Trademark Trial and Appeal Board Electronic Filing System. http://estta.uspto.gov
`ESTTA670877
`ESTTA Tracking number:
`05/06/2015
`
`Filing date:
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`91221529
`Plaintiff
`Intuit Inc.
`Linda G. Henry, Esq.
`Fenwick & West LLP
`801 California StreetSilicon Valley Center
`Mountain View, CA 94041
`UNITED STATES
`trademarks@fenwick.com
`Motion to Amend Pleading/Amended Pleading
`Linda G. Henry, Esq.
`trademarks@fenwick.com
`/lgh/
`05/06/2015
`Amended Notice of Opposition with Proof of Service by Mail 1.pdf(2448308
`bytes )
`
`Proceeding
`Party
`
`Correspondence
`Address
`
`Submission
`Filer's Name
`Filer's e-mail
`Signature
`Date
`Attachments
`
`

`
`IN THE UNITED STATES PATENT AND TRADEMARK ‘D1-‘FICE
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`
`_ O
`
`pposition No. 91221529
`
`In the ntatter of Trademark App. Ser. No. B63494-:56
`Mark: IntuitivePay
`
`
`Intuit Inc.
`
`Oppcser,
`
`VS.
`
`Pcosmorc, Inc. dha Pensrnore Software ,
`
`AMENDED NOTICE OF DPPDSTTIDN
`
`Opp-user, intuit Inc. and its related eoinpani [hereinafter collectively “Intuit” or “0ppcser”]. a
`
`Delaware corporation having a principal place-cfbusincss at 2535 Garcia Avenue. Ivlountain View.
`
`California 94-343. believes it will be damaged by registration of the mar‘.-t shown in Application Serial No.
`
`3.1534514!-fits and hereby opposes the same in all International Classes, alleging as grounds for its opposition
`
`that:
`
`1-
`
`As is evidenced by the puhlication of the “lntuitiveP'ay" marl: in the {Jfficial Gazette in the
`
`1)eceml:ser lo, Elli 4 issue. Applicant Penstnore, lnc- dha Pensmore Software {hereinafter “Pensrnore“ or
`
`“Applicant" J seeks to register “lrtt:oitivePay"-as a service mark for “payment processing
`
`namely,
`
`credit card and tiebit.card transaction processing services; pre-paid purchase card services. namely,
`
`processing electronic payments throng]: prepaid cards; providing electronic processing of AC1-I and credit
`
`card transactions and electronic payments via a global computer network" in International Class 3'5.
`
`Applicanfs application was filed on July 18. 2I‘Jl4 under Section l{a} of the Trademarl: Act. claiming a"
`
`first use date-and first use in commerce date of March I. Ztll 4.
`
`2.
`
`intuit owns registrations for its IN'I'UlT and family of INTUIT-based marlm for at wide
`
`range of gcodsand services including goods and services for andfor related to the services identified in
`
`Fcnsmore’s application.
`
`

`
`Si.
`
`lntuit is the owner of numerous [L5, trademark regis_tr_ati'ons that include or comprise the
`
`marlt: ll*~lTLllT as follotvst
`
`ll<l"£'Ul'l‘, U55. Reg. "No. l-82} 148 for “computer software: for use in the field of personal and
`
`husiness finance-and accounting and user manuals for use.'tltere-tvitli all sold as a-unit" in international
`
`Class 9; registered on the Principal Register on February 15, 1994:
`
`[NTUI'l‘, LLB. Reg. No. 1349504 for "envelopes, hlanlc checks, business forms, printed forms, and
`
`partially printed forms" in International Class 16, registered on the Principal Register on June '11, 1994;
`
`INTUIT, LLS. Reg. lilo. l9443'J'-S for “financial information provided by electronic means" irt
`
`International Class 315, registered on the Principal Registeron January 2, 1996;
`
`ll'~lTUl'I‘, U.S. Reg. No. 2T29l l3 for “clothing, namely, t-shitts,jaekets. dress shirts, polo shins,
`
`hats and baseball caps“ in ln_tcrn'a_ti'onai Class 25, registered on the Principal Register on June 14, 2993;
`
`lN'l'l.'IlT, LL5. Reg. No, 2‘?29.l l9 li:ir“eernputer software for datahase-and data managernetnt.
