DOCCLEVER

Owner

Goods & Services

Providing information in the field of tax via an interactive website; Tax and taxation planning, advice, information and consultancy services

Design, development, maintenance, and providing temporary use of non-downloadable cloud-based software, SaaS and PaaS featuring software for tax planning, tax calculation, tax return preparation, tax return filing, tax management, tax compliance, financial management, wealth management, budgeting, accounting, and legal services; providing temporary use of non-downloadable electronic databases featuring business and tax forms; providing non-downloadable artificial intelligence-powered software for reading, analyzing, extracting, processing, organizing, managing, and searching information from electronic documents and forms for use in tax planning, tax preparation, tax compliance, tax filing, financial management, accounting, and legal services; providing non-downloadable software and web-based applications utilizing AI, generative AI, and machine learning algorithms for document management and information management relating to legal matters and accounting, tax, and financial management matters; providing non-downloadable AI software for tax, financial management, accounting, and legal service providers; software as a service (SaaS) services offering software utilizing AI to assist in tax planning, financial management, and legal services; providing online non-downloadable software for reviewing, analyzing, tracking, and reporting compliance with tax requirements, regulations, and laws; providing online non-downloadable software for automating tax planning and financial management, developing optimized strategies, generating reporting and analytics, and ensuring compliance with applicable laws; software as a service featuring search engine software; platform as a service enabling users to communicate with professionals in the fields of accounting and taxation; providing temporary use of non-downloadable software featuring interactive personalized tutorials in the field of tax via a website

Advisory services relating to tax planning; financial advice relating to tax planning

Downloadable computer software for tax planning, tax calculation, tax return preparation, tax return filing, tax management, financial management, accounting, and legal information management; downloadable electronic data files and databases, namely, business and tax forms for use with computer software; downloadable artificial intelligence software for tax, financial management, accounting, and legal services; downloadable artificial intelligence software for the compilation of legal information; downloadable software and mobile applications utilizing artificial intelligence, generative artificial intelligence (AI), and machine learning algorithms for use in the fields of tax, financial management, wealth management, budgeting, accounting, and legal services; downloadable software and mobile applications for providing information on tax, financial management, budgeting, accounting, and legal services; downloadable computer application software utilizing generative artificial intelligence (AI) and machine learning algorithms for reading, analyzing, extracting, processing, organizing, managing, and searching information from electronic documents and forms relating to legal matters and accounting, tax, and financial management matters, for managing documents and information related to legal cases, and managing documents and information relating to accounting, tax, and financial management matters; downloadable cloud-based search engine software for use in the fields of tax, financial management, accounting, and tax law; downloadable cloud-based software for database management in the fields of tax, financial management, accounting, and law; tax preparation software

Reviewing standards and practices to assure compliance with financial laws, tax laws, tax requirements, and regulations; compliance consulting services concerning tax-related laws for tax professionals, financial professionals, legal professionals, brokers, businesses, and individuals

Providing educational information about tax, financial management, wealth management, accounting, and the law via a website; arranging and conducting educational courses, workshops, seminars, webinars, training programs, and experiential learning opportunities in the field of tax, financial management, budgeting, accounting, and legal services for youth, adults, the general public, and tax, legal, and financial professionals and distribution of content and materials therewith; providing digital teaching and learning materials and educational information in the field of tax; providing online and in-person interactive learning opportunities, including interactive simulations and case-based scenarios, in the field of tax