Filed Oct. 15, 2024

Serial No. 98801607

Registered March 3, 2026

Registration No. 8,163,421

Class Software as a Service (SaaS) services featuring software for automating and assisting workflows for CPAs during tax preparation; Software as a Service (SaaS) services featuring software to automate the ingestion, analysis, and processing of tax documents, business records, and financial data as well as all subsequent workpaper preparation needed to render a complete service around tax preparation; Software as a Service (SaaS) services featuring software to generate detailed workpapers, reports, and related tax documents in order to streamline the workflow for accountants and tax professionals; Software as a Service (SaaS) services featuring software for document management; Software as a Service (SaaS) services featuring software to automatically extract and organize relevant financial data and prepare tax-related documentation, including workpapers determining and documenting all required calculations for tax preparation, in compliance with applicable tax laws and regulations, enhancing accuracy and efficiency in tax preparation; Software as a Service (SaaS) services featuring software to export completed tax preparation documents and workpapers; 100; 101

Case Type Service mark