U.S. federal trademark · Serial No. 99849128
Software as a service (SaaS) featuring software for customer relationship management; software as a service (SaaS) featuring software for providing secure online portals for clients to access and manage financial and tax-related documents and information; software as a service (SaaS) featuring software for tracking and managing tax return preparation workflows; software as a service (SaaS) featuring software using artificial intelligence for analyzing financial and tax data to identify required documentation and assist in preparation of tax returns for review by professionals; software as a service (SaaS) featuring software for investment portfolio analysis and financial reporting; software as a service (SaaS) featuring software for estate planning document organization and workflow management; software as a service (SaaS) featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; software as a service (SaaS) featuring software for compliance management, supervision, and recordkeeping for registered investment advisory firms
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