Patents Assigned to Avalara, Inc.
  • Patent number: 11928744
    Abstract: A service engine determines whether there is a potential lack of transaction tax compliance in a plurality of jurisdictions for a plurality of entities. The service engine generates and/or transmits tax compliance data which may include information about potential lack of tax compliance of an entity in various jurisdictions based on rules about establishing nexus for purposes of remitting transaction tax in the jurisdictions. The tax compliance data may include a notification about the generation of the information, such as a notification to the entity that there exists a potential lack of tax compliance of that entity in specific jurisdictions. The service engine may update the tax compliance data dynamically and send corresponding notifications, automatically in real time or near real time for the applicable entity as sales of the entity change and/or rules for establishing nexus change for various jurisdictions.
    Type: Grant
    Filed: September 27, 2019
    Date of Patent: March 12, 2024
    Assignee: Avalara, Inc.
    Inventors: Seth Therrien, Jonathan Parramore, Sujoy Paul, Trevor Thomas, Kelly Woznicki, Jacob Wallace Bixby, Kevin Robert Halverson
  • Patent number: 11922475
    Abstract: Systems and methods for a user interface to summarize and personalize a large amount of price and product information, to identify patterns therein, and to generate recommendations in relation thereto are described herein.
    Type: Grant
    Filed: October 25, 2022
    Date of Patent: March 5, 2024
    Assignee: Avalara, Inc.
    Inventors: Praveen Selvam, Sanjay Parthasarathy, Satyanarayana Rao Kalikivayi
  • Patent number: 11900285
    Abstract: A specialized resource computation service engine electronically and automatically provides, in a timely and efficient manner, accurate and reliable tracking of mobile employees across domains and correctly apportions, calculates, and remits selected resources to those domains for employee compensation (including non-cash compensation) earned over a period of time according to the various different rules in various different domains. The system aggregates data indicative of different geographical locations and durations spent in the geographical locations by an employee over a time period, apportions respective amounts of time to each domain based on the aggregated data and computes, for the employee, a respective selected resource for each domain based on the respective amounts of time apportioned to each domain.
    Type: Grant
    Filed: May 21, 2020
    Date of Patent: February 13, 2024
    Assignee: Avalara, Inc.
    Inventors: Henry H. Frantz, Merianne K. White, Nathan Harrenstein, Kevin Robert Halverson, Manuela Dorado Novoa, Kohn Fletcher Ward, Gregory T. Kavounas
  • Patent number: 11900477
    Abstract: Embodiments of the invention relate to generating compliance scores based on first party data on a second party system for viewing by a third party.
    Type: Grant
    Filed: February 26, 2020
    Date of Patent: February 13, 2024
    Assignee: Avalara, Inc.
    Inventors: Marshal Kushniruk, Cassandra Searles, William Ingram, Gregory T. Kavounas
  • Patent number: 11875387
    Abstract: Systems and methods electronically obtain data regarding a plurality of sources and corresponding amounts of resources received from the sources for a plurality of relationship instances each associated with one or more respective domains of a plurality of domains. For each relationship instance of the plurality of relationship instances: the system electronically identifies a rate to calculate an amount of resource due to one or more respective domains associated with the relationship instance based on a source of a resource received for the relationship instance and the one or more respective domains and calculates an amount of resources due to at least one respective domain associated with the relationship instance based on the identified rate. For each domain of the plurality of domains, the system aggregates a total amount of resources due to the domain based on the calculated amount of resources due for each relationship instance associated with the domain.
    Type: Grant
    Filed: May 24, 2022
    Date of Patent: January 16, 2024
    Assignee: Avalara, Inc.
