Mobile data import for a financial return

摘要

A method for obtaining financial data for use in a financial return of a tax paying entity, including: obtaining credentials of the tax paying entity; determining, by a computer processor, that the financial data is available for download from a data provider; sending a first text message to a mobile device of the tax paying entity indicating that the financial data is available for download; receiving, from the mobile device, a second text message requesting to import the financial data into the financial return; sending, to the data provider, a request to download the financial data, where the request includes the credentials; downloading, after sending the request, the financial data into a data repository; and sending, after downloading the financial data, the financial data to a tax preparation application, where the financial data is imported by the tax preparation application into the financial return.

主权项

1. A method for importing financial data, comprising:
identifying, by a computer processor, one or more data providers, wherein identifying the one or more data providers comprises:
receiving, over a predefined time period, a plurality of location coordinates from a mobile device of a tax paying entity, wherein the plurality of location coordinates correspond to a periodic action of the tax paying entity,determining whether an address of a first data provider is within a predefined distance of a location depicted by the plurality of location coordinates,after determining that the address of the first data provider is within the predefined distance, requesting one or more first credentials corresponding to the first data provider from the tax paying entity, andreceiving the one or more first credentials of the tax paying entity; after identifying the first data provider, determining, by the computer processor, that a first plurality of financial data is available for download from the first data provider; sending, by the computer processor, a first notice text message to the mobile device, wherein the first notice text message indicates that the first plurality of financial data is available for download; receiving, from the mobile device, a first reply text message, wherein the first reply text message indicates approval to download the first plurality of financial data from the first data provider and to proceed importing the first plurality of financial data into a tax preparation application; sending, by the computer processor, a first request to the first data provider to download the first plurality of financial data, wherein the first request comprises the one or more first credentials; downloading, after the first request is authenticated via the one or more first credentials, the first plurality of financial data into a data repository; and sending the downloaded first plurality of financial data to the tax preparation application, wherein the sending comprises importing, by the tax preparation application, the first plurality of financial data from the data repository for use in an income tax return of the tax paying entity.