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Tax return outsourcing and systems for protecting data

  • US 7,756,761 B1
  • Filed: 06/27/2003
  • Issued: 07/13/2010
  • Est. Priority Date: 11/25/2002
  • Status: Active Grant
First Claim
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1. A financial services outsourcing method for facilitating a direct service provider'"'"'s management of human resources for providing financial services to numerous clients, the financial services being outsourced to an outsourcing group abroad, the method comprising:

  • prioritizing tax returns for outsourcing, wherein a tax return with a lower priority is outsourced before a tax return with a higher priority is outsourced;

    for plural respective direct services providers, loading, onto a remotely accessible part of a common host server located in a given country, client specific financial files and corresponding reference materials, the host server providing access to a remote computer client of information concerning the client specific financial files and corresponding reference materials;

    retaining outsourced personnel to perform tax return preparation services for clients of the direct service providers during a tax season in a given year and to perform other financial service projects for the clients of the direct service providers during a different season of the given year, the outsourced personnel preparing the tax returns and performing the other financial service projects while in an outsource country different from the given country;

    providing the outsourced personnel limited access to the server;

    the outsourced personnel performing the tax return preparation services during the tax season in the given year and performing the financial service projects during a different season of the given year through a remote limited access client located in the outsource country; and

    monitoring and reporting a status of the tax return preparation services and of the other financial service projects.

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