    Inventors: Andrew Brandon Chan, Danielle Lear, Brian K. Mason, Andrew Z. Fountain, Patrick Collins Chesser, Patrick J. Hampton, David A. Goldstein
  • Patent number: 11874826
    Abstract: In embodiments, a computer system produces a first resource for a first dataset having a time indicator, by applying a first digital rule. A first notification can be caused to be transmitted about an aspect of the first resource to a remote device. A second dataset can be stored, which has values derived from the first dataset, and encodes a parameter of the first resource. A second digital rule may be stored to replace the first digital rule, at an updating time (Tupd). The second digital rule may have an effective time (Teff) prior to the actual updating time Tupd. A second resource may be produced by applying the second digital rule. A second notification can be caused to be transmitted about an aspect of the second resource to a remote device.
    Type: Grant
    Filed: September 14, 2020
    Date of Patent: January 16, 2024
    Assignee: AVALARA, INC.
    Inventors: Gregory T. Kavounas, Pascal Patrice Van Dooren, Kevin James Hess, Barnabas Kendall
  • Patent number: 11861667
    Abstract: A service engine of a processor-based system determines an estimated amount of taxes due in association with a proposed transaction based on a risk tolerance value specified by a party to the transaction, such as a seller. Multiple classification code queries are generated for classifying an item that is the subject of the proposed transaction, from which a plurality of classification code candidates are determined. Each such classification code candidate is considered in determination of multiple corresponding possible tax-due amounts, and the taxes due for the proposed transaction are determined by the service engine based on a statistical calculation corresponding to the specified risk tolerance value. The service engine provides the estimated tax due amount to one or more parties to the proposed transaction.
    Type: Grant
    Filed: February 27, 2020
    Date of Patent: January 2, 2024
    Assignee: Avalara, Inc.
    Inventors: Adrian Nistor, Craig Evan Reed, Amy E. Morgan, David Kempe, Mark Alan Withers, Jurgis K P Vilis
  • Patent number: 11855842
    Abstract: In embodiments, a computer system of a primary entity receives from a secondary entity a first communication about a relationship instance between the primary entity and the secondary entity, and transmits to an Online Service Provider (OSP) a second communication with a dataset. The dataset has dataset parameters about the relationship instance. The second communication causes the OSP to select a file template per the dataset, to produce a resource for the dataset, and to prepare a digital exhibit that is arranged to report the resource as answering the identified requirement. The OSP then transmits to the computer system a third communication that includes an access indicator adapted to facilitate viewing the digital exhibit. Upon receiving the third communication, the computer system transmits a fourth communication to the device of the secondary entity, the fourth communication including the access indicator.
    Type: Grant
    Filed: February 22, 2023
    Date of Patent: December 26, 2023
    Assignee: Avalara, Inc.
    Inventors: Jayme Fishman, Andrew Brandon Chan, Gregory T. Kavounas
  • Patent number: 11847706
    Abstract: In embodiments, diagnostics are electronically determined and provided as to why historical resource values differ from resource values determined according to more-trusted ways. Historical relationship instance data regarding a plurality of historical relationship instances between a primary entity and a plurality of secondary entities are received along with a plurality of historical resource values, in which each historical relationship instance of the plurality of historical relationship instances is associated with a respective historical resource value of the plurality of historical resource values. The system produces a respective trusted resource values based on the respective historical relationship instance. Based on differences between the respective trusted resource value and the respective historical resource value associated with the dataset, the system outputs one or more diagnostic comments associated with the detected difference.
    Type: Grant
    Filed: February 10, 2023
    Date of Patent: December 19, 2023
    Assignee: Avalara, Inc.
    Inventors: Naveen Kumar Agrawal, Gregory T. Kavounas
  • Patent number: 11810205
    Abstract: Automated systems and methods for a secure electronic ledger provide a technical solution such that entities referencing the electronic ledger that are associated with a relationship instance can (a) form a consensus that the outcome of the relationship instance is legitimate and (b) determine whether future relationship instances between entities are compliant. An authority entity publishes to the secure electronic ledger data on which digital rules regarding aspects of the relationship instance between a first entity and second entity are based. Entities subscribed to the secure electronic ledger make digitally signed entries in real-time in the secure electronic ledger including data regarding the relationship instance that are visible by all entities associated with the relationship instance.
