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SUREPREP LLC
| SUREPREP LLC Patent applications | ||
| Patent application number | Title | Published |
|---|---|---|
| 20100070394 | EFFICIENT WORK FLOW SYSTEM AND METHOD FOR PREPARING TAX RETURNS - A processor-based method for preparing a tax return using multiple service providers. The method includes receiving at a first service provider an image file that includes a plurality of data values and assigning at the first service provider the image file to a form having a plurality of predefined field names, wherein each of the plurality data values belong to one of the plurality of predefined field names. The method also includes receiving at a second service provider the image file and an input form having a plurality of input fields corresponding to the plurality of predefined field names and associating at the second service provider the plurality of data values from the image file with the plurality of input fields. | 03-18-2010 |
| 20090287591 | MULTI-STAGE, MULTI-USER ENGAGEMENT SUBMISSION AND TRACKING PROCESS - A method for submitting information for an engagement is disclosed. The method might include the steps of generating a tracking screen for tracking the submission of a plurality of files, including a tax file and an image file, each file having the same client identification code, receiving the tax file from a first client device, and updating the tracking screen to reflect the submission of the tax file. The method further might include the steps of receiving an image file from a second client device, updating the tracking screen to reflect the submission of the image file, and transmitting the plurality of files to a remote server system. | 11-19-2009 |