record initialized not assigned to examiner
on 01 Oct 2024
Last Applicant/ Owned by
2333 SW Plaza Pkwy #324
Ankeny
IA
50023
Serial Number
98780779 filed on 01st Oct 2024
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Platform as a service (PAAS) featuring computer software platform for management of accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, business process management, and financial planning; Platform as a service (PAAS) featuring automated and customized financial management services; software as a service (SAAS) services featuring software for acco Read More
Platform as a service (PAAS) featuring computer software platform for management of accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, business process management, and financial planning; Platform as a service (PAAS) featuring automated and customized financial management services; software as a service (SAAS) services featuring software for accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, business process management, and financial planning; software as a service (SAAS) services featuring software to create, customize, and manage invoices; software as a service (SAAS) services featuring software to create and manage budgets; software as a service (SAAS) services featuring software to create price quote estimates and transfer price quote estimates to invoices; software as a service (SAAS) services featuring software to automate creation of invoices; software as a service (SAAS) services featuring software to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; software as a service (SAAS) services featuring software to create, print, and track checks and purchase orders; software as a service (SAAS) services featuring software to track sales, expenses, and payments; software as a service (SAAS) services featuring software to analyze the financial status of businesses and industries; software as a service (SAAS) services featuring software to manage customer lists, email and print sales forms, and track running balances; software as a service (SAAS) services featuring software for inventory management and customer relationship management; software as a service (SAAS) services featuring software for administering employee payroll; software as a service (SAAS) services featuring software to import contacts and financial data from other electronic services and software; software as a service (SAAS) services featuring software for database management, data aggregation, data reporting, and data transmission; software as a service (SAAS) services featuring software for online backup of electronic files; providing temporary use of online non-downloadable software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; providing temporary use of online non-downloadable software for credit card invoicing and credit card payment processing; software as a service (SAAS) services featuring software for online banking; providing temporary use of online non-downloadable software for controlling access to financial information via electronic permission settings; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail purchase orders; providing temporary use of online non-downloadable software for tracking income, expenses, sales, and profitability by business location, department, type of business, or other user set field; Platform as a service (PAAS) featuring computer software platform for providing information, risk analysis and recommendations in the field of finance; Platform as a service (PAAS) featuring computer software platform for generating automated trades based on user preferences; Platform as a service (PAAS) featuring automated and customized financial management services; Providing temporary use of a web-based software application for use in database management featuring the ability for users to create custom reports and custom exports to manage, review and analyze financial data; Providing online non-downloadable data analytics software; technical support services, namely, technical advice related to the repair of software via website; Technical support services, namely, troubleshooting of computer software problems; Technical support services, namely, technical advice related to the installation of software; Installation and maintenance of computer software;
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Education services, namely, providing online publications such as articles and blogs in the field of finance, accounting, investing, financial planning, and money and asset management; Providing a website featuring information in the fields of finance, accounting, investing, and financial planning and money and asset management;
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Financial management in the field of investment portfolios; On-line trading of options on the options exchange market; Securities trading and investing services for others via the internet; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial valuations; Fiscal valuations and assessments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial data analysis; Financial risk management; Financial consultancy services; Financial information and evaluations; Financial portfolio analysis services; Check verification; Valuation services; antique appraisal; art appraisal; financial evaluation of wool; financial evaluation of standing timber; financial valuation of standing timber; numismatic appraisal; real estate appraisal; stamp appraisal; Providing information in the field of financial appraisals via a website; Financial appraisal and valuation of art, real estate, antiques and vehicles; Debt management consultancy; Debt advisory services; financial forecasting;
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Downloadable software application for management of accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, business process management, and financial planning; Downloadable software application featuring automated and customized financial management services; Downloadable software application to create, customize, and manage invoices; Downloadable software application to create and manage budgets; Downloadable software application to create price quote estimates and transfer price quote estimates to invoices; Downloadable software application to automate creation of invoices; Downloadable software application to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; Downloadable software application to create, print, and track checks and purchase orders; Downloadable software application to track sales, expenses, and payments; downloadable software application to analyze the financial status of businesses and industries; Downloadable software application to manage customer lists, email and print sales forms, and track running balances; Downloadable software application for inventory management and customer relationship management; Downloadable software application for administering employee payroll; Downloadable software application to import contacts and financial data from other electronic services and software; Downloadable software application for database management, data aggregation, data reporting, and data transmission; Downloadable software application for online backup of electronic files; Downloadable software application for online banking; Downloadable software for automating and displaying data to assist a user in making investment and trading decisions and for consumer understanding in the field of finance; Downloadable software, namely, an automated trading interface that connects users with advice and information in the field of finance; Downloadable software, namely, an automated financial investment management interface that connects users with advice and information in the field of finance
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Bookkeeping; financial auditing; business auditing; account auditing; accounting services; Preparation of financial statements; Economic forecasting and analysis; Economic forecasting services; Tax preparation; Data processing services; compilation of information into computer databases; computerized file management; systemization of information into computer databases; business management consultancy and advisory services; business management and organization consultancy; Business advice, inquiries or information; business organization consultancy; Analyzing and compiling business data; Business investigations; Business research; Commercial information agency services; Cost price analysis; Business appraisals; Preparation of business reports; Expert evaluations and reports relating to business matters; Preparation and auditing of financial statements;
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No 98780779
No Service Mark
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Status Date | Action Taken |
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01st Oct 2024 | NEW APPLICATION ENTERED |