SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 24 Feb 2024
Last Applicant/ Owned by
1380 Rodick Road
Markham
CA
ON
L3R4G5
Serial Number
86386329 filed on 05th Sep 2014
Registration Number
5293661 registered on 26th Sep 2017
Filing Basis
1. intent to use
2. filed as use application
Disclaimer
NO DATA
DOXIM
Providing on-line non-downloadable computer software for document and content creation for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic document, electronic report, electronic inserts and electronic newsletters creation for financial service providers, accountants, wealth management advisors Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing on-line non-downloadable computer software for document and content creation for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic document, electronic report, electronic inserts and electronic newsletters creation for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for document management of business documents for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic signatures, namely, the generation of electronic signatures and the application of electronic signatures to documents; Providing on-line non-downloadable computer software for customer statement processing job scheduling, tracking and reporting, namely, locally and remotely scheduling jobs, tracking the progression of job activities, and reporting the aforementioned; Providing on-line non-downloadable computer software for creation, management, confirmation and reporting of accounting, financial and business statements; Providing on-line non-downloadable computer software for creation, management, confirmation and reporting of enhanced, aesthetically pleasing, easy to read, and personalized accounting, financial and business statements; Providing on-line non-downloadable computer software for business process management for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for financial analysis and strategy consulting; Providing on-line non-downloadable computer software for project management for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for business process training for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for print output creation, routing and bundling for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non- downloadable computer software for tax form processing, receipt of initial tax related files, preparing tax documents for mailing, and uploading tax documents to an online document repository; Providing on-line non-downloadable computer software for creation of integrated documents for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for automated account opening for client and member onboarding for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for use in integrating marketing of products and services into customer statements for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for cloud computing connection enabling end users to access online products and services hosted by financial service providers, accountants, wealth management advisors and brokerages, namely, electronic documents, electronic reports, electronic inserts, electronic newsletters, automated account openings, and customer statement processing; Providing on-line non-downloadable computer software for document imaging; Providing on-line non-downloadable computer software for messaging; Providing on-line non-downloadable computer software for customer lifecycle communications, namely, communications for account opening, asset transfer, needs assessment and data capture for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for account transfers and account updates; Providing on-line non-downloadable computer software for cheque image capture and processing; Providing on-line non-downloadable computer software for a secure, web-based repository for uploading and sharing board documents, materials and correspondence with board members of an organization; Providing on-line non-downloadable computer software for project review, assessment, adjustment, enhancement to optimize business processes; Providing on-line non-downloadable computer software for accounting and wealth management analysis and strategy consulting; Providing on-line non-downloadable computer software for customer relationship management, namely, for database management and information management for financial service providers, accountants, wealth management advisors, and brokerages; Providing on-line non-downloadable computer software for correspondence, namely, creation and printing of correspondence, and creation of electronic correspondence; Providing on-line non-downloadable computer software for notification, namely, demand notification to an end user of the event of exceeding a financial limit, namely, exceeding a margin for a margin account and exceeding a credit limit; Providing on-line non-downloadable computer software for notification, namely, loan origination; Providing on-line non-downloadable computer software for interactive communication, namely, interactive communication between the provider of the computer software and databases and financial service providers, accountants, wealth management advisors, brokerages and end users of the computer software and databases for customer relationship management
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [009]
Computer & Software Products & Electrical & Scientific Products
Computer software and electronic, downloadable databases for document and content creation for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for electronic document, electronic report, electronic inserts and electronic newsletters creation for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for document management of business documents for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for electronic signatures, namely, the generation of electronic signatures and the application of electronic signatures to documents; Computer software and electronic, downloadable databases for customer statement processing job scheduling, tracking and reporting, namely, locally and remotely scheduling jobs, tracking the progression of job activities, and reporting the aforementioned; Computer software and electronic, downloadable databases for creation, management, confirmation and reporting of accounting, financial and business statements; Computer software and electronic, downloadable databases for creation, management, confirmation and reporting of enhanced, aesthetically pleasing, easy to read, and personalized accounting, financial and business statements; Computer software and electronic, downloadable databases for business process management for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for financial analysis and strategy consulting; Computer software and electronic, downloadable databases for project management for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for business process training for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for print output creation, routing and bundling for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for tax form processing, receipt of initial tax related files, preparing tax documents for mailing, and uploading tax documents to an online document repository; Computer software and electronic, downloadable databases for creation of integrated documents for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for automated account opening for client and member onboarding for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for use in integrating marketing of products and services into customer statements for financial service providers, accountants, wealth management advisors and brokerages; Computer software for cloud computing connection enabling end users to access online products and services hosted by financial service providers, accountants, wealth management advisors and brokerages, namely, electronic documents, electronic reports, electronic inserts, electronic newsletters, automated account openings, and customer statement processing; Computer software and electronic, downloadable databases for document imaging; Computer software for messaging; Computer software for customer lifecycle communications, namely, communications for account opening, asset transfer, needs assessment and data capture for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for account transfers and account updates; Computer software and electronic, downloadable databases for cheque image capture and processing; Computer software and electronic, downloadable databases for a secure, web-based repository for uploading and sharing board documents, materials and correspondence with board members of an organization; Computer software and electronic, downloadable databases for project review, assessment, adjustment, enhancement to optimize business processes; Computer software and electronic, downloadable databases for customer relationship management, namely, for database management and information management for financial service providers, accountants, wealth management advisors, and brokerages; Computer software and electronic, downloadable databases for correspondence, namely, creation and printing of correspondence, and creation of electronic correspondence; Computer software and electronic, downloadable databases for notification, namely, demand notification to an end user of the event of exceeding a financial limit, namely, exceeding a margin for a margin account and exceeding a credit limit; Computer software and electronic, downloadable databases for notification, namely, loan origination; Computer software and electronic, downloadable databases for interactive communication, namely, interactive communication between the provider of the computer software and databases and financial service providers, accountants, wealth management advisors, brokerages and end users of the computer software and databases for customer relationship management
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 86386329
Mark Type
No Service Mark
Attorney Docket Number
No 1064.0003
44D Filed
No
44D Current
No
44E filed
No
44E Current
Yes
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 24th Feb 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 24th Feb 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 24th Feb 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 11th Sep 2023 | TEAS SECTION 8 & 15 RECEIVED |
| 26th Sep 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 06th Jan 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 06th Jan 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 07th Oct 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 08th Aug 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 07th Mar 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |