated into a personal financial management and bill payment system. Then all requested invoice payments associated with invoices represented in the invoice related financial transaction data having the same payee business are identified and collected into aggregated first payee business invoice payment... Intuit Inc

Method and system for integrating discrete invoices into a personal financial management and bill payment system and then aggregating discrete invoices having the same payor user and the same payee business into a single payment due item for processing

Invoice related financial transaction data is obtained and integrated into a personal financial management and bill payment system. All invoices represented in the invoice related financial transaction data having the same payor user of the personal financial management and bill payment system and the same payee business are then identified... Intuit Inc

Method and system for identifying and addressing potential fictitious business entity-based fraud

Methods and systems of the present disclosure include identifying and addressing potential fictitious business entity-based fraud, according to one embodiment. The methods and systems identify fictitious business entities associated with fraudulent tax return filings, in one embodiment. According to one embodiment, the methods and systems acquire data associated with an... Intuit Inc

Method and system for facilitating the identification and prevention of potentially fraudulent activity in a financial system

Account takeover and stolen identity refund fraud are types of Internet-centric crime (i.e., cybercrime) that include the unauthorized access or use of a user account or identity information to file a tax return in order to obtain a tax refund and/or tax credit from, for example, a state or federal... Intuit Inc

Method and system for identifying and addressing potential account takeover activity in a financial system

Account takeover is one of a number of types of Internet-centric crime (i.e., cybercrime) that includes the unauthorized access/use of a user's account with the user's identity or credentials (e.g., username and/or password). Because fraudsters acquire user credentials through phishing, spyware, or malware scams, it can be difficult to detect... Intuit Inc

Method and system for integrating invoice related financial transaction data into a personal financial management and bill payment system to more accurately identify and categorize tax related financial transactions

Invoice related financial transaction data is obtained and integrated into a personal financial management and bill payment system. The integrated invoice related financial transaction data is then analyzed to identify and extract additional invoice related financial transaction data, such as Level-3 financial transaction data, included in the invoice related financial... Intuit Inc

Computerized tax return preparation system and computer generated user interfaces for tax topic completion status modifications

A modular, computerized tax return preparation application engine including modular tax logic engine and interface controller components loosely coupled to each other and a modular completion monitor. Modular tax logic engine receives runtime data of the tax return and generates a first non-binding suggestion involving a tax topic that is... Intuit Inc

Label and field identification without optical character recognition (ocr)

Systems of the present disclosure allow fields and labels to be identified in a digital image of a form without performing OCR. A digital image of a form can be partitioned into image segments using computer-vision image-segmentation techniques. Features for each image segment can be extracted using computer-vision feature-detection methods.... Intuit Inc

Optical character recognition (ocr) accuracy by combining results across video frames

The present disclosure relates to optical character recognition using captured video. According to one embodiment, using a first image in stream of images depicting a document, the device extracts text data in a portion of the document depicted in the first image and determines a first confidence level regarding an... Intuit Inc

Visual regression testing tool

Techniques are disclosed for performing visual regression testing for a software application. In one embodiment, a regression testing tool identifies a first collection of web pages from a first version of the application, and captures an image of each identified web page. The regression testing tool identifies, for one or... Intuit Inc

System and selecting data sample groups for machine learning of context of data fields for various document types and/or for test data generation for quality assurance systems

A method and system learns new forms to be incorporated into an electronic document preparation system. The method and system receive form data related to a new form having a plurality of data fields that expect data values based on specific functions. The method and system gather training set data... Intuit Inc

Method and system for automatically extracting relevant tax terms from forms and instructions

A method and system parses natural language in a unique way, grouping words commonly used together in a text corpus relating to one or more forms associated with document preparation, and eliminating less important words determined by frequency of usage and other techniques. Remaining word groups are then refined using... Intuit Inc

System and automatically understanding lines of compliance forms through natural language patterns

