(mark without text) - Info on trademark no 1433588 WIPO, 04/03/2018]

goods and services

35 Consultation, advisory, analysis, and assistance services with regard to personal and small business accounting and taxes; consultation and advisory services in the fields of personal and small business accounting and taxes, including tax calculation, tax planning, tax return preparation, tax refund, tax management, preparation of tax forms, and tax return filing; providing tax and tax preparation management information and consultation; providing information concerning personal and small business accounting, taxes, tax calculation, tax planning, tax return preparation, tax refunds, tax management, preparation of tax forms, and tax returns filing; providing tax analysis and calculation in the nature of personal and small business accounting and assessment, planning, preparation, and filing services; providing advice, analysis, news, and opinions to consumers in the fields of tax return preparation and tax planning; providing tax calculation, planning, preparation, and filing services; electronic tax filing services; consultation, advisory, analysis, and assistance services with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; consultation, advisory, analysis, and assistance services with regard to organizing, tracking and reporting tax deductible expenses; loan comparison services, namely, rate comparison services related to obtaining loan financing, personal loans, peer-to-peer loans, lending products that match investors with borrowers, and student loans; online business management services in the field business finance; online accounting and bookkeeping services; providing payroll preparation, payroll tax assessment, and payroll tax filing services; member benefits program, namely, customer loyalty services for commercial, promotional and/or advertising purposes that provides a variety of amenities to member accounting professionals, computer consultants, tax professionals, and business consultants; administration of loyalty programs for member accountants; membership club services, namely, providing on-line information to members in the fields of branding, business development, business marketing, and marketing advertising; marketing consultation; online marketing and promotional services; online advertising of the goods and services of others; providing search engine marketing information; providing product and computer software discounts, namely, administration of a program for enabling participants to receive free product samples and enabling participants to obtain discounts on products and discounts on computer software; providing insurance policy comparisons and referrals to insurance providers; commercial intermediation services to connect consumers to offers that provide lower interest rates and fees; commercial intermediation services to connect consumers to offers for financial services

36 Consultation, advisory, analysis, and assistance services with regard to tax payment management; providing analysis and calculation of tax payments; provision of information concerning tax payment management; on-line banking services enabling users to directly deposit tax refunds into accounts at financial institutions; debit account and refund account services for the payment and deposit of tax refunds; transaction processing services for financial institutions and consumers, namely, processing of debit card transactions and tax refunds; transaction processing services related to deposits of tax refunds; online debit, pre-paid, stored-value and reloadable card balance and account tracking services accessed via secure internet banking platforms; providing online financial calculators; providing financial information relating to medical care subsidies via a website featuring online links to the websites of others; financial management services via global computer networks; online refinancing of educational student debt and other debt obligations; providing online services to optimize interest and fees for financial and card accounts; providing information to consumers in the fields of personal and small business financial management; providing information to consumers and small businesses on optimizing interest and fees for financial and card accounts; financial risk scoring and modeling services; providing financial history, payment history, loan and debt burden information to consumers; financial consulting services, namely, providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing aggregated and anonymized financial data to others for economic and financial trend analysis; providing financial data analysis and financial advice; providing automated recommendations on choosing financial services; providing information on optimizing interest and minimizing fees for financial and card based accounts; loan comparison services, namely, providing information related to obtaining loan financing, personal loans, peer-to-peer loans, and student loans; loan comparison services, namely, providing information on qualifying requirements related to obtaining loan financing, personal loans, peer-to-peer loans, and student loans; online banking services; providing mortgage loans, business loans, automobile loans and personal loans; issuance of credit cards and prepaid cards; estate planning services; financial planning services, retirement planning services; electronic payment processing services; electronic money transfer services; bill payment services; credit reporting services, credit monitoring services; credit scoring services; electronic monitoring of credit card activity and credit reports; online credit card transaction processing services; payroll tax debiting services; online bill payment services