    Type: Grant
    Filed: September 22, 2020
    Date of Patent: November 7, 2023
    Assignee: Avalara, Inc.
    Inventor: Andrew Brandon Chan
  • Patent number: 11810193
    Abstract: An Online Software Platform (OSP) may receive a first dataset from a remote client device, and compute an estimated resource, from the first dataset and also per stored digital rules. The OSP may then communicate an aspect of the resource to the remote client device and receive a confirmation of the first dataset. The OSP may then process the first dataset, for matching it with another dataset, either internally or by outsourcing. Either way, the OSP may establish that the first dataset has been matched with a compatible second dataset. The OSP may then input a resource for the first dataset, which is determined according to stored digital rules. The OSP may further create one or more notifications and documents about the matching and the resource, and make them available to the remote client device or even to the device of another remote entity.
    Type: Grant
    Filed: February 11, 2022
    Date of Patent: November 7, 2023
    Assignee: Avalara, Inc.
    Inventors: Gregory T. Kavounas, Mark Janzen, Rahul Aggarwal, Bilkay Rose
  • Patent number: 11809590
    Abstract: Systems and methods electronically determine whether a dataset is permitted or excluded based on permission digital rules. Primary entities often are required, or choose to, exclude proposed relationship instances with secondary entities. The systems and methods described herein allow permission digital rules to be defined and applied to datasets obtained from secondary entities relating to a proposed relationship instance with the primary entity, and permit or exclude a resource from being produced for the dataset based on the permission digital rules.
    Type: Grant
    Filed: June 28, 2022
    Date of Patent: November 7, 2023
    Assignee: Avalara, Inc.
    Inventors: Mark Janzen, Gregory T. Kavounas, Charles M. Morrisette, Rohit Ghule
  • Patent number: 11790462
    Abstract: A service engine determines that an entity meets a first nexus establishment condition for a first domain and a second nexus establishment condition for a second domain. The service engine then computes a first selected resource for the first domain and a second selected resource for the second domain. When the service engine determines that the entity no longer meets the second nexus establishment condition for the second domain, the service engine determines a nexus-ending date for the second domain. Prior to the nexus-ending date being satisfied, the service engine continues to compute the first selected resource for the first domain and the second selected resource for the second domain. In response to the nexus-ending date being satisfied, the service engine computes the first selected resource for the first domain but does not compute the second selected resource for the second domain.
    Type: Grant
    Filed: August 15, 2022
    Date of Patent: October 17, 2023
    Assignee: Avalara, Inc.
    Inventors: Stefan Kim, Nikki Nash
  • Patent number: 11783212
    Abstract: Some embodiments of the present disclosure may relate generally to software-based service platforms and graphical user interface (GUI) architectures for determining and presenting rule-based conclusions, along with explanations identifying the factor or factors influencing the conclusions. Other embodiments may be disclosed and/or claimed.
    Type: Grant
    Filed: August 16, 2022
    Date of Patent: October 10, 2023
    Assignee: Avalara, Inc.
    Inventors: Naveen Kumar Agrawal, Marshal Kushniruk, Mark Wilhelm, Aaron David Wilson
  • Patent number: 11775849
    Abstract: Some embodiments of the present disclosure may relate generally to software-based service platforms and graphical user interface (GUI) architectures for determining and presenting rule-based conclusions, along with explanations identifying the factor or factors influencing the conclusions. Other embodiments may be disclosed and/or claimed.
    Type: Grant
    Filed: August 16, 2022
    Date of Patent: October 3, 2023
    Assignee: Avalara, Inc.
