Patents Assigned to Intuit
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Patent number: 8584029Abstract: Systems and methods for assisting user interaction with physical objects. A system may include an interactive display surface configured to display visual output and receive a physical object, where the object possesses encoded data including data other than data directly identifying the object. The system may include a computer-readable storage medium storing program instructions executable by the surface computer to implement software applications. In response to the display surface receiving the object, the surface computer may be configured to read the encoded data passively with respect to the object, without using an active electronic interface between the surface computer and the object, and to display a user interface for software applications dependent upon the passively read encoded data, such that one or more elements of the user interface are visually associated on the interactive display surface with the physical object.Type: GrantFiled: May 23, 2008Date of Patent: November 12, 2013Assignee: Intuit Inc.Inventors: Matthew E. Gerde, Jeffrey M. Wolfe, Michael J. Rainwater
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Patent number: 8583516Abstract: Automatically mapping and importing accounting application data into to a tax preparation application. Account data including an account name is received from an accounting application. A tax category corresponding to the account name is determined automatically, and a tax line assignment or line of a form of the tax preparation application is automatically assigned to the account name such that the corresponding account data can be mapped to and imported into the appropriate section of a tax return. For this purpose, a table or spreadsheet of search terms may be used to correlate an account name selected by a user to a tax category, which is used to determine the appropriate tax line assignment or line of a tax form for that particular account.Type: GrantFiled: December 12, 2008Date of Patent: November 12, 2013Assignee: Intuit Inc.Inventors: Elizabeth J. Pitt, Steven M. Anderson, Sheri C. Dombrow, Patricia D. Hansen
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Patent number: 8583517Abstract: Sending electronic messages related to a tax return from a mobile communication device of an accountant or client. Computers having tax preparation programs that are utilized prepare tax returns are synchronized with a host computer. A browser executes on a mobile communication device and a web application on the second computer executes to display a client list. A client is selected, and the web application presents an interface including tax return data of the selected client on the mobile communication device. The interface includes an icon or object that when selected generates a message window that may be at least partially automatically populated. A message may be typed in the window and sent from the mobile communication device. For example, the accountant may send a self-addressed message to a computer utilized to prepare the tax return, or the client may send the accountant a message.Type: GrantFiled: April 30, 2010Date of Patent: November 12, 2013Assignee: Intuit Inc.Inventors: Phillip J. Ohme, Brett A. Hellman, Dante Cassanego, Kathy A. Kirkendall
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Patent number: 8577810Abstract: A method to authorize a mobile payment for a transaction. The method includes receiving a facial image of a consumer who requests the mobile payment for the transaction using account information stored in a mobile device of the consumer, wherein the facial image is provided by a point-of-sale (POS) device while initiating the transaction on behalf of the consumer, receiving a verified facial image of an account holder, comparing the facial image of the consumer and the verified facial image of the account holder based on a pre-determined criterion to verify the consumer as the account holder, generating, in response to verifying the consumer as the account holder, an authorization of the mobile payment based on the account information, and sending the authorization to the POS device to complete the transaction.Type: GrantFiled: September 29, 2011Date of Patent: November 5, 2013Assignee: Intuit Inc.Inventors: Christian Gregory Dalit, Colin J. Roper
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Publication number: 20130290169Abstract: The disclosed embodiments provide a system that facilitates management of a financial transaction. During operation, the system obtains transaction data for the financial transaction between a user and an organization from a Short Message Service (SMS) notification on an electronic device of the user. Next, the system determines a category of the financial transaction based on the transaction data. The system also displays the transaction data and the category on the electronic device. Finally, the system uses the displayed transaction data and the displayed category to enable, for the user, management of the financial transaction without accessing the transaction data at the organization.Type: ApplicationFiled: April 25, 2012Publication date: October 31, 2013Applicant: INTUIT INC.Inventors: Venkata Naresh Bathula, Sanjay Kumar, Raju V. S. S. Vusirikala, Smita Shankar, Sunil H. Madhani
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Patent number: 8572072Abstract: A method involves classifying a financial transaction of an item. The method steps include receiving a text description of the item, processing the text description to generate a search term, selecting a set of named categories, conducting a first search for the search term and each named category, processing first results of the first search, calculating an affinity score for each named category, identifying a first target affinity score, identifying a target category from the set of named categories, presenting the text description and the target category, receiving feedback that the target category is incorrect, generating a revised set of named categories by removing the target category from the set of named categories, conducting a second search for the search term and each of the revised set of named categories, and presenting a revised target category.Type: GrantFiled: February 22, 2011Date of Patent: October 29, 2013Assignee: Intuit Inc.Inventor: George Roumeliotis
