Multi-stage, multi-user engagement submission and tracking process
First Claim
1. A method for providing a plurality of submission screens for facilitating the submission of documents to a main server system for enabling a service provider to perform an engagement using the documents, the plurality of submission screens being accessible by a user using the client device in an order selected by the user, the method comprising:
- receiving, at a client device, a first selection from the user, and based on the first selection, displaying, on the client device, a first income tax return information submission screen;
receiving, at a main server system, first income tax return information submitted using the first income tax return information submission screen, the first income tax return information having a first identification code;
receiving, at the client device, a second selection from the user, and based on the second selection, displaying, on the client device, a second income tax return information submission screen;
receiving, at the main server system, second income tax return information submitted using the second income tax return information submission screen, the second income tax return information having a second identification code identical to the first identification code of the first income tax return information; and
displaying, on the client device, an income tax return tracking screen having a completion status of a plurality of income tax return preparation steps.
1 Assignment
0 Petitions
Accused Products
Abstract
A method for submitting information for an engagement is disclosed. The method might include the steps of generating a tracking screen for tracking the submission of a plurality of files, including a tax file and an image file, each file having the same client identification code, receiving the tax file from a first client device, and updating the tracking screen to reflect the submission of the tax file. The method further might include the steps of receiving an image file from a second client device, updating the tracking screen to reflect the submission of the image file, and transmitting the plurality of files to a remote server system.
-
Citations
15 Claims
-
1. A method for providing a plurality of submission screens for facilitating the submission of documents to a main server system for enabling a service provider to perform an engagement using the documents, the plurality of submission screens being accessible by a user using the client device in an order selected by the user, the method comprising:
-
receiving, at a client device, a first selection from the user, and based on the first selection, displaying, on the client device, a first income tax return information submission screen; receiving, at a main server system, first income tax return information submitted using the first income tax return information submission screen, the first income tax return information having a first identification code; receiving, at the client device, a second selection from the user, and based on the second selection, displaying, on the client device, a second income tax return information submission screen; receiving, at the main server system, second income tax return information submitted using the second income tax return information submission screen, the second income tax return information having a second identification code identical to the first identification code of the first income tax return information; and displaying, on the client device, an income tax return tracking screen having a completion status of a plurality of income tax return preparation steps. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
-
-
10. A computer program for allowing a user to access a plurality of submission screens in an order selected by the user, comprising instructions operable to cause a computer to:
-
display an income tax return tracking screen having a tax icon, a scan icon and a submit icon; display an upload files screen after the user selects the tax icon; transmit income tax return information having an identification code; display an upload images screen after the user selects the scan icon; transmit tax document information having an identification code identical to the identification code of the income tax return; and display a submit engagement screen having a completion status of a plurality of income tax return preparation steps after the user selects the submit icon. - View Dependent Claims (11, 12, 13, 14, 15)
-
Specification