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THE A.I. DRIVEN EXPERT PLATFORM
THE A.I. DRIVEN EXPERT PLATFORM
SEARCHED

on 27 May 2024

Last Applicant/ Owned by

INTUIT INC.

2535 Garcia AveMountain View, CA 94043

US

Serial Number

1988353 filed on 04th Oct 2019

Correspondent Address

800 rue du Square Victoria, bureau 3500Montréal,

QUEBEC

CA

H4Z1E9

THE A.I. DRIVEN EXPERT PLATFORM

Trademark usage description

computer software for enabling multiple users to screen share and communicate for use in providing business and financial consulting and advice; compu Read More

Classification Information


Class [009]
Computer software for enabling multiple users to screen share and communicate for use in providing business and financial consulting and advice; computer software that enables communication between business and financial professionals and their clients; computer software for customer relationship management; computer software to import contacts and business data from other electronic services and software; computer software to manage customer lists, e-mail and print forms, and track customer interactions; computer software for controlling access to financial and business information, data and documents; computer software to create, customize, print, export, and e-mail documents and reports; computer software to analyze the financial status of businesses and industries; computer software for synchronizing data among computers and mobile devices; computer software for database management, data aggregation, data reporting, and data transmission; computer software for online backup of electronic files; computer software used for multiple-user online communication, real-time collaboration and document sharing; computer software that enables multiple users to screen share and communicate for use in providing remote business and financial consulting and advice; computer software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share documents, information, data, images, photographs, and electronic messages; personal and organizational productivity software to measure, record, track, analyze, and manage data for the purpose of improving personal and business productivity; computer software for time management; computer software to track time worked by employees and subcontractors; computer software for accounting, bookkeeping, financial and business transaction processing management, financial and business transaction management, tax preparation and tax planning, business process management, and financial planning; computer software for use in the field of personal and business finance, tax preparation, project costing management and tax management; computer software for use in the management of payroll; computer software for administering employee payroll; computer software for use in the management of benefit plans, insurance plans, retirement plans, unemployment insurance plans, and pre-paid health care plans; computer software for creating, customizing, and managing invoices, recording payments, and issuing receipts; computer software for use in organizing, servicing and tracking sales, collections and receivables data; computer software for tracking income, expenses, sales, and profitability by business location, department, type of business, or other user set field; computer software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; computer software for credit card invoicing and credit card payment processing; computer software for managing online bank accounts; computer software to create, customize, print, export, and e-mail purchase orders; computer software to create and manage budgets; computer software to create price quote estimates and transfer price quote estimates to invoices; computer software to automate creation of invoices; computer 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; computer software to create, print, and track checks and purchase orders; computer software to track sales, expenses, and payments; computer software for inventory management; computer software and hardware for use in transaction processing, accounting, receipt printing, customer relationship management, inventory management and operations management, all in the field of point of sale transactions and retail management; computer software for sending, receiving and recording monetary transactions; computer software for tax calculation and tax return preparation and filing; computer software for processing tax payments; computer software for organizing, tracking and reporting tax deductible expenses; computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; computer software for customers to directly deposit tax refunds into accounts at financial institutions; computer software to pre-populate tax forms with tax data from online banking accounts; computer software that enables multiple users to screen share and communicate for use in providing assistance with regard to accounting and taxes; computer software for use in providing assistance with regard to accounting and taxes; computer software that enables communication between financial, business and tax professionals and customers; computer software that enables communication between technical support representatives and customers; computer software for use in providing technical support; computer software for use in troubleshooting problems with computer software and online services via telephone, online chat, e-mail, video and other means; computer software that enables communication between tax professionals and customers; computer software for use in providing technical support; computer software for use in providing assistance with regard to accounting and taxes.


Classification kind code

11

Class [035]
Business management services; providing business information and advice via computer networks, including global computer networks and online services; providing online facilities for real-time communication with other users of computer networks in the fields of business and finance; providing an online database featuring the services of business and financial professionals; business services, namely, assisting individuals and entities offering professional services to find and engage with clients seeking those services; providing an online portal for use by professional services providers and individuals to match work opportunities with professional expertise; business services, namely, providing a website featuring an online database for professionals seeking work and individuals and companies seeking the services of professionals, and performing analysis to match the background, skills and capabilities of professionals with the needs of those seeking the services of such professionals; advertising the goods and services of others via a web site on a global computer network; providing business consultation and business information, namely, tracking, analyzing and generating reports for others regarding the operation, use and users of an online marketplace; providing a website featuring recommendations, ratings and reviews posted by professional services providers and their clients regarding work performed and the capabilities and performance of professionals who perform work; contracting services, namely, assisting with the formation and management of contracts with business and financial professionals; collecting, analyzing and reporting feedback, reviews and information regarding performance of business and financial professionals and project vendors; business consultation regarding compliance with regulations; providing a website featuring ratings, reviews and recommendations regarding the skills and capabilities of business and financial professionals; online business intermediary services; matching small business owners and consumers with professionals in the fields of accounting, finance, financial management, financial planning, investments and tax; providing an online searchable database of professionals with the purpose of matching professionals with small business owners and consumers.


Classification kind code

11

Class [042]
Providing temporary use of online non-downloadable software for enabling multiple users to screen share and communicate for use in providing business and financial consulting and advice; providing temporary use of online non-downloadable software that enables communication between business and financial professionals and their clients; providing temporary use of online non-downloadable software for customer relationship management; providing temporary use of online non-downloadable software to import contacts and business data from other electronic services and software; providing temporary use of online non-downloadable software to manage customer lists, e-mail and print forms, and track customer interactions; providing temporary use of online non-downloadable software for controlling access to financial and business information, data and documents; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail documents and reports; computer software to analyze the financial status of businesses and industries; providing temporary use of online non-downloadable software for synchronizing data among computers and mobile devices; providing temporary use of online non-downloadable software for database management, data aggregation, data reporting, and data transmission; providing temporary use of online non-downloadable software for online backup of electronic files; providing temporary use of online non-downloadable software used for multiple-user online communication, real-time collaboration and document sharing; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate for use in providing remote business and financial consulting and advice; providing temporary use of online non-downloadable software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share documents, information, data, images, photographs, and electronic messages; providing temporary use of online non-downloadable personal and organizational productivity software to measure, record, track, analyze, and manage data for the purpose of improving personal and business productivity; providing temporary use of online non-downloadable software for time management; providing temporary use of online non-downloadable software to track time worked by employees and subcontractors; providing temporary use of online non-downloadable software for accounting, bookkeeping, financial and business transaction processing management, financial and business transaction management, tax preparation and tax planning, business process management, and financial planning; providing temporary use of online non-downloadable software for use in the field of personal and business finance, tax preparation, project costing management and tax management; providing temporary use of online non-downloadable software for use in the management of payroll; providing temporary use of online non-downloadable software for administering employee payroll; providing temporary use of online non-downloadable software for use in the management of benefit plans, insurance plans, retirement plans, unemployment insurance plans, and pre-paid health care plans; providing temporary use of online non-downloadable software for creating, customizing, and managing invoices, recording payments, and issuing receipts; providing temporary use of online non-downloadable software for use in organizing, servicing and tracking sales, collections and receivables data; 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; 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; computer software for managing online bank accounts; 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 to create and manage budgets; providing temporary use of online non-downloadable software to create price quote estimates and transfer price quote estimates to invoices; providing temporary use of online non-downloadable software to automate creation of invoices; providing temporary use of online non-downloadable 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; providing temporary use of online non-downloadable software to create, print, and track checks and purchase orders; providing temporary use of online non-downloadable software to track sales, expenses, and payments; providing temporary use of online non-downloadable software for inventory management; providing temporary use of online non-downloadable software for use in transaction processing, accounting, receipt printing, customer relationship management, inventory management and operations management, all in the field of point of sale transactions and retail management; providing temporary use of online non-downloadable software for sending, receiving and recording monetary transactions; providing temporary use of online non-downloadable software for tax calculation and tax return preparation and filing; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable software for organizing, tracking and reporting tax deductible expenses; providing temporary use of online non-downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing temporary use of online non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of online non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate for use in providing assistance with regard to accounting and taxes; providing temporary use of online non-downloadable software for use in providing assistance with regard to accounting and taxes; providing temporary use of online non-downloadable software that enables communication between financial, business and tax professionals and customers; providing temporary use of online non-downloadable software that enables communication between technical support representatives and customers; providing temporary use of online non-downloadable software for use in providing technical support; providing temporary use of online non-downloadable software for use in troubleshooting problems with computer software and online services via telephone, online chat, e-mail, video and other means; providing temporary use of online non-downloadable software that enables communication between tax professionals and customers; providing temporary use of online non-downloadable software for use in providing technical support; providing temporary use of online non-downloadable software for use in providing assistance with regard to accounting and taxes; providing a website featuring technology that enables users to match work opportunities with professional expertise; providing a website featuring technology for professionals seeking work and individuals and companies seeking the services of professionals, and performing analysis to match the background, skills and capabilities of professionals with the needs of those seeking the services of such professionals; providing a website featuring technology that enables users to track, analyze and generating reports regarding the operation, use and users of an online marketplace; providing a website featuring technology that enables users to post recommendations, ratings and reviews regarding work performed and the capabilities and performance of professionals who perform work; providing a website featuring technology that enables users to form and manage contracts with business and financial professionals; providing a website featuring technology that enables users to collect, analyze and report feedback, reviews and information regarding performance of business and financial professionals and project vendors; providing a website featuring technology that enables small business owners and consumers to find and connect with professionals in the fields of accounting, finance, financial management, financial planning, investments and tax; providing a website featuring technology that enables small business owners and consumers to find and connect with business and financial professionals.


Classification kind code

11

Mark Details


Serial Number

1988353

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 22
on 27th May 2024
Search Recorded
Submitted for opposition 20
on 27th May 2024
Examiner's First Report
Submitted for opposition 287
on 03rd Jun 2022
Pre-Assessment Letter Sent
Submitted for opposition 31
on 17th Oct 2019
Formalized
Submitted for opposition 30
on 04th Oct 2019
Filed
Submitted for opposition 1
on 04th Oct 2019
Created