Filed Oct. 1, 2026

Serial No. 50139693

Class Downloadable computer software for creating and managing proposals; engagement letters and contracts; obtaining electronic signatures; client onboarding; client identity verification, anti-money laundering and know your customer compliance checks; invoicing, billing and payment collection; sales pipeline management; service pricing, reporting and analytics; and integrating with practice-management, accounting, payroll, customer relationship management and payment software, all for use by accounting and professional services firms; Downloadable computer software using artificial intelligence (AI) for generating service pricing recommendations, automating workflow tasks, summarizing conversations, meetings and documents, drafting client communications and reports, and operating AI agents that perform these functions, all for use by accounting and professional services firms; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark