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POSTED

99917949 | Trademark

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Filed July 1, 2026
Serial No. 99917949
Examining Attorney MARYNELLE WEST WILSON
Class Downloadable computer software for database management in the fields of accounting, book-keeping, financial management, business management, accounting practice management and business; Downloadable computer software and downloadable software development tools for the purposes of recording, processing and reporting financial transactions, generating financial and business reports, business or financial reporting, calculating tax, preparing and filing tax returns, monitoring account balances, bank reconciliation, accessing data feeds from banks or other financial institutions, currency conversion, legal and regulatory compliance management, tracking stock levels, managing inventory, managing computer hardware and business assets, managing business subscriptions, creating purchase orders, preparing quotations, billing customers, creating invoices, issuing receipts, tracking sales and payments, bill payments, performing electronic business transactions via a global computer network, managing expenses, managing customer and vendor contacts, customer relationship and supplier management, business networking, tracking sales leads, project cost management, managing workflow, planning and scheduling, human resource management, managing payroll, recording time sheets, enabling collaboration between accountants and clients, user authentication, electronic document signing and execution, document storage and management, data and database management including data extraction, migration, conversion, digitization, encryption, processing, analysis, visualization, security, storage, back-up, archiving and transmission, enabling users to collaborate on databases, collaborating on systems of record, communication, file sharing, transmission and display of digital content, enabling electronic secure exchange of messages and information, web, video and audio conferencing, tracking and analyzing buyer preferences and behaviour, analyzing business metrics, marketing automation, providing remote Internet access; Downloadable computer software and downloadable software development tools for the purposes of monitoring and support of computer systems by remote access, remote distribution of computer software and software updates, enabling integration between multiple software applications, marketing, e-commerce, and software development and website development in the fields of accounting, book-keeping, financial management, business management, accounting practice management and business; Downloadable software development tools and kits; Downloadable computer software for use as an application programming interface (API); Downloadable electronic publications in the nature of blog posts and articles in the fields of software and software development, accounting, book-keeping, finance and business; Downloadable software using artificial intelligence for summarizing financial reports; Downloadable computer software applications for use with artificial intelligence for data analysis in the field of business; Downloadable software using artificial intelligence for analysis of financial reports in the field of business; Downloadable computer software applications using machine learning and artificial intelligence for analysis of financial reports in the field of business; Downloadable computer software applications using artificial intelligence for data analysis in the field of business; Recorded computer software using artificial intelligence for analysis of data in the field of business; Recorded computer software using artificial intelligence for economic forecasting and analysis for business purposes; Recorded computer software using artificial intelligence for providing economic insights and patterns for business purposes; Downloadable computer software applications using artificial intelligence for providing economic insights and patterns for business purposes; Downloadable computer software applications for use with artificial intelligence for data analysis, economic forecasting and economic analysis for business purposes; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101
POSTED
Case Type Trademark 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: 1 day, 22 hours ago
Filing Date # Docket Text