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公开(公告)号：US10096064B2
公开(公告)日：2018-10-09
申请号：US12590461
申请日：2009-11-06
申请人： Brian D. Vroom , Jonathan Baron , Fred Leicher
发明人： Brian D. Vroom , Jonathan Baron , Fred Leicher
摘要： The present invention provides software and a method and system of efficient source document data entry and data association. More particularly, the present invention relates to a software module which receives source documents and recognizes or extracts information from the documents or associated files for use in populating fields of related or derivative documents or screens to facilitate accurate transfer of data. The invention also allows for ease in confirming the accuracy of the extracted or imported data by comparison with the source document either directly by a person or through automated or semi-automated procedures.
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2.发明申请公开(公告)号：US20100161460A1
公开(公告)日：2010-06-24
申请号：US12590461
申请日：2009-11-06
申请人： Brian D. Vroom , Jonathan Baron , Fred Leicher
发明人： Brian D. Vroom , Jonathan Baron , Fred Leicher
CPC分类号： G06Q40/02 , G06Q40/123
摘要： The present invention provides software and a method and system of efficient source document data entry and data association. More particularly, the present invention relates to a software module which receives source documents and recognizes or extracts information from the documents or associated files for use in populating fields of related or derivative documents or screens to facilitate accurate transfer of data. The invention also allows for ease in confirming the accuracy of the extracted or imported data by comparison with the source document either directly by a person or through automated or semi-automated procedures.
摘要翻译： 本发明提供了有效的源文档数据输入和数据关联的软件和方法和系统。 更具体地，本发明涉及一种软件模块，其接收源文档并从文档或相关文件中识别或提取信息以用于填充相关或衍生文档或屏幕的字段以促进数据的准确传送。 本发明还允许通过与个人直接由人直接或通过自动或半自动程序与源文档进行比较来容易地确认所提取或导入的数据的准确性。
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公开(公告)号：US10453043B2
公开(公告)日：2019-10-22
申请号：US12215198
申请日：2008-06-25
IPC分类号： G06F17/22 , G07F19/00 , G07F17/00 , G06Q20/14 , G06Q40/02 , G06Q40/00 , G06Q20/10 , G06Q20/20 , G06Q10/10 , G06Q30/04
摘要： The present invention provides an accounting software application and related system and method for generating and presenting unfileable tax documents to clients for review and upon approval and payment converting the unfileable tax document into a final, fileable document for filing with a tax entity by either the service provider or the client. Watermarks, obscuring text, and other techniques may be employed to render draft tax documents unfileable so as to promote payment of services when presenting work product, such as tax returns, electronically to clients and confirming payment by the client prior to presenting or making accessible a fileable version of the document.
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公开(公告)号：US20090327108A1
公开(公告)日：2009-12-31
申请号：US12215198
申请日：2008-06-25
CPC分类号： G06Q20/14 , G06Q10/10 , G06Q20/10 , G06Q20/207 , G06Q30/04 , G06Q40/00 , G06Q40/02 , G06Q40/12 , G06Q40/123
摘要： The present invention provides an accounting software application and related system and method for generating and presenting unfileable tax documents to clients for review and upon approval and payment converting the unfileable tax document into a final, fileable document for filing with a tax entity by either the service provider or the client. Watermarks, obscuring text, and other techniques may be employed to render draft tax documents unfileable so as to promote payment of services when presenting work product, such as tax returns, electronically to clients and confirming payment by the client prior to presenting or making accessible a fileable version of the document.
摘要翻译： 本发明提供了一种会计软件应用及相关系统和方法，用于生成和呈现不可消费的税务文件给客户进行审查，并通过批准和付款将不可靠的税务文件转换为最终的可归档文件，以便由服务提供给税务实体 提供者或客户端。 可以使用水印，模糊文本和其他技术来使税务文件不可靠，以便在向客户提供工作产品（例如报税表），电子地向客户提供服务时，促进服务支付，并在客户提出或使访问之前确认付款 可文档版本的文档。
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