A method and system parses natural language in a unique way, determining important words pertaining to a text corpus of a particular genre, such as tax preparation. Sentences extracted from instructions or forms pertaining to tax preparation, for example are parsed to determine word groups forming various parts of speech,... Intuit Inc

System and automatic learning of functions

A method and system learns functions to be associated with data fields of forms to be incorporated into an electronic document preparation system. The functions are essentially sets of operations required to calculate the data field. The method and system receive form data related to a data field that expects... Intuit Inc

System and generating structured representations of compliance forms from multiple visual source compliance forms

A system generates structured compliance form data based on a compliance form having a plurality of data fields. The system includes multiple parsing modules each configured to generate respective parsed form data by analyzing compliance form data related to the compliance form with respective parsing processes. The system includes a... Intuit Inc

Method and system for automatically categorizing financial transaction data

Financial transaction data representing a current financial transaction is processed and divided into financial transaction data segments of one of more words or symbols. A financial transaction data segment in the current financial transaction is assigned a financial transaction data segment score based on an analysis of historical financial transaction... Intuit Inc

Machine learning of context of data fields for various document types

A method and system learns new forms to be incorporated into an electronic document preparation system. The method and system receive form data related to a new form having a plurality of data fields that expect data values based on specific functions. The method and system gather training set data... Intuit Inc

System and automatically generating calculations for fields in compliance forms

A method and system to learn new forms to be incorporated into an electronic document preparation system, or to learn the behavior of existing systems, receive form data related to a new form having a plurality of data fields that expect data values based on specific functions. The method and... Intuit Inc

Method and system for automatically managing secret application and maintenance

Secret application and maintenance policy data is generated for different classes of data. The class of data to be protected is determined and the secret application and maintenance policy data for the determined class of the data to be protected is identified and obtained. Required secrets data representing one or... Intuit Inc

Methods, systems, and articles of manufacture for implementing software application development and releases

Various aspects described herein are directed to a system that develops and manages releases of software applications. The system includes a server-side branch management module to automatically create one or more branches for deployment of a software application release, a deployment repository to store one or more box sets for... Intuit Inc

Defining application programming interfaces (apis) using object schemas

The present disclosure relates to accessing data using dynamically generated application programming interface (API) calls. According to one embodiment, a method generally includes receiving, at a computing system, a data request from a client device. The data request generally identifies a navigable path through a graph projection of the API.... Intuit Inc

Optimizing write operations in object schema-based application programming interfaces (apis)

The present disclosure relates to processing write requests across a plurality of data sources. According to one embodiment, an example method includes determining a navigable path of nodes accessed to satisfy a write request in a graph projection of an application programming interface (API). An API service generates a plurality... Intuit Inc

Transmission of messages based on the occurrence of workflow events and the output of propensity models identifying a future financial requirement

A method for transmitting messages based on the occurrence of workflow events and the output of propensity models identifying a future financial requirement. The method includes generating, based on a propensity model score of a business entity, a classification of a future financial requirement of the business entity. Also, the... Intuit Inc

Optimizing read operations in object schema-based application programming interfaces (apis)

The present disclosure relates to processing read requests to retrieve data from a plurality of data sources. According to one embodiment, an example method includes determining a navigable path of nodes accessed to satisfy a read request based on a graph projection of an application programming interface (API). An API... Intuit Inc

Emotion recognition to match support agents with customers

An application determines an emotional state of a user based on evaluating facial recognition data of the user captured from the user interacting with the application. The application receives a request from the user to initiate a support call. The request identifies the emotional state of the user. The application... Intuit Inc

Method and system for developing and deploying data science transformations from a development computing environment into a production computing environment

A method and system facilitates the development of data science transformations in one programming language and the deployment of the data science transformations in another programming language, according to one embodiment. The method and system preserves relationships, functions, configurations, and characteristics between combinations of data transformations, according to one embodiment.... Intuit Inc

Method and system for integrating business invoices into a personal financial management and bill payment system

Personal financial management and bill payment system user identification data associated with users of a personal financial management and bill payment system and business invoicing system customer identification data associated with customers of user businesses of a business invoicing system is obtained and analyzed to identify users of the personal... Intuit Inc

11/02/17 / #20170316474

Method and system for providing invoices generated through a business invoicing system to a customer user of a personal financial management and bill payment system

When an invoice is generated by a business through a business invoicing system, the invoice data is obtained and analyzed to identify customer identification data associated with, and identifying, the customer of the business to whom the invoice is directed. The customer identification data is then used to search user... Intuit Inc

11/02/17 / #20170316475

Method and system for identifying invoices that are paid through a personal financial management and bill payment system

Financial transaction data representing financial transactions associated with a user of a personal financial management and bill payment system is obtained from, or through, the personal financial management and bill payment system. The financial transaction data is then analyzed to identify payee data representing the payees of financial transactions. The... Intuit Inc

11/02/17 / #20170316506

Detection of aggregation failures from correlation of change point across independent feeds

A method and system detects and addresses abnormalities in a financial management system. The method and system include gathering financial data related to financial transactions of the users of the financial management system and generating profile data related to patterns in the financial transaction data by analyzing the financial transaction... Intuit Inc

11/02/17 / #20170316511

User data augmented propensity model for determining a future financial requirement

A method for determining a future financial requirement of a business entity. The method includes obtaining a propensity model that models how data of a business entity relates to a future financial requirement. Also, the method includes gathering the data of the business entity. The data includes financial data of... Intuit Inc

11/02/17 / #20170316512

Propensity model for determining a future financial requirement

A method for determining a future financial requirement of a business entity. The method includes obtaining a propensity model. The propensity model models how data of the business entity relates to a future financial requirement of the business entity. Also, the method includes gathering the data of the business entity.... Intuit Inc

11/02/17 / #20170316513

Methods, systems and computer program products for facilitating user interaction with tax return preparation programs

A system for facilitating user interaction with a tax return preparation program includes a completion graph parser configured to identify a portion of a tax return completion graph corresponding to a tax topic. The system also includes a query object creator configured to analyze and assign a node in the... Intuit Inc

11/02/17 / #20170317927

Multi gtm based routing to avoid latencies

A method and system provides improved routing efficiency for users of a data management system. The data management system includes a plurality of global traffic managers, local traffic managers, and data centers that store user data. Each data center is related to a respective global traffic manager and a respective... Intuit Inc

11/02/17 / #20170318095

Gateway policy enforcement and service metadata binding

The invention relates to a method for gateway policy enforcement. The method includes receiving configuration data from a services registry. Also, the method includes annotating, based on the configuration data, a plurality of policies with flags. In addition, the method includes binding, using the annotations of the policies, a route... Intuit Inc

11/02/17 / #20170318124

Configuration data as code

A method is provided for providing services gateway configuration data. The method includes receiving, from a services gateway, a request for configuration data. Also, the method includes identifying a first subset of stored configuration data that is responsive to the request. The first subset of the stored configuration data is... Intuit Inc

10/26/17 / #20170308960

Method and system for applying dynamic and adaptive testing techniques to a software system to improve selection of predictive models for personalizing user experiences in the software system

A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and system selects the user experience options by applying... Intuit Inc

10/19/17 / #20170300915

Methods systems and computer program products for verifying consumer identity during transaction

Computerized methods, systems and computer program products for determining how an identity of a consumer can be verified during a transaction involving the consumer and a merchant. Embodiments access and analyze data of an account the consumer has with an online social network to derive a challenge question response options.... Intuit Inc

10/19/17 / #20170300184

Method and system for providing an intuitive and interactive financial transaction categorization display

An uncategorized financial transaction display includes a listing of uncategorized financial transactions and personal and business display regions, the personal uncategorized financial transaction display region being associated with a personal financial transaction category and a business uncategorized financial transaction display region being associated with a business financial transaction category. A... Intuit Inc

