Abstract: A tax data collection system includes a navigation module configured to obtain user data. The system also includes a data graph including information relating to the user data. The system further includes a knowledge engine configured to map the user data onto a data model using the information from the data graph. Moreover, the system includes an inference engine configured to suggest a system action by analyzing at least the data model after the user data has been mapped thereon.

Abstract: A system for masking tax data during collaborative preparation of an electronic tax return, the system includes a server computer having a tax return preparation program running thereon. The system also includes a tax return preparation computer having a first browser program running thereon. The system further includes a support computer having a second browser program running thereon. Moreover, the system includes a network operatively coupling the server computer, tax return preparation computer, and the support computer. The first browser includes a masking module configured to automatically mask a tax datum without user intervention before transmitting the tax datum to the server computer for subsequent transmission to the support computer. The tax datum is masked in real time during collaborative preparation of the electronic tax return.

Abstract: A system for facilitating user interaction with a tax return preparation program includes a completion graph parser configured to identify a portion of a tax return completion graph corresponding to a tax topic. The system also includes a query object creator configured to analyze and assign a node in the portion as a query object property. The system further includes a natural language synthesis engine configured to map the property to a first natural language question. Moreover, the system includes a natural language analysis engine configured to analyze user input and to identify a characteristic that maps to the property based on the user input. In addition, the system includes a runner interface configured to modify the query object based on the characteristic, update the tax return completion graph based on the modified query object, and analyze the updated tax return completion graph to determine whether it is complete.

Abstract: A system for facilitating user interaction with a tax return preparation program includes a completion graph parser configured to identify a portion of a tax return completion graph corresponding to a tax topic. The system also includes a query object creator configured to analyze and assign a node in the portion as a query object property. The system further includes a natural language synthesis engine configured to map the property to a first natural language question. Moreover, the system includes a natural language analysis engine configured to analyze user input and to identify a characteristic that maps to the property based on the user input. In addition, the system includes a runner interface configured to modify the query object based on the characteristic, update the tax return completion graph based on the modified query object, and analyze the updated tax return completion graph to determine whether it is complete.

Abstract: Computerized systems and methods for generating personalized responses to queries originating from within a networked computing system or user facing application, e.g., in response to a help inquiry. An intermediate computer generates a first interface presented to user through a display of a computing device executing a browser to access application. Query is entered into a field of first interface and processed by a classifier that outputs a structure identifier. Intermediate computer configures a remote computer by transmitting structure identifier, electronic data related to an electronic document and an executable file to remote computer, which executes file to process electronic data relative to a data structure hosted by remote computer and associated with structure identifier to select a template identifier.

Abstract: A system for masking tax data during collaborative preparation of an electronic tax return, the system includes a server computer having a tax return preparation program running thereon. The system also includes a tax return preparation computer having a first browser program running thereon. The system further includes a support computer having a second browser program running thereon. Moreover, the system includes a network operatively coupling the server computer, tax return preparation computer, and the support computer. The first browser includes a masking module configured to automatically mask a tax datum without user intervention before transmitting the tax datum to the server computer for subsequent transmission to the support computer. The tax datum is masked in real time during collaborative preparation of the electronic tax return.

Abstract: A system for masking tax data during collaborative preparation of an electronic tax return, the system includes a server computer having a tax return preparation program running thereon. The system also includes a tax return preparation computer having a first browser program running thereon. The system further includes a support computer having a second browser program running thereon. Moreover, the system includes a network operatively coupling the server computer, tax return preparation computer, and the support computer. The first browser includes a masking module configured to automatically mask a tax datum without user intervention before transmitting the tax datum to the server computer for subsequent transmission to the support computer. The tax datum is masked in real time during collaborative preparation of the electronic tax return.

Abstract: A tax data collection system includes a navigation module configured to obtain user data. The system also includes a data graph including information relating to the user data. The system further includes a knowledge engine configured to map the user data onto a data model using the information from the data graph. Moreover, the system includes an inference engine configured to suggest a system action by analyzing at least the data model after the user data has been mapped thereon.

Abstract: A system for facilitating user interaction with a tax return preparation program includes a completion graph parser configured to identify a portion of a tax return completion graph corresponding to a tax topic. The system also includes a query object creator configured to analyze and assign a node in the portion as a query object property. The system further includes a natural language synthesis engine configured to map the property to a first natural language question. Moreover, the system includes a natural language analysis engine configured to analyze user input and to identify a characteristic that maps to the property based on the user input. In addition, the system includes a runner interface configured to modify the query object based on the characteristic, update the tax return completion graph based on the modified query object, and analyze the updated tax return completion graph to determine whether it is complete.

Abstract: A system for masking tax data during collaborative preparation of an electronic tax return, the system includes a server computer having a tax return preparation program running thereon. The system also includes a tax return preparation computer having a first browser program running thereon. The system further includes a support computer having a second browser program running thereon. Moreover, the system includes a network operatively coupling the server computer, tax return preparation computer, and the support computer. The first browser includes a masking module configured to automatically mask a tax datum without user intervention before transmitting the tax datum to the server computer for subsequent transmission to the support computer. The tax datum is masked in real time during collaborative preparation of the electronic tax return.