    Inventors: Naveen Kumar Agrawal, Marshal Kushniruk, Mark Wilhelm, Aaron David Wilson
  • Patent number: 11778058
    Abstract: An online software platform (OSP) produces, by applying resource digital rules to previous relationship instance data of a primary entity data associated with one or more secondary entities of the domain, a domain resource regarding the domain. The OSP may then determine, by applying an alignment digital rule of the domain to the relationship instance data and the domain resource, whether or not an alignment condition of the domain is met, which indicates whether resources for relationship instances of the primary entity should have been remitted to the domain. If the alignment condition is not met, then the OSP may assemble proposal components, and communicate some of them to the domain on behalf of the primary entity to remit the resources, without initially communicating those proposal components that would reveal the identity of the primary entity.
    Type: Grant
    Filed: July 21, 2022
    Date of Patent: October 3, 2023
    Assignee: Avalara, Inc.
    Inventors: Gregory T. Kavounas, Herve Marzio, Tyler Flora, Winona Dotson, William Rau
  • Patent number: 11762811
    Abstract: Systems and methods electronically generate sample dots, produce resources associated with the dots and estimate a resource for a target point from known resources of dots near the target point based on client side version of digital rules, cataloged data and coarse values previously received from the online service platform. A client receives cataloged data of a cataloged domain in which the cataloged data includes data representing a plurality of dots and a respective computed resource value for each of the dots and each dot of the plurality of dots represents a point in the cataloged domain. In response to confirming a target point is in the cataloged domain, the system discovers a closest one or more dots to the target point based on the cataloged data, estimates a statistic for a resource for the target point based on the respective computed resource values of the closest one or more dots, stores the estimated statistic in a memory, and produces the local estimate based on the estimated statistic.
    Type: Grant
    Filed: August 13, 2021
    Date of Patent: September 19, 2023
    Assignee: Avalara, Inc.
    Inventors: Mark Janzen, Aaron Lee Robles, Nikki Nash, Rahul Aggarwal, Gregory T. Kavounas
  • Patent number: 11748363
    Abstract: In embodiments, given a surface that has domains on it and a first location, a second location is generated in the surface. The second location belongs in the same domains as the first location, and does not belong in the same domains as the second location. An advantage can be that, in embodiments, the second location can be used in lieu of the first location. A use case can be where it is desired to protect the privacy of location data of an entity, such as its address.
    Type: Grant
    Filed: March 19, 2020
    Date of Patent: September 5, 2023
    Assignee: Avalara, Inc.
    Inventors: Mark Janzen, Gregory T. Kavounas, Rohit Ghule, Charles M. Morrisette
  • Patent number: 11722433
    Abstract: An online software platform (OSP) classifies challenges to digital rules into buckets according to respective challenged digital rules that were applied to produce respective challenged resources. The OSP computes respective statistics for the buckets. Each bucket may have a corresponding statistic associated with the bucket based on a current total number of challenges that have been classified into that bucket. The OSP ranks the buckets according to the respective statistics of the buckets. The OSP may correct, based on the ranking of the buckets, the respective challenged stored digital rule of the selected bucket without yet correcting the respective challenged digital rule of at least one of the other buckets. This correction is stored and included in digital rules to be used to produce resources going forward.
    Type: Grant
    Filed: August 30, 2022
    Date of Patent: August 8, 2023
    Assignee: Avalara, Inc.
    Inventors: Marshal Kushniruk, Naveen Kumar Agrawal, Gregory T. Kavounas, Nikki Nash, Stefan Kim
  • Patent number: 11720703
    Abstract: Systems and methods electronically determine whether a dataset is permitted or excluded based on permission digital rules. Primary entities often are required, or choose to, exclude proposed relationship instances with secondary entities. The systems and methods described herein allow permission digital rules to be defined and applied to datasets obtained from secondary entities relating to a proposed relationship instance with the primary entity, and permit or exclude a resource from being produced for the dataset based on the permission digital rules.
    Type: Grant
    Filed: June 28, 2022
    Date of Patent: August 8, 2023
    Assignee: Avalara, Inc.
    Inventors: Mark Janzen, Gregory T. Kavounas, Charles M. Morrisette, Rohit Ghule