Filed Oct. 28, 2026

Serial No. 50186649

Examining Attorney null

Class (Based on Use) Downloadable computer software using artificial intelligence (AI) for analyzing financial data and accounting records, performing audit tests on financial transactions and supporting documents, analyzing audit evidence, preparing audit working papers, and managing audit workflows, all using AI agents and all for use in auditing and assurance (Based on Intent to Use) Downloadable computer software using artificial intelligence (AI) for recording and categorizing accounting transactions, bookkeeping, reconciling accounts, performing financial close procedures, and preparing financial statements and financial reports; Downloadable tax preparation software; Downloadable computer software using artificial intelligence (AI) for generating analytical reports and recommendations for use in providing auditing, assurance, accounting, tax, and financial advisory services; Downloadable computer software using artificial intelligence (AI) for financial planning, budgeting, forecasting, and financial management; Downloadable computer software using artificial intelligence (AI) for operating chatbots and AI agents that communicate with clients by chat, email, and telephone calls, answer questions, send follow-ups, and request and collect supporting documents, all in connection with audit, accounting, and tax engagements; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark