发明名称 Multi-stage, multi-user engagement submission and tracking process
摘要 A method for submitting information for an engagement is disclosed. The method might include the steps of generating a tracking screen for tracking the submission of a plurality of files, including a tax file and an image file, each file having the same client identification code, receiving the tax file from a first client device, and updating the tracking screen to reflect the submission of the tax file. The method further might include the steps of receiving an image file from a second client device, updating the tracking screen to reflect the submission of the image file, and transmitting the plurality of files to a remote server system.
申请公布号 US2004225581(A1) 申请公布日期 2004.11.11
申请号 US20030430830 申请日期 2003.05.07
申请人 SUREPREP, LLC 发明人 WYLE DAVID A.;KARKARE MAKARAND
分类号 G06Q40/00;(IPC1-7):G06F17/60 主分类号 G06Q40/00
代理机构 代理人
主权项
地址