Filed Nov. 19, 2018

Serial No. 88199673

Examining Attorney MARLENE D BELL

Interlocutory Attorney SHANNA K SANDERS

Class Providing temporary use of online non-downloadable software portal for desktop computers, tablets, and mobile devices offering information in the field of finance and tax; Providing temporary use of online non-downloadable software for the purpose of analyzing a user's spending habits and anticipating future spending decisions using, matching tax professionals to users, filling out tax forms, and to analyze and process user data using algorithms, OCR, AI, and Machine Learning; Providing temporary use of online non-downloadable, browser-based, computer software for use in tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; Providing temporary use of online non-downloadable, browser-based, computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; Providing temporary use of online non-downloadable, browser-based, software portal for helping a user with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; Providing temporary use of online non-downloadable software for tax preparation, online banking analysis, and software to pre-populate tax forms with tax data from online banking accounts; maintenance of on-line databases for others, consisting of database integration services and data integration services for financial institutions to integrate tax related data with online banking data; Providing temporary use of online non-downloadable, browser-based, software application for the purpose of organizing, tracking and reporting tax deductible expenses; 100; 101