`
`namely, computer software for inventory management, estimating-, joh costing, employee tirne-tracking.
`
`customer relationship management, husiness operations management and project management and
`
`instructional manualssold as a unit:'.comp_uter software used for the electronic exchange ofaccounting,
`
`financial. customer, contact, product and business data;.l:-usinms
`
`software for use in a variety
`
`el‘industrics_. namely real estate and property rnanagernent. automotive service and repair management,
`
`eenstruetion management, health care practice management, law firm marragernent, non-profit and public
`
`sector organisation rrranagernent, retail and restaurant management, and travel services management and
`
`instructional manuals sold as a unit; computer software for use in distriliuting, installing and updating
`
`other applications" in International Class 9. registered on the ilrincipal Register on June 24, 2993;
`
`ll~i'I'l.ll'I', LLS. Reg, lilo. 2".?19l2l for “onlinc'husiness directories ieaturing financial advisers,
`
`accountants, lrookkecpers and third-rparty vendors; online ordering services in the lield of financial and
`
`accounting products-and services: operating online marketplaces for sellers of goods and services:
`
`dissemination of advertising for others via the. Internet; _associ_ation and membership services, namely
`
`Mark: ltttttiti-.-ePay
`S-fl'ial l"~|o.: Et"tIl-49-'-l-t5:E|
`Opposition No. 9 E22! 529
`Upposer:
`IrtI.=.tiI.' inc.
`
`2
`
`

`
`promoting the interests of, attd providing business referral, marketing and business management services to
`
`member accounting and business management professionals; arranging and conducting business
`
`conferences and trade shows in the fields of finance; payroll and tax lmtpalation and processing,
`
`accounting and business rrtanagernent; providing business management information on a wide variety of
`
`topics via elc_ctroni'c means; association and membership services. namely promoting the interests of. and
`
`providing business referral, marketing and technical assistance to member software developers; online
`
`directories featuring software developers; arranging and conducting business conferences and trade shows-
`
`in the field of software development; database management servi-em by electronic means“ in International
`
`Class 35, registered on the Frincipa] Register on June 24; EDD};
`
`TNTUIT. U.-S- Reg. No-.1T29l22 for “catalogs in the field offinanee and accounting, office
`
`supplies and desktop _software; cndorsen'1ent"and inlc stamps; rubber stamps; stationery paper; address and
`
`mailing labels; binders; plasticbags For making bank deposits; business cards; cardsbearing universal
`
`greetingspcheclt holders; lile boxes for storage of business and personal checks and records; tax forms" in
`
`International Class lo. registered on the Principal Register on June Ell; 2£'|{|3;
`
`lb-ITLIIT. LLS. Reg. No. 2-’l'29.‘i5E for “electronic storage of filesand documents: storage of
`
`electronic media; namely, images. text, audio; financial and contact data; storage services for
`
`archiving databases, images and other electronic data“ in International Class 39, registered on the Principal
`
`Register on June 14, secs:
`
`]N'l“U‘l'l', U3. Reg. No. 2'l'29359 for “computer software for use in tax planning, tax preparation
`
`and filing; computer software for use in professional tax practice management“ in International Class 9,
`
`registered on the Principal Register on June 24, 2{lfl3;
`
`IN'l”UlT. -11.5. Reg. lilo. 2’Ir'29-.'iti[l for “financial services namely. online banking, bill payment and
`
`payment processing by electronic means". in international Class 35:", registered on tlte_F'rincip_al Register on
`
`June 24, EEIDJ;
`
`II~l'l'UlT. LLS. Reg. No; 1‘?ti39'?3 "for "printing services; offset printing services; stationery printing
`
`Mark: lnruitlvellay
`Serial No; llEr349~'lvli~Er
`flpposiflbn No. '§|‘I2?.l51l-i
`'Dpp0$L'I'l
`intuit lee.
