Abstract: Methods, systems, and apparatus for automatically obtaining tax documents. The system includes a taxpayer client device and a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to receive, from the taxpayer client device, authentication data for a third party database. The server is configured to access the third party database using the authentication data. The server is configured to receive a document from the third party database and automatically determine whether the document corresponds to a tax return item from the list of tax return items. The server is configured to automatically store the document when the document corresponds to one of the tax return items from the list of tax return items.

Abstract: Methods, systems, and apparatus for automatically obtaining tax documents. The system includes a taxpayer client device and a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to receive, from the taxpayer client device, authentication data for a third party database. The server is configured to access the third party database using the authentication data. The server is configured to receive a document from the third party database and automatically determine whether the document corresponds to a tax return item from the list of tax return items. The server is configured to automatically store the document when the document corresponds to one of the tax return items from the list of tax return items.

Abstract: Methods, systems, and apparatus for facilitating interactions between a taxpayer and a tax preparer. The system includes a taxpayer client device configured to provide a graphical user interface to a user for receiving and displaying data in a consistent manner. The system also includes a signature unit configured to receive taxpayer signature data from the taxpayer client device via the graphical user interface. The system also includes a document upload unit configured to receive tax document data from the taxpayer client device via the graphical user interface. The system also includes a secure messaging unit configured to facilitate securely exchanging messages between devices. The system also includes an E-File authorization unit configured to receive taxpayer E-File authorization data from the taxpayer client device via the graphical user interface. The system also includes a payment unit configured to receive payment data from the taxpayer client device via the graphical user interface.

Abstract: Methods, systems, and apparatus for automatically assembling documents. The system includes a client device which communicates a document file. The system includes a server which receives, from the client device, the document file, and automatically detects document data. The server stores a data resource, and transform the data resource to include the document data. The server provides access to the data of the data resource to the client device and a preparer client device when the preparer is authorized by the user. The server removes access to the data of the data resource to the preparer client device when authorization of the preparer is removed by the user. The server provides access to a client device associated with a new preparer when the new preparer is authorized by the user. The server provides the data resource to a secondary system configured to automatically generate a completed form for the user.

Abstract: Methods, systems, and apparatus for automatically obtaining tax documents. The system includes a taxpayer client device and a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to receive, from the taxpayer client device, authentication data for a third party database. The server is configured to access the third party database using the authentication data. The server is configured to receive a document from the third party database and automatically determine whether the document corresponds to a tax return item from the list of tax return items. The server is configured to automatically store the document when the document corresponds to one of the tax return items from the list of tax return items.

Abstract: Methods, systems, and apparatus for automatically obtaining tax documents. The system includes a taxpayer client device and a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to receive, from the taxpayer client device, authentication data for a third party database. The server is configured to access the third party database using the authentication data. The server is configured to receive a document from the third party database and automatically determine whether the document corresponds to a tax return item from the list of tax return items. The server is configured to automatically store the document when the document corresponds to one of the tax return items from the list of tax return items.

Abstract: Methods, systems, and apparatus for automatically assembling documents. The system includes a client device which communicates a document file. The system includes a server which receives, from the client device, the document file, and automatically detects document data. The server stores a data resource, and transform the data resource to include the document data. The server provides access to the data of the data resource to the client device and a preparer client device when the preparer is authorized by the user. The server removes access to the data of the data resource to the preparer client device when authorization of the preparer is removed by the user. The server provides access to a client device associated with a new preparer when the new preparer is authorized by the user. The server provides the data resource to a secondary system configured to automatically generate a completed form for the user.

Abstract: Methods, systems, and apparatus for automatically categorizing digital tax documents. The system includes a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to communicate, to the taxpayer client, the list of tax return items. The taxpayer client device is configured to receive a document and display, via a graphical user interface, the list of tax return items. The taxpayer client device is configured to receive, via the graphical user interface, an identification of a tax return item associated with the document. The taxpayer client device is configured to communicate, to the server, the document and the identification of the tax return item. The server is configured to automatically name the document, and automatically store the document.

Abstract: Methods, systems, and apparatus for automatically obtaining tax documents. The system includes a taxpayer client device and a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to receive, from the taxpayer client device, authentication data for a third party database. The server is configured to access the third party database using the authentication data. The server is configured to receive a document from the third party database and automatically determine whether the document corresponds to a tax return item from the list of tax return items. The server is configured to automatically store the document when the document corresponds to one of the tax return items from the list of tax return items.

Abstract: Methods, systems, and apparatus for facilitating interactions between a taxpayer and a tax preparer. The system includes a taxpayer client device configured to provide a graphical user interface to a user for receiving and displaying data in a consistent manner. The system also includes a signature unit configured to receive taxpayer signature data from the taxpayer client device via the graphical user interface. The system also includes a document upload unit configured to receive tax document data from the taxpayer client device via the graphical user interface. The system also includes a secure messaging unit configured to facilitate securely exchanging messages between devices. The system also includes an E-File authorization unit configured to receive taxpayer E-File authorization data from the taxpayer client device via the graphical user interface. The system also includes a payment unit configured to receive payment data from the taxpayer client device via the graphical user interface.