Abstract: Devices, methods and systems are disclosed herein to describe a document element indexing system which efficiently organizes different files or the constituent parts of different files into an index, thereby allowing users to easily and efficiently access, annotate and/or review the desired information. The indexing system may be applied to organize components of homogeneous and/or heterogeneous file types.

Abstract: A system for verifying and correcting errors after translation of printed text into machine-readable text. The system includes a memory for storing formulas defining relationships between data fields. A processor evaluates the formulas according to data values associated with the data fields to determine whether the formulas evaluate as truthful statements. The processor marks the data fields of the formulas as unverified or as verified based upon this evaluation. The system also uses the processor to calculate a determined value for data fields in an attempt to correct errors in the translation of the printed text into machine-readable text. If different determined values are calculated for the same data field, based upon different formulas, the data field is marked as uncertain. The system iterates based upon the marking of the data fields of the formulas as verified or unverified and as uncertain or not uncertain.

Abstract: A system for verifying and correcting errors after translation of printed text into machine-readable text. The system includes a memory for storing formulas defining relationships between data fields. A processor evaluates the formulas according to data values associated with the data fields to determine whether the formulas evaluate as truthful statements. The processor marks the data fields of the formulas as unverified or as verified based upon this evaluation. The system also uses the processor to calculate a determined value for data fields in an attempt to correct errors in the translation of the printed text into machine-readable text. If different determined values are calculated for the same data field, based upon different formulas, the data field is marked as uncertain. The system iterates based upon the marking of the data fields of the formulas as verified or unverified and as uncertain or not uncertain.

Abstract: Devices, methods and systems are disclosed herein to describe a document element indexing system which efficiently organizes different files or the constituent parts of different files into an index, thereby allowing users to easily and efficiently access, annotate and/or review the desired information. The indexing system may be applied to organize components of homogeneous and/or heterogeneous file types.

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.

Abstract: A processor-based method for preparing a tax return using multiple service providers. The method includes receiving at a first service provider an image file that includes a plurality of data values and assigning at the first service provider the image file to a form having a plurality of predefined field names, wherein each of the plurality data values belong to one of the plurality of predefined field names. The method also includes receiving at a second service provider the image file and an input form having a plurality of input fields corresponding to the plurality of predefined field names and associating at the second service provider the plurality of data values from the image file with the plurality of input fields.

Abstract: A method for processing taxpayer source documents is disclosed. The method may include receiving proforma data and an electronic image of a taxpayer source document, determining a type of tax statement for the taxpayer source document from the electronic image of the taxpayer source document and using the proforma data, a database, and business rules to verify the type of the tax statement for the electronic image of the taxpayer source document. This can be done by searching for an identification code within the electronic image of the taxpayer source document to determine whether the identification code matches the proforma data. The method can also include extracting data from the electronic image of the taxpayer source document and determining if the extracted data from the electronic image of the taxpayer source document has an error. Once the data is extracted, the method can also include creating an electronic document that includes the extracted data.

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.

Abstract: A processor-based method for preparing a tax return using multiple service providers. The method includes receiving at a first service provider an image file that includes a plurality of data values and assigning at the first service provider the image file to a form having a plurality of predefined field names, wherein each of the plurality data values belong to one of the plurality of predefined field names. The method also includes receiving at a second service provider the image file and an input form having a plurality of input fields corresponding to the plurality of predefined field names and associating at the second service provider the plurality of data values from the image file with the plurality of input fields.

Abstract: A system and method for rearranging a plurality of pages of an electronic document is disclosed. The method might include the steps of providing a bookmark profile that includes a plurality of categories, receiving a description pertaining to one of the plurality of categories, associating a page of the plurality of pages with the description, inserting the description into the bookmark profile, and arranging the plurality of pages according to the bookmark profile.

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.

Abstract: A processor-based method for creating a set of work papers with cross-reference links to tax documents. The method may include receiving a tax document, displaying a page of the tax document, receiving a form type corresponding to the page of the tax document, and receiving a form name corresponding to the page of the tax document. The method may also include displaying a plurality of categories related to the form type, selecting a category from the plurality of categories, providing a link corresponding to the selected category, and receiving a number corresponding to the link.