`
`3
`
`

`
`services; customised printing of company names and logos for promotional and advertising purposes on
`
`the goods ofotlrers" in International Class 4i}. registered on the Principal Register on Septe:tnlo_er 1.6, EDD};
`
`IN'l'[.fI'l'. U.S. Reg. No. 27?] 349 for “adrrtinistration of business payroll and payroll ‘preparation
`
`services for others; tax preparation services; filing of tax assessments: promoting public awareness of tax
`
`preparation and filing services for others; business invoicing services; providing business services, namely
`
`business incorporation services in the nature of preparation and filing of incorporation applieati_orts and
`
`articles of incorporation [or others" in Intcrrtntional Class 35 and'“adn'tinistration of employee benefits For
`
`others“ in International Class es, registered on the Principal Register on October 1'’, 2003;
`
`IN'l'U1'1', U.S. Reg. No. 2Ti'i‘?43 for “cornputersoltwarc and hardware for use in transaction
`
`processing. accounting, receipt printing, customer relationship management, inventory management and
`
`operations manageinennall in the field of point ofsale transactions and retail management, and user
`
`manuals sold as .a unit therewith; cash drawers; computer printers; point of sale printers and terminals:
`
`credit card and debit eat-d readers and scanners; bar code readers and scanners: credit card and transaction
`
`-processing terminals and computer hardware" in International Class 9. registered on the Principal Register
`
`on October '1, auto;
`
`ll'tl'I'Ul'i‘, U.S. Reg. No. 2§l2lJ3£lI5 for “technical support services, namely trouitlesiteoting of
`
`computer hardware and sofiwarc problems, data conversion ofeomputer program data-or information;
`
`computer software it1ttla|lt1litJn'aJ1ti setup services: computer software and systems integration services:
`
`computer services. namely, data recovery services; computer -software installation and configuration
`
`-support" in international Class 42 and “monitoring of computer systems for security purposes: computer
`
`systems se'eurity_ services-, namely password removal and protection: security printing, namely encoding
`
`identification information on valuable documents” in International Class 45, registered onthe Principal
`
`Register on January 25, EDGE;
`
`IN'I'UI'I'. LLS. Reg. bio. 31339919 for "charitable services, namely providing-volunteer services to
`
`nonaprofit organizations in a wide variety of fields; providing computer software; business management
`
`Merle lnruitivcPay _
`Serial No: see-w-tea
`Uppneiticn No. EH22-I 529
`Cl-ppotser:
`lnruitlnc.
`
`4
`
`

`
`and financial services, tax preparation and filing servicm, and training and technical support to. non-profit
`
`organisations, individuals and small businesses“ in International Class 35 and “philanthropic services
`
`concerning monetary donations” in International Glass as, registered on the Principal Register on January
`
`10, Eflilli;
`
`II*«l'I'UI'I' {stylized}, U.S. Reg. No. '3 359583 for “computer software for use in personal and
`
`business finance and accounting, transaction processing, tax preparation and plarming, tax filing. business
`
`process" management, and fmaueial planning and user manuals_ for use therewith and sold as a unit;
`
`computer soflware for use in professional tax practice management; computer sofiware-for database and
`
`data management for general use; computer software for inventory management, estimating-, job costing,
`
`employee time tracking. 'ousiness- operations management and project management; computer software for
`
`data aggregation and reporting; computer software For online baeltup-ofelcctroolc files; computer s.of'twaIt'-
`
`and computer hardware for use in point-of-sale transactions, transaction processing, receipt priming and
`
`retail operations management; computer soflwarefor.