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Patent number: 8571981Abstract: One embodiment provides a system that facilitates an electronic transaction between a set of entities. During operation, the system discovers a potential interaction between the entities and verifies a set of shared electronic transfer capabilities between the entities. Next, the system facilitates the electronic transaction between the entities by notifying one or more of the entities of the shared electronic transfer capabilities.Type: GrantFiled: January 29, 2009Date of Patent: October 29, 2013Assignee: Intuit Inc.Inventors: William T. Laaser, Rajalakshmi Ganesan, James A. Schneider
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Method and system to automatically create a contact with contact details captured during voice calls
Patent number: 8571528Abstract: A method for capturing identity information on a voice call, including determining that a phone call is in session on a mobile device, where the voice call is conducted between an identifying user and a target user, receiving an activation input, initiating, in response to the activation input, an audio recording of the target user on the phone call, recording a voice of the target user in the audio recording, receiving a deactivation input, concluding, in response to the deactivation input, the audio recording of the target user on the phone call, storing the audio recording of the target user, converting the audio recording into an audio recording text, parsing the audio recording text to generate the identity information of a third party, creating, for the third party, a contact including the identity information in the mobile device, and storing the contact in the mobile device.Type: GrantFiled: January 25, 2012Date of Patent: October 29, 2013Assignee: Intuit Inc.Inventor: Girish Mallenahally Channakeshava -
Patent number: 8566408Abstract: A method for providing access to content using a global textsite platform (GTP), including receiving, from a user device associated with a device identifier, a first user message including a first navigation state identifier of a sequential plurality of navigation state identifiers, identifying a first text page of the textsite associated with the first navigation state identifier, and identifying a second text page associated with a first navigating keyword, where the second text page is navigable from the first text page. The method also includes determining a second navigation state identifier sequentially after the first navigation state identifier, associating the second text page with the second navigation state identifier, and storing the association. The method also includes generating a GTP message of the first text page, including the first navigating keyword modified by the second navigation state identifier, and sending the GTP message for display on the user device.Type: GrantFiled: October 14, 2010Date of Patent: October 22, 2013Assignee: Intuit Inc.Inventors: Manish R. Shah, Clinton Nielsen, Manish Maheshwari, Scott D. Cook
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Patent number: 8566952Abstract: A system and method allows signed permissions to be used to decrypt data. Unsigned permissions may also be used to decrypt data up to a limit.Type: GrantFiled: December 24, 2009Date of Patent: October 22, 2013Assignee: Intuit Inc.Inventor: David Michaels
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Patent number: 8560447Abstract: Systems, method and articles of manufacture for identifying an account of an account holder, user or payor to be utilized for an electronic bill payment to a payee. An online bill payment system or separate program receives account data of the payor from payor accounts at financial institution that will process the electronic bill payment and from another financial institution at which the payor has an account. Data of accounts hosted by the other financial institution is received from a financial management system. Data such as account balances and transactions is analyzed to determine estimated balances of the accounts on a payment data and to generate account rankings or scores. Account selection is based at least in part upon the scores, and the selected account is presented to the payor and may then be used for the electronic bill payment, or the payor may select a different account.Type: GrantFiled: July 27, 2011Date of Patent: October 15, 2013Assignee: Intuit Inc.Inventors: Shailesh J. Hinghole, LennaRani Chittineni, Suresh R. Rao
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Patent number: 8554644Abstract: A method for managing inventory information that includes displaying the inventory information in a graphical user interface of a mobile device, and adding an item as part of the inventory information, using the mobile device, where adding the item includes adding descriptive metadata about the item to the inventory information.Type: GrantFiled: June 14, 2012Date of Patent: October 8, 2013Assignee: Intuit Inc.Inventors: Steven A. Sholtis, Terry F. LeClair, Richard W. Ihrie, James R. Del Favero
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Patent number: 8554645Abstract: A method and system for determining business expenditures with vendors and automatically generating and submitting required forms whereby vendor identification data and/or contact information is obtained. Data representing current vendor reporting requirements and/or contact information for any associated reporting agency is obtained and stored along with data representing one or more associated reporting forms. Financial transaction data associated with a business is then obtained and analyzed using the current vendor reporting requirement data to identify/match one or more vendors used by the business that are subject to the reporting requirement.Type: GrantFiled: January 4, 2011Date of Patent: October 8, 2013Assignee: Intuit Inc.Inventors: Michael Hwu, Bennett R. Blank, Abraham Zafar
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Patent number: 8554670Abstract: Identifying missed electronic check-ins and crediting missed check-ins to members of a social network by utilizing transaction data from an intermediate computer other than a computer of the social network. Missed check-ins are identified using transaction data resulting from an activity of the member at a check-in location, e.g., when the member purchased an item from a merchant at a check-in location or made a call from the location. Transaction data is sent from a computer that stores the data to the social network computer that manages check-ins. Transaction location is compared with check-in locations to determine whether the member should receive credit for the missed check-in, which may count towards rewards or benefits of the social network even though the member is not currently at the check-in location since the missed check-in is validated by a trusted source of transaction data.Type: GrantFiled: June 18, 2010Date of Patent: October 8, 2013Assignee: Intuit Inc.Inventors: Bennett R. Blank, Jonathan A. Lieberman, Saied Moezzi, Ronald J. Char
