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HOLISTICOS

99779318 | Trademark citeCite Docket

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Filed April 22, 2026
Serial No. 99779318
Examining Attorney CORINNE ANNE KLEINMAN
Class Software as a service (SAAS) services featuring software for customer relationship management; Software as a service (SAAS) services featuring software for providing secure online portals for clients to access and manage financial and tax-related documents and information; Software as a service (SAAS) services featuring software for tracking and managing tax return preparation workflows; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial and tax data to identify required documentation and assist in preparation of tax returns for review by professionals; Software as a service (SAAS) services featuring software for investment portfolio analysis and financial reporting; Software as a service (SAAS) services featuring software for estate planning document organization and workflow management; Software as a service (SAAS) services featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; Software as a service (SAAS) services featuring software for compliance management, supervision, and recordkeeping for registered investment advisory firms; 100; 101
HOLISTICOS
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 2 days, 14 hours ago
Filing Date # Docket Text
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