`
`etnployee benefits and payroll;
`
`computer software for managing health care infoonation. prescription information, medical hi'storj,t,
`
`medical billing, patient records, and other medical records; computer software for managing medical
`
`insurance, medical payrnents, expenses and billing; software development tools and templates for data
`
`rnanagernent and data integration; computer software for collaboration and sharing of data with others;
`
`customer relationship management (CR.lvl} software; enterprise resource planning {ERP] seitware;
`
`computer sofiware used for the electronic exchange ofaccounting, financial, customer, contact, product
`
`and business data; business management software For use in real estateand property management.
`
`automotive service and repair management, construction and building management, health e_are'prat:ticc
`
`management. law linn management, non-profit and public sector organisation management. retail and
`
`restaurant management, and travel services marragement; computer software for use in distri_bruting,
`
`installing and updating other applications; computer hardware; computer peripherals. cash drawers;
`
`‘computer printers: point of sale computer printers and terminals; credit card and debit card readers and
`
`lvlarlr: lnt'uitivu¥"a}.I'_
`Serial I*ilo.: $5349-'-lfifir
`flpposition No. 9 I12 |S'2l§l'
`Upprn-ter:
`Intuit inc.
`
`

`
`scanners; bar code-readers -and scanners; credit card pointof sale and transaction processing terminals and
`
`computer hardware" in International (Sims 9, registered on the Principal Register on September 21, 20 1 El";
`
`ll!~«l'l‘UTl‘ {stylised}, U.S. Reg. No. 3850589 for “printed materials, namely, deposit slips, direct
`
`deposit forms, disposable deposit bags. postcards. return address labels, binders. hlanlc journal bocl<s,_
`
`blank paper notebooks, blank writing journals; envelopes, hlanlt bank checks, business forms, accounting
`
`forms, printed forms and partially printed forms; catalogs in the field of finance and accounting--fialalogs
`
`featuring desktop software; office supplies, namely, presentation folders. return address stamps, desk sets;
`
`rubber endorsement and ink stamps; rubber stamps; stationery paper; address and mailing labels; binders;
`
`business cards; cards bearing universal greetings; checltbook-holders; file boxes for storage of business and
`
`personal checks and records: partially printed and printed tax forms; instruction manuals in the field of
`
`personal and business financial management; user manuals in the fields of computer software, computer
`
`hardware, and point-of-sale and transaction processing terminals“ in Intentationalflass lb, registered on
`
`the Principal Register on September It , 201 D;
`
`INTUTI‘ {stylized}, LES. Reg. No. 3E'5{l59'll for "providing business management information can
`
`wide variety of topics; providing business management consulting.serviees; providing tax consultation
`
`services; providing tart-information; enline business directories featuring financial advisers, accountants,
`
`boekkecpers, and third-party vendors; online ordering services in the field of financial and -accottnting
`
`products and services; dissemination ofadvertising for others via e_ornpnter'an_d e'omntunieation"networ|ts:
`
`association and membership services, namely, promoting the interests of, and pro_viding.business referral,
`
`marketing and business managernent services to member aeeountingand business management
`
`professionals; arranging and conducting business conferences and trade shows in the fields of accounting
`
`and business ruanagement, payroll processing, tax preparation and processing; association and membership
`
`services, namely, promoting the interests of, and providing business management and marketing assistance
`
`to. member software developers and business referrals in the field of software development; ontine
`
`business directories featuring software developers and soiiware applications; ananging and conducting
`
`lvl'ar|'tt Intttiliveltay
`Serial No.1 ilbfidihldo
`Opposition No. 9122! 519
`Oppose‘:-. Intuit Inc
`
`ti
`
`

`
`husinessconferences and trade shows in the field of sofiware development; providing data and database‘
`
`tnanagccment services; database management services by electronic means; providing intformation and
`
`consultation in the field of data management; providing inforrnation in the nantrc of news, business and
`
`marketing advice, and expert opinions for professionals in the fields ofaecounting, small Business
`
`management. tax preparation, tax filing and tax planning; providing tracking services of eonnnercial
`
`transactions of others via computer and communication networ
`
`“' in international Class 35, registered on
`
`the Principal Register on September 2], 2i'.Il{l§;
`
`Il‘~iTl.l'lT (stylized), U3. Reg. No. 3li5D59l for “financial services, namely, enabling users to
`
`retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of
`
`sources, including banks and other financial institutions, and credit card and debit card issuers; financial
`
`services, namely, bank account management services, investment brokerage scnriccs, financial planning
`
`for retirement, fmancial planning services, consumer lending, mortgage lending, securities brokerage,
`
`cflt reporting, payroll tax debiting-services, and bill payment services, all via computer and
`
`communications networks; provision of financial information; providing information in the nature of news,
`
`business and rrrarlteting advice, and expert opinions for professionals in the fields cl’ financcand financial
`
`planning; administering employee benefits for others concerning insurance, finance and retirement plans;
`
`payment processing by electronic means; philanthropic giving services, namely, monetary donations to
`
`charitable'organizations; providing financial management services viacomputer and communication
`
`networks; providing electronic cash, credit card, and debit card transaction services via computcrand
`
`communication networks; providing online banking service; providing bill payment and tax payment
`
`processing services-via computer and communication networks; electronic processing and transmission of
`
`bill payment data for others?’ in hrternational Class 315, registered on the Principal Register on September
`
`El, Efllfli
`
`ll~lTl.Il'l‘ (stylized), [L5, Reg.'l’~io. JESTSSS l'o'r“clectronic storage cl‘ files and documents: storage
`
`ofeleetronic media, namely, images, text, audio, financial and contact data; storage services for archiving
`
`Mark: inruitivePay
`Serial Nos 35349456
`Etpptisition bio. ill 22 I329
`Dpposer: Intuit Eric.
`
`1'
`
`

`
`databases, images and other eleenonie data" in International t'.‘2l_ass 39, “printing services; offset printing
`
`services; stationery printing services; customized printing ofoompany names and logos for promotional
`
`and advertising purposes on the goods of others," in Internatiortal Class ililand “ technical consultation in
`
`the fields ofccrnputer hardware and software; .compnter software installation, setup, and configuration
`
`services; computer software and systems integration services; data conversion of computer program data or
`
`information; data recovery services; providing temporary us-col" non-dovvnlnadable computer soflwarc for
`
`performing queries and tra'nsactions,_'and for storing, modifying, transmitting and receiving information in
`
`tlie fields ofpersonal finance, business finance, accounting, bonlsing,'bi|i payment, financial pl_anning, tart
`
`preparation and tart planning, all via computer and communication networks; providing temporary use of’
`
`non-dovvnloadable computer soflware for use in the fields ofpcrsonal and business finance and
`
`accounting, transaction processing, tax preparation and planning, tax filing, business process management.
`
`and financial planning; providing temporary use of non-clmvnloadable computer soflvvarc for administering
`
`employee benefits and payroll, inventory management, estinrating, job costing, employee time tracking.
`
`businessoperations rnanagernent and proj eet management; providing temporary use of non-tlownloadable
`
`computer software for use in real estate and property management, automotive service and repair
`
`management. construction and building management, health care practice management, law firm
`
`management, non-profit and public sector organization management, retail and restaurant management,
`
`and travel services management; providing temporary use of non-doevnloadable computer soltware for
`
`managing health care inFormation, prescription inforrnation, medical history, medical billing, patient
`
`records, and other medical records; providing temporary use of non-dovvnlnadabie computer software for
`
`managing medical insurance, medical payments, expensesnnd billing,‘ providing temporary use of non-
`
`downioadable software development tools and templates for data management; pmviding temporary use of
`
`non-dovvnloadablc software For use in sharing data wiih othe:rs;.data hosting_ services; hosting snittvare
`
`programs for use in managing, organizing, and sharing data on a computer server and For web-based
`
`collaboration on a global computer netvvorlt and on internal computer networks; tcchrrieal support services,
`
`.