10/19/17 / #20170300915

Methods systems and computer program products for verifying consumer identity during transaction

Computerized methods, systems and computer program products for determining how an identity of a consumer can be verified during a transaction involving the consumer and a merchant. Embodiments access and analyze data of an account the consumer has with an online social network to derive a challenge question response options.... Intuit Inc

10/19/17 / #20170300933

Method and system for updating analytics models that are used to dynamically and adaptively provide personalized user experiences in a software system

A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and system selects the user experience options by applying... Intuit Inc

09/14/17 / #20170262361

Dynamic testing based on automated impact analysis

A method for automated software testing may include mapping test cases to lines in files in a codebase. Each test case covers one or more lines in one or more files and has corresponding test results. The method may further include obtaining a change list including one or more changes.... Intuit Inc

08/31/17 / #20170249472

Idps access-controlled and encrypted file system design

A method and system provides access control encryption for a file system. A resource management module manages access to data on a storage container and hosts a virtual file system including files representing the data on the storage container. An access control and encryption module encrypts each of the files... Intuit Inc

08/24/17 / #20170243143

Estimating complex workflow results using representative data points and workflow execution history

The present disclosure relates to generating estimated results of an interactive workflow based on user input of one or more representative data points and results of the interactive workflow for other users. According to one embodiment, a workflow processing system receives a request to estimate a result expected to be... Intuit Inc

08/17/17 / #20170235789

Method and system for personalizing software based on real time tracking of voice-of-customer feedback

Techniques are disclosed for dynamically personalizing application content presented to a user based on “voice-of-customer” feedback, in real-time. As described, the user may provide voice-of-customer feedback characterizing an initial selection of application content presented to the user may be evaluated to identify a set of topics referenced by the voice-of-customer... Intuit Inc

08/17/17 / #20170237756

System and providing a self-monitoring, self-reporting, and self-repairing virtual asset configured for extrusion and intrusion detection and threat scoring in a cloud computing environment

A trigger event monitoring system is provided in one or more virtual assets. One or more trigger parameters, including security threat patterns, are defined and trigger data is generated. The one or more trigger monitoring systems are used to monitor extrusion and intrusion capabilities and self-monitored trigger events that may... Intuit Inc

08/03/17 / #20170220540

Methods, systems, and articles of manufacture for automatic fill or completion for application software and software services

A computing platform identifies one or more characteristics of a user accessing application software or a software service via a user interface and a field to be filled or completed in the user interface of the application software or a software service. The computing platform further determines and presents, at... Intuit Inc

08/03/17 / #20170220681

System and automated domain-extensible web scraping

An automated extensible scraping script is generated for web scraping that is extensible to a plurality of domains. Web sites are classified based on common extracted domain data, further clustering the data based on common navigation structures, and using such commonalities to automate the generation of scraping code based on... Intuit Inc

08/03/17 / #20170221154

Methods, systems and computer program products for masking tax data during collaborative tax return preparation

A system for masking tax data during collaborative preparation of an electronic tax return, the system includes a server computer having a tax return preparation program running thereon. The system also includes a tax return preparation computer having a first browser program running thereon. The system further includes a support... Intuit Inc

07/27/17 / #20170213294

Methods, systems and computer program products for calculating an estimated result of a tax return

A system for calculating an estimated result during preparation of an electronic tax return includes a server computer having a predictive model, and a tax return preparation computer having an electronic tax return preparation program. The server computer is configured to obtain a first taxpayer datum and execute the predictive... Intuit Inc

07/13/17 / #20170199859

Dynamic user experience workflow

A method for organizing an application workflow for users that may transmit, to a user device, a first content for a first field of multiple fields. The method may receive, in response to transmitting the first content and from the user device, user data for the first field. The method... Intuit Inc

07/13/17 / #20170200087

Method and system for adjusting analytics model characteristics to reduce uncertainty in determining users' preferences for user experience options, to support providing personalized user experiences to users with a software system

A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options, from a variety of different user experience options, to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and... Intuit Inc

