Revenue Realization LLC
318 Half Day Road #288
Buffalo Grove, IL 60089
847-478-9901
Featured IP
Assets
Method and System for
Aggregation & Exchange of Electronic Tax Information
(Click to download)
Earliest Filing Date: August 18, 1999
Article “Open Portals, Open
Data”
Patent Overview Value
Statement (11 Slides)
View Screen Shots of Portal System Type in Email demo@client.com with Password “demo” to access sample tax return
View Patent
Assignments , Patent
Assignment C Patent Assignment D
Sample of Forward Cited as Prior Art by the Following Companies: The company has 24 forward citations.
Accenture Global Services GmbH
(Schaffhausen, CH) D561,825
Accenture LLP (
Fairshare, LLC (
H
& R Block Tax Services, Inc. (
Hewlett
Packard US6912555
Sure Prep
LLC US7454371
Companies Who May be Interested
Tax
Software Vendors
Document Portal Companies
Payroll
Processors and Service Bureaus
Banks,
Brokerages and Insurance Companies
Data
Aggregation Firms
Professional
Service Firms such as CPA Firms, Law Firms or Consultants
Mortgage
Lenders
Description
The
patent portfolio is directed toward methods and systems for storing, retrieving
and presenting tax returns and tax information securely over the internet using
portals. The technology has wide application in the financial services arena
and helps companies comply with Code Section 7216 of the Internal Revenue Code;
The Fair and Accurate Credit Reporting Act and other Federal and State Privacy
laws.
Representative Patent Claims (US7257553)
1. A method for electronic
aggregation of information compiled by entities preparing or handling tax
information, the method comprising: electronically downloading tax information
compiled by a plurality of tax return preparation entities wherein fulfilling
requests of interested non-tax preparation parties is enabled by said
downloading; storing the information in a non-tax compliance authority database
allowing use of the information aggregated from the plurality of submitting
entities for non-tax compliance purposes wherein fulfillment of requests not
related to tax preparation functions is enabled by said non-tax compliance
authority database; protecting information indicating identities of persons or
entities connected with the information during at least a portion of request
and fulfillment steps.
12. A system for electronic
aggregation of information compiled by entities preparing or handling tax
information, the system comprising: a plurality of independent tax return
preparation processing means, the processing means gathering tax information
from the preparation and handling of tax information; a non-tax compliance
authority database storing the information wherein fulfillment of requests not
related to tax preparation functions is enabled by said non-tax compliance
authority database; a central processing means having a communication link to
the plurality of processing means, the central processing means having means
for receiving information from the plurality of independent processing means;
and means for protecting information indicating identities of persons or
entities connected with the information.
For
Information contact