U.S. federal trademark · Serial No. 99931428
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Tracking, comparing and monitoring employee expenses for others for cost accounting purposes; Invoicing; Accounting services; Business information and accounting advisory services; Administration, billing and reconciliation of accounts on behalf of others; Financial statement preparation and analysis for businesses; Business consulting services in the field of process and workflow management, organizational structure, and staffing assessment; Tax and taxation planning, advice, information and consultancy services; Payroll administration and management services; Payroll processing services; Family office services in the nature of accounting services; Database management; Outsourcing services; Outsource service provider in the field of business management; Preparing financial reports for others
Bill payment services; Cash management; Financial advice relating to tax; Banking services; Savings account services; Checking account services; Payment processing services, namely, credit card and debit card transaction processing services; Electronic transfer of money; Financing of loans; Mortgage financing services; Financial services, namely, mortgage planning; Money transfer
Providing temporary use of on-line non-downloadable software for accounting and cash management; Providing temporary use of on-line non-downloadable software for accounting, payroll administration, data management, all of the foregoing used in high net worth, ultra-high net worth, family office, wealth management, property management, and business management environments; Providing temporary use of on-line non-downloadable software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; Providing temporary use of on-line non-downloadable software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.