`Marts: |nt'uitivc'Pajt
`Serial l'«|o.:'tit't3-I1-‘M455
`Dppesitinn No. EH12 I529
`Upposnr:
`Intuit inc.
`
`3
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`

`
`namely, troubleshooting of problems with web sites and online services; technical support services;
`
`namely, troubleshooting.-of computer hardware; software. data; and database problems; membership
`
`services; namely; providingeorrrputer sofiware technical assistance to member software developers; data
`
`sharing services; namely; providing information technology information on data sharing techniques" in
`
`International Class 42, registered on the Principal Register on October 5; Elli El;
`
`FNTUIT BRADISTDRM; U.S. Reg, No. 333995? for "providing web sites l'ea.tttring- technology
`
`that enables users to requestand record ideas._sugge'stions and comments from other users in any field of
`
`business or general interest; providing temporary use of online, non-dowuloadahle software allowing users
`
`to capture ideas, suggestions and comments from other users in any field of business or-general interest;
`
`providing wt.ti:I'sites.fetttttt'i rtg technology that enables users to present products; services; and proposals to
`
`others for comment and to gather feedback fiom those others about those products; serviem. and proposals;
`
`providing temporary use of online, non-dowrtloadable software which allows users to gather feodbacl: from
`
`others on products, services; and proposals in any field of business or general interest; providing an on-line
`
`network environment that features technology that enables nsers to share data for team collaboration on
`
`projects; providing temporary use of ouline; ‘non-downlnadable softwsreused for multiple-user onliee
`
`communication and doctunent sharing to facilitate team collaboration on projects" in International Class
`
`42; registered on the Principal Register on August 31; It'll D;
`
`IN'l'UI'l‘ EASYSAVER, l'..I.S. Reg. No. 4339399 for “providing temporary use of online non-
`
`dowuloadablc sofiwarc for use by consumers to obtain pricing information. product information, and
`
`product. recom.me_ndatiorts; providing temporary use of online non-downloadable software for use in
`
`analyzi rtg customer purchase data; providing temporary use of online non-tlownloadahle software for use
`
`in analyzing product purchases and identifying similar items that cost less; providing temporary use of
`
`online non-downloadahle cost analysis and prieocomparison software; software as a _servicc featuring
`
`software for use l:iy._consumcrs to obtain pricing information; product information, and product
`
`recommendations; software as a service featuring software for use in analyzing t:’_t:t5l.t'.Im£tl' purchase data;
`
`lvtadrz [t'tt1.titive'P‘ey
`Serial l'~lo.: E53-lliltl-Ifrft
`Opposition No. 51111 I529
`Gpposcr:
`Intuit Inc‘.
`
`9
`
`

`
`sofiware as a service featuring software for use in analyzing. product purchases and identif3ring.simiiar
`
`items that cost less; sof_tvraee'as'a service featuring cost analysis and price-comparison software" in
`
`international Class 42, registered on the Principal Register on May 2] , Elli 3;
`
`Il'~i'l'U1T FEWEANCIAL SERVICES, U.S. Reg. bio. 4fll}4'Ir'22-for "providing online business
`
`management and marketing services to financial institutions; advertising, promotion, and m'arl-:eting_
`
`services, namely", providing online deployment, rnanagement, and analysis of marketing campaigns;
`
`advertising, promotion,-and niarketing services. namely, providing online custerniaing and sending of
`
`marketing emails for others: conducting business-and market research ntrveys, namely," designing,
`
`iauncbing,la'nd reporting of customer surveys; outsourcing servieesin tlie field ofconsrnner loans;
`
`providing online bill presennnenr services; computerised on-line orderingservices featuring checks;
`
`managcm'e'nt of computerized formatted files for others; preparing financial reports for others“ in
`
`International Class 35, “providing online financial management services for use by financial institutions;
`
`providing online personal and business financial management services; online banlringservices; providing
`
`banking services provided by mobile telephone connections; providing online bill payment, and remote
`
`chock deposit services; providing-a secured access database via the Internet through which check images
`
`can beviewod, copied, and printed for purposes of conducting financial transactions; electronic inter-
`
`institution fund transfer services; providing online financial services, namely, providing financial
`
`forecasting, analysis of financial data, financial data aggregation fund transfers, payment stops, automated
`
`financial _ac'count sweeps, and domestic and Foreign currency wire transfers; online proeessingnf
`
`compliant tax payments: financial services, -namely, providing online loan application, proeessing,'and
`
`manageinent services; providing online financial management services, namely, categorizing linaneial
`
`transactions, tracking income, tr-aelring expenses; traei-ring tax deductible expenses; financial services,
`
`namely. providing financial -account information, managing financial budgets, analysing spending behavior
`
`oi'othe:n:,.providing financial account I.‘-alanc_e inlbrrnation, and providing bill payment reminders" in
`
`International Class 36, “providing temporary use of non-donmloadable computer software-for use by
`
`Maria: |rI.IuitiveI"a-y
`Serial No.: ii153¢"i!'*i'|5d-
`Opposition No. 91321529
`flppeser‘. Intuit Inc.
`
`la"
`
`

`
`financial institutions to provide oaline f'rnar_reial management and banking serviees to eustomers; providing
`
`temporaryuse ofnon-downloadable personal and business financial management software; providing
`
`temporary use of nomdownloadable omnputer software for-use in ontine banking; providing temporary use
`
`of non-downtoadahie computer software for mobile web banicing services: providing temporary use of non-
`
`downloadable eomputer sollwarefor use in bill payment, bill presentment, and depositing eheeirs;
`
`providing temporary use of non-downloadalaie oomputer software for use in eheeit image storage and cheek
`
`image aeeess; providing temporary use ofnon-downloariable eomputer software for use in reordering
`
`etreoks; providing temporary use of non-downloadatrle eomputer software for use in inter-institution fired
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`transfers and to generate oniine ftnaneial statements; providing temporary use of non-downloadable
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`eomputecr software for use in eatogorizing finaneiai transactions, traelting ineome, expenses, .and tax
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`deductible expenses. viewing financial aeeeunts, managing budgets. analyzing spending behavior,
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`providing aeeount balance and trill payment alerts, and ereating reports; providing temporary use of online
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`non-downloadatrle computer software for deploying, managing, and analysing marketing earnpaigos;
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`providing temporary use of online nomdowrdoadable eornptrrer software for eustomiaing and sending
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`marketing emails; providing temporary use of‘ online non-downloadatale eomputer software for use in
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`designing, launching, and reporting ofeustomer surveys; providing ternporary use-ofnon-dnwnloadatiie
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`software to ereate. manage, transmit, and store formatted eornputer film; providing temporary use of rron~
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`downloadable software for use in finaneial foreeasting, analysis offmaneial data. Iinaneial data
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`aggregation, transferring firnds, stopping payments, automating sweeps on finaneial aeeorunts, and
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`originating domestic and foreign eurreney wire transfers; providing temporary useof non-downloadalrle
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`-software for use in proeessing eompliant tax payments; providing temporary use of noredownloadatrte
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`software for seeurity of persons} or eenfiderrtial inforrrration, namely, muitifaelor authentieation,
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`transaetion monitoring, and fraud shutdown services in the fields ofonline banking and finaneial
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`management; providing temporary use of tron-downloadabie identity theft resolution software; providing
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`temporary use of non-downloadable anti-phishing and anti-email f'raud.software; providing temporary use
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`lvtarlr: inruitivellay
`Serial i"«io.:
`iir'.‘r34"rMI5l5
`Opposition No. 9122 I 519
`-Ii]-ppoarert Intuit Inc.