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Publication number: 20130262307Abstract: A method to process credit card transactions, including obtaining available merchant account IDs allocated to a master merchant account at a credit card processor entity of a credit card transaction network, where the master merchant is authorized to set up merchant accounts based on the master merchant account and assumes merchant-side financial risks of the merchant accounts, receiving, after obtaining the available merchant account IDs, a request from a merchant to set up a merchant account, and assigning, in response to credit approval of the merchant, a merchant account ID selected from the available merchant account IDs to the merchant for setting up the merchant account, where a credit card transaction of the merchant is submitted, subsequent to assigning the merchant account ID, to the credit card processor entity for authorization based on the master merchant account, where the credit card transaction is tagged with the merchant account ID.Type: ApplicationFiled: March 30, 2012Publication date: October 3, 2013Applicant: INTUIT INC.Inventors: Jonathan David Fasoli, Jugdip Singh Bath, Maksim Rokhline, Allyson Lippert Letteri, Scott Alan Blum, Yogish Pai
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Patent number: 8549483Abstract: Embodiments of a system (such as a computer system), a method, and a computer-program product (e.g., software) for use with the computer system are described. These embodiments may be used to test software that includes instructions for a graphical user interface with objects that receive values in associated fields. In particular, during testing, the system identifies the objects and associated expected values in the software, tests the software based on the identified objects and the expected values, and generates a flow file which includes the testing operations and corresponding results. Moreover, during the testing, the system may generate a compliance document which includes the testing operations and the results.Type: GrantFiled: January 22, 2009Date of Patent: October 1, 2013Assignee: Intuit Inc.Inventors: Michael S. Bridges, Sr., Dennis Keith Fischer
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Patent number: 8544726Abstract: In accordance with one embodiment, one or more R&D project/activity survey tools are generated and used to obtain employee R&D activity data. Payroll data is automatically obtained and the employee R&D activity data and employee payroll data is used to determine a R&D cost data indicating a total cost to a business of all employee time devoted to qualified R&D. R&D tax credit qualification data for the business is also automatically obtained and the R&D cost data and R&D tax credit qualification data for the business is used to automatically calculate the R&D tax credit for the business. Any evidentiary data supporting the calculated R&D tax credit data is then automatically correlated and stored.Type: GrantFiled: January 31, 2012Date of Patent: October 1, 2013Assignee: Intuit Inc.Inventor: Sandra Hahn
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Patent number: 8548444Abstract: A method to initiate a phone call to a contact. The method includes analyzing a text message to identify a first attribute of the contact, and selecting one or more entries from a contact list stored in the mobile device by matching the first attribute of the contact to a portion of each of the one or more entries. The method also includes identifying a second attribute of the contact from the one or more entries based on a first pre-determined criterion, and modifying the text message to generate a displayed text message comprising a modified attribute that is modified from the first attribute based on the second attribute. The method also includes receiving a user selection as a first input indicating a user selected the modified attribute in response to viewing the displayed text message, and initiating the phone call to the contact based on the phone number.Type: GrantFiled: January 20, 2012Date of Patent: October 1, 2013Assignee: Intuit Inc.Inventors: Girish Mallenahally Channakeshava, Scott D. Cook
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Patent number: 8548906Abstract: Method and apparatus for automatic savings upon event detection. An electronic transfer of funds from one financial account to another financial account is performed in response to selection of a user interface element to a computer software program. For example, a user may initiate the transfer of a fixed, relatively small amount from a checking account to a savings account by selecting a user interface element configured to initiate a funds transfer transaction. Each time the user selects the user interface element, a new funds transfer transaction is generated and transmitted to a financial institution's computer system(s) via a network. Thus, for example, a user may quickly and easily transfer relatively small, fixed amounts of funds from checking into savings without changing the current context of the computer software program.Type: GrantFiled: January 24, 2008Date of Patent: October 1, 2013Assignee: Intuit Inc.Inventor: Suzanne Y. Pellican
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Publication number: 20130250368Abstract: During an information-extraction technique, a user of an electronic device may be instructed by an application executed by the electronic device (such as a software application) to acquire images, with different orientations (which are known to the user), of a target location on a document using an imaging sensor, which is integrated into the electronic device. After the user has taken a first image and before the user takes a second image in a different orientation of the electronic device (and, thus, the imaging sensor), the electronic device captures multiple images of the document. Then, the electronic device stores the images with associated timestamps. Moreover, after the user has taken the second image, the electronic device analyzes one or more of the first image, the second image and at least a subset of the images to extract information proximate to the target location on the document.Type: ApplicationFiled: March 22, 2012Publication date: September 26, 2013Applicant: INTUIT INC.Inventors: Sunil H. Madhani, Sridhar Jagannathan