System and method for providing business strategy and compliance information
First Claim
1. A business information system for providing business strategy and related information to a plurality of users comprising:
- a host, said host comprising at least one computing device configured to execute machine readable code to perform various functions;
an information database associated with said host, said information database containing business strategy information associated with said host;
a records database associated with said host, said records database containing business records in electronic format;
a forms database associated with said host;
said forms database containing forms in electronic format;
a calendaring module associated with said host for generating calendar dates and reminders regarding calendar dates;
a calendaring database associated with said host, said calendaring database containing calendaring data;
a user identification module associated with said host for use in identifying a user and a status of said user, said status of said user determining said user'"'"'s access to portions of said system; and
a communication interface associated with said host permitting information to be received by said host from a remotely located user via a communication link and permitting information to be transmitted from said host to said user.
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Accused Products
Abstract
A system includes a host computer, a records database and module for generating and storing business-related records in electronic form, a forms database and module for providing forms in electronic format and accepting user input to complete forms, an information database and graphical user interface for accessing information in the database, and a calendaring database and module for generating calendar dates for events and transmitting reminders, and a communication interface permitting remote users to access the system and access the information, forms, records and calendaring information/functions. In one embodiment, the stored information pertains to business strategy information, including tax planning, corporate and business entity strategy, formation, compliance and the like. Users are assigned to categories determining which information/functions are accessible to the user. One method comprises certifying certain users to provide services for others. The invention is a single-source point of access for comprehensive business and tax planning and compliance.
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Citations
23 Claims
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1. A business information system for providing business strategy and related information to a plurality of users comprising:
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a host, said host comprising at least one computing device configured to execute machine readable code to perform various functions;
an information database associated with said host, said information database containing business strategy information associated with said host;
a records database associated with said host, said records database containing business records in electronic format;
a forms database associated with said host;
said forms database containing forms in electronic format;
a calendaring module associated with said host for generating calendar dates and reminders regarding calendar dates;
a calendaring database associated with said host, said calendaring database containing calendaring data;
a user identification module associated with said host for use in identifying a user and a status of said user, said status of said user determining said user'"'"'s access to portions of said system; and
a communication interface associated with said host permitting information to be received by said host from a remotely located user via a communication link and permitting information to be transmitted from said host to said user. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A method of providing business information to a plurality of users comprising:
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providing a computer system including a host for receiving and transmitting information, said host capable of implementing a plurality of business information functions selected from the group consisting of providing business strategy information, storing electronic records, generating forms and generating calendar dates;
assigning a user to one of a plurality of user categories, each user category defining one or more of the plurality of business information functions to which said user has access, one or more of said user categories not permitting access to all of said business information functions;
receiving user identification information from a user desiring to use the system;
determining the user category assigned to said user; and
permitting said user to utilize said business information functions defined by said user category to which said user is assigned. - View Dependent Claims (12, 13, 14, 15, 16, 17)
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18. A method of providing business strategy and related business information to a party comprising:
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providing live classroom training to said user to educate the party regarding business strategy information in the areas of tax and business entity planning;
providing said party with business strategy information from an electronic database of stored information;
providing forms in electronic format for access by said party;
storing records in electronic format for said party;
generating calendar dates and providing calendar reminders to said party; and
providing said party with a newsletter containing information regarding business strategy information. - View Dependent Claims (19, 20, 21, 22, 23)
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Specification