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`1 1
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`

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`ofnon-dowoloadable software for real-time fined alert and fraud detection in the fields ofonlinehanlring
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`and financial management; providing temporary use of online non-downloadableeomputcr software for
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`use by consumers to apply_ for loans. and receive loan decisions in real-time; providing temporary use of
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`enline non-clownloadable computer software for use by banks to process and manage consumer loans;
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`computer searvices _in the nature of formatting .electronic files l‘or.otl°ai-rs, namely, transferring document
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`data from one computer. format to another; application service provider {ASP}, namely, hosting eorrrpnter
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`software applications and associated data For others; computer services, namely, technical consultation in
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`the field of application service provider {ASP} services and heated computer soilware; computer services,
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`namely, designing, customizing, implementing. integrating and maintaining network-based computer
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`software -applications for others; technical support services, namely. online troubleshooting .of computer
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`hardware, software, and networlr: problems; computer "services, namely, maintaining, designing-,,=and
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`implementing web sites -for others; computer services, namely, hosting‘ of web sites on a computer server
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`for a global computer network; providing temporary useoi‘ non-downloariable software for viewing
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`financial statements: providing online sales training tools, namely. providing temporary use of non-
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`downloadable software for training sales professionals‘-' in International Class 42-and “airline security
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`serviem, namely-, multifactor authentication of personal or confidential infonnation, transaction
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`monitoring, and fraud shutdown services in the tieldsefenline banking and financial management;
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`identity theft resolution
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`namely, providing assistance in rmolving occurrences ofidentity thefi;
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`fiaud protection services. namely, providing anti—phishing and anri—errrail "Fraud services; providing real-
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`timc fraud alert and fraud detection services in the fields of online hanlring and financial management" in
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`International Class 45, registered on the Principal Register on August 2, Zllll l;
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`IN'l'UI'i' FULL SERVICE PA‘lt'llGLIs, LLB. Reg. No. 4D3lldD5 for “payroll administration,
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`preparation, processing, and management services; payroll services, namely, verification of‘ employee
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`social security numbers and company identification numbers with federal and state agencies; payroll
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`services, namely, setting up company direct deposit aeeeunts and employee direct deposit accounts for
`
`ll-'la.1'it: lntuitive~Pay
`5::t'iItl No.: S¢l_i3-Willi-El
`r_E2_Ipposirion'l~le. H12l529
`Clpposer:
`lrttuit Inc.
`
`12
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`

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`payroll payments; paynoll planning; advice. information and eonsttltancy services: creating and .distributing
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`Form ‘W-2 wage and tax statements” in International Class 35, “ payroll tax notification, preparation,
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`payment, .and debiting services; payroll tax payment proeessiug. payroll lair payment management. and
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`payroll tait payment analysis
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`in International Class so and “software as a service [SrAfi.;S']
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`services featuring software for payroll administration, preparation, processing, and management; software
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`as asertriee {SAAB} services feattn-ittg software for payroll tart payrnt processing. payroll tax payntettt
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`management._ and payroll tax payment analysis’'' in lntern'alion'al_Class 41, registered on the Principal
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`Register on January lit, 2tl12;
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`Il*I'I'Ul'l' LA-BS, U3. Reg. No. 4tl8ti5fi‘I-' for “computer sollware t'or'_aceounting-and fmaneial
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`management functions; computer software for payroll administration. preparation, processing. and
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`management; eomputer sofiware for payroll tan payment processing, payroll tax payment rnanagement, and
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`payroll tax payment analysis; computer software for customer relationships mansgement;'e_empu1_.er
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`software for project management; computer software for business collaboration: computer software for
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`sliaringinforniation with team members: computer software for recording mentoranda of customer
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`interactions and team meetings; computer software for use in capturing, organizing, searchin