U.S. federal trademark · Serial No. 99747529
Downloadable mobile applications for for financial and tax management for businesses and individuals, namely, software for aggregating financial account data, tracking and categorizing transactions, automatically identifying tax-deductible expenses based on user profiles, estimating tax liabilities, generating financial and tax reports, and providing personalized financial insights and recommendations.
Analyzing and compiling business data; Preparation of business reports; Provision of business information via global computer networks
Providing a website featuring on-line non-downloadable software that enables users to aggregate financial account data, track and categorize transactions, identify tax-deductible expenses, estimate tax liabilities, generate financial and tax reports, and receive personalized financial insights and recommendations.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.