Filed Oct. 31, 2025

Serial No. 99473200

Examining Attorney ANDREA KOYNER NADELMAN

Class Downloadable software for financial management, business management, financial records and transactions management, business process management, accounting, bookkeeping, tax preparation and filing, tax planning, tax calculation, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses and enterprise resource planning (ERP); downloadable software for customer relationship management (CRM), inventory management, business operations management, operations management, retail management, project cost management, and tax practice management; downloadable software and computer hardware for transaction processing, point of sale transactions, credit card payment processing, retail vending, retail checkout, online banking, credit and debit card management, business and financial transaction management, and downloadable e-commerce software for allowing users to perform electronic business transactions; downloadable software for use in connecting consumers with third-party financial services; downloadable computer software for use in providing automated personal financial management services; downloadable software for human resource management and administering and managing employee benefits and payroll, insurance plans, retirement plans, healthcare plans, and employee time tracking; downloadable software for marketing automation, email marketing, and marketing services in the nature of supporting and managing the creation, sending, optimizing, and targeting of bulk electronic mail, advertising, and promotional campaigns and surveys and for promotion of e-commerce web sites; downloadable software for use in banking for accessing and managing bank accounts, tracking personal finance transactions and managing financial investments and automated investment management; downloadable software for providing financial tools, namely, for managing and verifying financial transactions and automated financial advice; downloadable data analysis software for financial data analysis; downloadable software for processing tax refunds and tax payments; downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; downloadable software for pre-populating tax forms with tax data from online banking accounts; downloadable application software for accessing, viewing and managing checking accounts, credit card accounts and savings accounts, paying bills and transferring money; downloadable software for accessing savings account, checking account; magnetically encoded debit card; downloadable software for viewing credit score and reporting changes to credit score; downloadable software for monitoring consumers' credit scores, creating credit score reports, and providing online and email alerts concerning credit scores; downloadable software for use in marketing and providing advertisement and promotional offers to others based on credit reports; downloadable software for artificial intelligence processing and machine learning to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; downloadable software for knowledge engineering, namely, software for use in creating rules to apply to data to imitate the thought process of a human expert; downloadable software for generative artificial intelligence applications, namely, to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; downloadable software using artificial intelligence, including chatbot interfaces, for the production of speech, text, images, video, sound, haptics, and numerical calculations; downloadable software which takes automated actions on behalf of a user, a machine, an application, or operating system to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; downloadable software for automated analysis of data and for producing automated insights and enabling decision-making; downloadable software tools for use in software development; downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101; 107; 100; 101; 100; 101

Case Type Trademark Service mark