System and Method for Collecting and Submitting Tax Related Information

摘要

A method for submitting and receiving information required for tax filing contains a mobile interface and a website interface. A client submits information through the mobile interface. Personal information and digital photographs of at least one identification card and received tax documentation are submitted by the client through a client account. Required tax information is extracted from the digital photographs submitted by the client account. The personal information and the required tax information are stored on a secure server. A tax preparer accesses the secure server through a tax preparer account. More specifically, the tax preparer account accesses the secure server through the website interface. When the personal information and the required tax information are reviewed and edited by the tax preparer account, the tax preparer account can proceed with the tax filing process through the website interface.

主权项

1. A method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method comprises the steps of:
providing a mobile interface and a website interface; communicably linking the mobile interface and the website interface through a secure server; providing a client account and a tax preparer account; prompting the client account to enter personal information and receiving the personal information through the mobile interface; receiving digital photographs of an at least one identification card and received tax documentation through the mobile interface; storing the personal information and the digital photographs of the at least one identification card and the received tax documentation on the secure server; scanning and extracting required tax information from the digital photographs of the at least one identification card and the received tax documentation; notifying the tax preparer account to review the personal information and the required tax information; displaying the personal information and the required tax information to the tax preparer account through the website interface; prompting the tax preparer account to review and edit the personal information and the required tax information; and submitting a tax report compiled from the personal information and the required tax information.