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50009396 | Trademark

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Filed July 23, 2026
Serial No. 50009396
Examining Attorney null
Class Software as a service (SaaS) services featuring financial and tax software for uploading, importing, storing, accessing, managing, consolidating, and analyzing financial documents, financial transaction data, account information, wealth data, and tax information; Providing temporary use of online non-downloadable software for financial reporting, accounting, tax preparation, tax planning, investment analysis, market analysis, and business administration; Providing a website featuring technology that enables users to extract, analyze, and automatically transfer financial and tax information from electronic documents into tax forms and portfolio financial information; Software as a service (SaaS) services featuring software for providing real-time access to and consolidation of individual and family wealth asset information; 100; 101
Design
Case Type Service mark
Status New application awaiting assignment to an examining attorney. <a href="https://www.uspto.gov/dashboard/trademarks/application-timeline.html">See current trademark processing wait times </a> for more information.
Last Updated: 1 day, 13 hours ago
Filing Date # Docket Text