Abstract: A method for processing taxpayer source documents is disclosed. The method may include receiving proforma data and an electronic image of a taxpayer source document, determining a type of tax statement for the taxpayer source document from the electronic image of the taxpayer source document and using the proforma data, a database, and business rules to verify the type of the tax statement for the electronic image of the taxpayer source document. This can be done by searching for an identification code within the electronic image of the taxpayer source document to determine whether the identification code matches the proforma data. The method can also include extracting data from the electronic image of the taxpayer source document and determining if the extracted data from the electronic image of the taxpayer source document has an error. Once the data is extracted, the method can also include creating an electronic document that includes the extracted data.

Abstract: A method for managing the submission of a plurality of engagements using a plurality of logins is disclosed. The method might include the steps of providing a plurality of logins corresponding to a single entity, wherein each of the plurality of logins includes a user name, a password and a location code, providing information relating to the plurality of engagements, receiving an identification code and a location code corresponding to the single entity and an engagement code corresponding to one of the plurality of engagements, and searching the plurality of logins for an available login. If an available login does not exist, then create an available login or return to the searching step. If an available login exists, then assign the available login to one of the plurality of engagements, and make the available login, unavailable.

Abstract: The present invention provides a process for generating a shared function binding arrangement comprising a first module and a shared module which includes a plurality of functions and having means for binding a function shared between the first module and the shared module. The process comprises a linking phase for creating the first module and the shared module, a preparation phase for preparing the first module for calling the shared module without exposing details of the call, and a loading phase for loading the modules and linking the first module to a respective function in the shared module without exposing details of the call. The invention also provides a method and system for binding a function shared between a first module and a shared module by means of a linking arrangement a linking arrangement that enables the first module to call a respective function in the shared module without exposing details of the call.

Abstract: The present invention provides a storage management system and method for managing access between a plurality of processes and a common store. According to the invention, each individual process comprises data processing means, a cache for the temporary storage of data generated by the data processing means, and a control unit for managing the transferral of data between the cache and a common store. The control unit comprises a manager for monitoring the availability of storage locations in the store to receive and store data and for allocating data to available storage locations, an interface for transferring the allocated data to the available storage locations, and a locking arrangement for locking the store during data transfer in order to ensure exclusive access and thereby preserve data integrity.

Abstract: A processor-based method for preparing a tax return using multiple service providers. The method includes receiving at a first service provider an image file that includes a plurality of data values and assigning at the first service provider the image file to a form having a plurality of predefined field names, wherein each of the plurality data values belong to one of the plurality of predefined field names. The method also includes receiving at a second service provider the image file and an input form having a plurality of input fields corresponding to the plurality of predefined field names and associating at the second service provider the plurality of data values from the image file with the plurality of input fields.

Abstract: A processor-based method for creating a set of work papers with cross-reference links to tax documents. The method may include receiving a tax document, displaying a page of the tax document, receiving a form type corresponding to the page of the tax document, and receiving a form name corresponding to the page of the tax document. The method may also include displaying a plurality of categories related to the form type, selecting a category from the plurality of categories, providing a link corresponding to the selected category, and receiving a number corresponding to the link.

Abstract: A method for processing taxpayer source documents is disclosed. The method may include receiving proforma data and an electronic image of a taxpayer source document, determining a type of tax statement for the taxpayer source document from the electronic image of the taxpayer source document and using the proforma data, a database, and business rules to verify the type of the tax statement for the electronic image of the taxpayer source document. This can be done by searching for an identification code within the electronic image of the taxpayer source document to determine whether the identification code matches the proforma data. The method can also include extracting data from the electronic image of the taxpayer source document and determining if the extracted data from the electronic image of the taxpayer source document has an error. Once the data is extracted, the method can also include creating an electronic document that includes the extracted data.

Abstract: A method for processing taxpayer source documents is disclosed. The method may include receiving proforma data and an electronic image of a taxpayer source document, determining a type of tax statement for the taxpayer source document from the electronic image of the taxpayer source document and using the proforma data, a database, and business rules to verify the type of the tax statement for the electronic image of the taxpayer source document. This can be done by searching for an identification code within the electronic image of the taxpayer source document to determine whether the identification code matches the proforma data. The method can also include extracting data from the electronic image of the taxpayer source document and determining if the extracted data from the electronic image of the taxpayer source document has an error. Once the data is extracted, the method can also include creating an electronic document that includes the extracted data.