Method and system for providing personalized responses to questions received from a user of an electronic tax return preparation system

• US 10,628,894 B1
• Filed: 01/28/2015
• Issued: 04/21/2020
• Est. Priority Date: 01/28/2015
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Ioannou, Nikolaos, Baker, Tristan C., Gast, Christopher Joel, Nations, Patricia
• Primary Examiner(s): Nguyen, Tien C
• Application Number:
  US14/608,039
• Time in Patent Office: 1,910 Days
• Field of Search: 705 31, 705 39, 705 40, 705 45, 705 37, 705 26, 715708, 715802, 715776
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

Abstract

A method and system provides a personalized question response to a tax-related question that is received from a user of an electronic tax return preparation system, according to one embodiment. The method and system include receiving user data that is associated with the user of the electronic tax return preparation system, according to one embodiment. The method and system include monitoring interactions between the user and a user interface of the electronic tax return preparation system to determine user analytics, according to one embodiment. The method and system include receiving a tax-related question having question content, according to one embodiment. The method and system include determining a question response that satisfies the tax-related question, according to one embodiment. The method and system include providing the question response to the user through the user interface, according to one embodiment.

Claims

1. A computing system implemented method for providing a personalized question response to a tax-related question that is received from a user of an electronic tax return preparation system, comprising:

receiving, with a computing system, user data that is associated with the user of the electronic tax return preparation system;

monitoring interactions between the user and a user interface of the electronic tax return preparation system to determine user analytics, wherein the user analytics represent a behavior of the user while interacting with the user interface of the electronic tax return preparation system, the user analytics including at least mouse-over data, durations for entering responses to questions and navigation history between webpages;

receiving a tax-related question having question content, wherein the tax-related question is submitted to the electronic tax return preparation system by the user;

parsing the question content into phrases, terms, and other words that represent a substantive purpose of the question;

selecting, from a plurality of predetermined question response templates, a question response template to use for delivering a personalized question response to the user, wherein the question response template is selected at least partially based on the parsed question content, the user data, the user'"'"'s tax filing status, and the user analytics including consideration of at least mouse-over data, durations for entering responses to questions and navigation history between webpages;

determining a personalized question response that satisfies the tax-related question;

populating the selected question response template with data representing the personalized question response, the personalized question response data including user data, user'"'"'s tax filing status, question content, instructions, and crowd source responses to similar questions, resulting in a populated personalized question response template;

in response to the question content being parsed, automatically establishing a communication link between a human support person and the user;

providing the populated personalized question response template to the user through the user interface;

determining that the question was not answered to a satisfaction of the user; and

adjusting, responsive to the determination that the question was not answered to a satisfaction of the user, a future question response for a next similar question.

2. The method of claim 1, wherein the question response includes one or more question response templates,

wherein each of the one or more question response templates is related to a particular category of questions.

3. The method of claim 2, wherein the one or more question response templates display the question content;

at least some of the user data;

at least some of the user analytics; and

a specific data, a mailing address, a website address, an instruction, or a notice that addresses the tax-related question of the user.

4. The method of claim 2, wherein the one or more question response templates provide crowd source responses that were generated to respond to similar questions as the tax-related question of the user,

wherein the one or more question response templates provide instructional publications that address the tax-related question of the user and that are prepared by tax professionals.

5. A system for providing a personalized question response to a tax-related question that is received from a user of an electronic tax return preparation system, the system comprising:

at least one processor; and

at least one memory coupled to the at least one processor, the at least one memory having stored therein instructions which, when executed by any set of the at least one processors, perform a process including;

receiving, with a computing system, user data that is associated with the user of the electronic tax return preparation system;

monitoring interactions between the user and a user interface of the electronic tax return preparation system to determine user analytics, wherein the user analytics represent a behavior of the user while interacting with the user interface of the electronic tax return preparation system, the user analytics including at least mouse-over data, durations for entering responses to questions and navigation history between webpages;

receiving a tax-related question having question content, wherein the tax-related question is submitted to the electronic tax return preparation system by the user;

parsing the question content into phrases, terms, and other words that represent a substantive purpose of the question;

selecting, from a plurality of predetermined question response templates, a question response template to use for delivering a personalized question response to the user, wherein the question response template is selected at least partially based on the parsed question content, the user data, the user'"'"'s tax filing status, and the user analytics including consideration of at least mouse-over data, durations for entering responses to questions and navigation history between webpages;

determining a personalized question response that satisfies the tax-related question;

populating the selected question response template with data representing the personalized question response, the personalized question response data including user data, user'"'"'s tax filing status, question content, instructions, and crowd source responses to similar questions, resulting in a populated personalized question response template;

in response to the question content being parsed, automatically establishing a communication link between a human support person and the user;

providing the populated personalized question response template to the user through the user interface; and

providing the question response to the user through the user interface.

6. The system of claim 5, wherein the question response includes one or more question response templates,

wherein each of the one or more question response templates is related to a particular category of questions.

7. The system of claim 6, wherein the one or more question response templates display the question content;

at least some of the user data;

at least some of the user analytics; and

a specific data, a mailing address, a website address, an instruction, or a notice that addresses the tax-related question of the user.

8. The system of claim 6, wherein the one or more question response templates provide crowd source responses that were generated to respond to similar questions as the tax-related question of the user,

wherein the one or more question response templates provide instructional publications that address the tax-related question of the user and that are prepared by tax professionals.