07/13/17 / #20170200235

Network-based synchronization system and method

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... Intuit Inc

06/29/17 / #20170186097

Method and system for using temporal data and/or temporally filtered data in a software system to optimize, improve, and/or modify generation of personalized user experiences for users of a tax return preparation system

A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options, from a variety of different user experience options, to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and... Intuit Inc

06/29/17 / #20170186098

Systems and methods for identifying and explaining errors in the preparation of a payroll tax form using error graphs

Computer-implemented systems, methods and articles for identifying errors in the computerized preparation of a payroll tax form to be submitted to a tax agency. The system includes a computing device, a data store, and a payroll tax form preparation software application executable by the computing device. The payroll tax form... Intuit Inc

06/29/17 / #20170186099

Systems and methods for identifying and explaining schema errors in the computerized preparation of a payroll tax form

Computer-implemented systems, methods and articles for identifying errors in the computerized preparation of a payroll tax form to be submitted to a tax agency. The system includes a computing device, a data store, and a payroll tax form preparation software application executable by the computing device. The payroll tax form... Intuit Inc

06/22/17 / #20170178199

Method and system for adaptively providing personalized marketing experiences to potential customers and users of a tax return preparation system

A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective marketing experience options, from a variety of different marketing experience options, to some users while concurrently testing user responses to other marketing experience options, according to one embodiment. The method and... Intuit Inc

Patent Packs
06/22/17 / #20170178249

Method and system for facilitating identification of fraudulent tax filing patterns by visualization of relationships in tax return data

A method and system provides facilitating identification of fraudulent tax filing patterns. The method and system include receiving historical tax return data and generating a visual representation of the relationships in the tax return data.... Intuit Inc

05/04/17 / #20170123634

Globally scalable solution

A system to configure a software solution involves a system that includes (i) a configuration service executing on a computer processor and configured to select, based on a user attribute of a user, a configurable user interface from multiple configurable user interfaces of the software solution, and select, based on... Intuit Inc

05/04/17 / #20170124168

Feedback loops for managing profile store synchronization issues

The disclosed embodiments provide a system that manages synchronization between a profile store and a source of truth that is used to update the profile store via a real-time link. During operation, the system obtains a first set of attributes from a profile for an entity in the profile store.... Intuit Inc

05/04/17 / #20170124169

Managing synchronization issues between profile stores and sources of truth

The disclosed embodiments provide a system that manages synchronization between a profile store and a source of truth that is used to update the profile store via a real-time link. During operation, the system obtains a first set of attributes from a profile for an entity in the profile store... Intuit Inc

05/04/17 / #20170124184

Method and system for performing a probabilistic topic analysis of search queries for a customer support system

A method and system uses a probabilistic topic model to identify topics that are relevant search query terms received by a customer support system from a user, according to one embodiment. The probabilistic topic model identifies topics that are relevant to the search query terms at least partially based on... Intuit Inc

05/04/17 / #20170124663

Escrow personalization system

Computer systems for escrowing of selected data of an online tax return preparation application for use in executing models such as predictive models to generate tax return topic rankings, which are provided to the online tax return application and displayed to a user and are personalized in that they reflect... Intuit Inc

05/04/17 / #20170126585

Automatically modifying computer parameters as an incentive for complying with data policies

One embodiment of the present invention provides a system for automatically modifying computer parameters as an incentive for complying with data policies. During operation, the system receives, at a computing system, a data policy definition, wherein the data policy definition comprises: one or more metrics associated with data usage, and... Intuit Inc

05/04/17 / #20170126644

Selective encryption of profile fields for multiple consumers

The disclosed embodiments relate to a system that provides a selective encryption technique that encrypts all of the fields in a profile, and selectively enables consumers of the profile information to decrypt specific fields in the profiles. This is accomplished by encrypting each field in the profile using a randomly... Intuit Inc

04/27/17 / #20170118138

Method and system for dynamically unblocking customers in critical workflows using pre-defined unlock codes

Pre-defined unlock codes are generated that are associated with defined access related error codes. When an access issue is encountered, the pre-defined unlock code associated with the received error code is provided to the blocked user. When the blocked user provides the pre-defined unlock code associated with the received error... Intuit Inc

04/13/17 / #20170102989

Method and system for dynamically unblocking customers in critical workflows by pushing community contributed solutions just-in-time when an error is encountered

Error occurrence/recurrence rates from multiple users of a software system are monitored. In one embodiment, log error data and context data associated with a critical issue is provided to a server side repository. When it is detected that a threshold number of users of a software application are facing the... Intuit Inc

04/13/17 / #20170103214

Testing insecure computing environments using random data sets generated from characterizations of real data sets

The disclosed embodiments provide a system that facilitates testing of an insecure computing environment. During operation, the system obtains a real data set comprising a set of data strings. Next, the system determines a set of frequency distributions associated with the set of data strings. The system then generates a... Intuit Inc

03/09/17 / #20170068563

Method and system for enabling self-monitoring virtual assets to correlate external events with characteristic patterns associated with the virtual assets

External events are correlated with patterns of characteristics in virtual assets. Upon detection of a pattern in a different asset that matches a pattern corresponding to an event, that detection is treated as a trigger event, with resulting responsive action(s) and other process operations. Security threats are managed in a... Intuit Inc

02/09/17 / #20170041464

Method and system for call queue messaging

A method for providing messages to a user during a call includes receiving a call from a user. The method may further include retrieving, based on the call, a unique identifier of the user, and placing the user in a call queue in an order defined by when the call... Intuit Inc

02/02/17 / #20170032251

Method and system for applying probabilistic topic models to content in a tax environment to improve user satisfaction with a question and answer customer support system

A method and system applies a probabilistic topic model to content in a tax environment to improve user satisfaction with a question and answer customer support system, according to one embodiment. The probabilistic topic model may be the Latent Dirichlet allocation algorithm or other implementations of probabilistic topic models, according... Intuit Inc

02/02/17 / #20170032319

Undo feature in financial management software

A method for managing a plurality of financial documents using a financial management application (FMA). The method includes performing a plurality of activities of the FMA, recording, in an activity feed, the plurality of activities and metadata describing characteristics of performing the plurality of activities, selecting, in response to a... Intuit Inc

Patent Packs
02/02/17 / #20170032468

Generation of personalized and hybrid responses to queries submitted from within tax return preparation system during preparation of electronic tax return

A hybrid response mechanism for processing queries submitted through an interview screen of a tax preparation application. User submits query through search field of interview screen generated by tax preparation application. Response engine accesses runtime data of electronic tax return stored in data store and generates hybrid response including runtime... Intuit Inc

01/05/17 / #20170004583

Systems, methods and articles for determining tax recommendations

Systems, methods and articles of manufacture for determining tax recommendations for a taxpayer by using a tax calculation graph to identify tax variables that a taxpayer can control and modify. The tax preparation system of comprises a recommendation engine configured to analyze a tax calculation graph which is calculated using... Intuit Inc

01/05/17 / #20170004584

Systems, methods and articles for providing tax recommendations

Systems, methods and articles of manufacture for providing tax recommendations for a taxpayer to a user. A recommendation processing module receives tax recommendation items generated by a recommendation engine. The tax recommendation items include an excerpt of the tax recommendation, meta data, and/or a confidence score which is a measure... Intuit Inc

01/05/17 / #20170004585

Method and system for personalizing and facilitating a tax return preparation interview in a tax return preparation system by using a multi-sectional view of interview content to progress a user through the tax return preparation interview

A method and system personalizes and facilitates an electronic tax return preparation interview in a tax return preparation system, using a multi-sectional view of interview content, according to one embodiment. The method and system displays first user income information at least partially based on user data, and displays characteristics for... Intuit Inc








ARCHIVE: New 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009



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