42 Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; software as a services (SAAS) services featuring software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable software for organizing, tracking and reporting tax deductible expenses; providing temporary use of online, non-downloadable mobile application software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of non-downloadable software to pre-populate tax forms with tax data from online banking accounts; providing temporary use of online non-downloadable software for determining eligibility for healthcare subsidies and for calculating healthcare subsidies; providing temporary use of on-line non-downloadable software that enables multiple users to screen share and communicate for use in providing remote technical support of software and remote technical support in the fields of tax return preparation, tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line non-downloadable software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the fields of tax planning, tax return preparation, tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services; providing temporary use of online non-downloadable software for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line non-downloadable software that enables communication between tax professionals and customers; providing temporary use of on-line non-downloadable software that enables communication between technical support representatives and customers; providing temporary use of on-line non-downloadable software for use in providing technical support; providing temporary use of on-line non-downloadable software for use in troubleshooting problems with tax preparation, computer software and online services via telephone, online chat, e-mail, video and other means; providing a website featuring interface system technology that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics (terms considered too vague by the International Bureau - rule 13 (2) (b) of the Common Regulations); providing temporary use of non-downloadable computer software featuring interface system technology that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics; providing a website featuring technology that advises users on re-phrasing questions using personalized tips to guide users (terms considered too vague by the International Bureau - rule 13 (2) (b) of the Common Regulations); providing a website featuring technology that enables users to post and respond to questions in the fields of tax and healthcare subsidies (terms considered too vague by the International Bureau - rule 13 (2) (b) of the Common Regulations); providing a website featuring technology that enables users to contribute and edit digital content in the field of tax (terms considered too vague by the International Bureau - rule 13 (2) (b) of the Common Regulations); providing a website featuring technology that enables users to determine eligibility for healthcare subsidies (terms considered too vague by the International Bureau - rule 13 (2) (b) of the Common Regulations); providing a website featuring technology that enables users to calculate healthcare subsidies (terms considered too vague by the International Bureau - rule 13 (2) (b) of the Common Regulations); creating and hosting an online community featuring shared communications in the fields of tax and healthcare subsidies; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and other means; providing temporary use of non-downloadable software for use in connecting consumers with third-party financial services; providing temporary use of non-downloadable software for use in providing automated personal and small business financial management services; providing temporary use of non-downloadable software for use in asset allocation and sector analysis; providing temporary use of non-downloadable software for consumers to create a unified financial profile for themselves, their businesses and their families; providing temporary use of non-downloadable software for use by consumers and small businesses to aggregate, access, view and manipulate financial records from multiple accounts in a single location; platform as a service (PAAS) featuring computer software platforms for use by consumers and small businesses to aggregate, access, view, manipulate and share financial records from multiple accounts in a single location; computer security consultancy in the field of computer fraud protection services; computer security consultancy in the field of identity protection and restoration; providing on-line non-downloadable computer software for tracking and management of digital currency and virtual currency; providing on-line non-downloadable computer software for electronic payments and money transfers; providing on-line non- downloadable computer software for investment management and tracking; providing on-line non-downloadable computer software for bill payment; providing on-line non-downloadable computer software for personal and small business financial management; providing on-line non- downloadable computer software for online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management and accounting; providing on-line non-downloadable computer software for creating reports and graphs; providing on-line non-downloadable computer software for forecasting and analysis of data; providing on-line non- downloadable computer software for data aggregation; providing on-line non-downloadable computer software for providing banking, financial and bill payment alerts; providing on-line non-downloadable computer software for providing wireless access to data and databases; providing on-line non-downloadable computer software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, and mobile telecommunication networks; providing temporary use of online non-downloadable software for accounting, bookkeeping, online financial and business transaction processing management, financial and business transaction management, tax preparation and tax planning, business process management, and financial planning; providing temporary use of online non-downloadable software for use in the field of personal and business finance for accounting, project costing management and tax management; providing temporary use of online non-downloadable software for use in the management of payroll; providing temporary use of online non-downloadable software for administering employee payroll; providing temporary use of online non-downloadable software for use in the management of benefit plans, insurance plans, retirement plans, unemployment insurance plans, and pre-paid health care plans; providing temporary use of online non-downloadable software for creating, customizing, and managing invoices, recording payments, and issuing receipts; providing temporary use of online non-downloadable software for use in organizing, servicing and tracking sales, collections and receivables data; providing temporary use of online non-downloadable software for tracking income, expenses, sales, and profitability by business location, department, type of business, or other user set field; providing temporary use of online non-downloadable software for customer relationship management; providing temporary use of online non-downloadable software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; providing temporary use of online non-downloadable software for credit card invoicing and credit card payment processing; providing temporary use of online non-downloadable software for managing online bank accounts; providing temporary use of online non-downloadable software for controlling access to financial information via electronic permission settings; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail purchase orders; providing temporary use of online non-downloadable software to track time worked by employees and subcontractors; providing temporary use of online non-downloadable software to create and manage budgets; providing temporary use of online non-downloadable software to create price quote estimates and transfer price quote estimates to invoices; providing temporary use of online non-downloadable software to automate creation of invoices; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; providing temporary use of online non-downloadable software to create, print, and track checks and purchase orders; providing temporary use of online non-downloadable software to track sales, expenses, and payments; providing temporary use of online non-downloadable software to analyze the financial status of businesses and industries; providing temporary use of online non-downloadable software to manage customer lists, e-mail and print sales forms, and track running balances; providing temporary use of online non-downloadable software for inventory management; providing temporary use of online non-downloadable software to import contacts and financial data from other electronic services and software; providing temporary use of online non-downloadable software for synchronizing data among computers and mobile devices; providing temporary use of online non-downloadable software for database management, data aggregation, data reporting, and data transmission; providing temporary use of online non-downloadable software for online backup of electronic files; providing temporary use of online non-downloadable software for use in transaction processing, accounting, receipt printing, customer relationship management, inventory management and operations management, all in the field of point of sale transactions and retail management; technical support services, namely, troubleshooting of computer software problems, web sites, online services, web and online application problems, mobile application problems, and network problems; technical support services, namely, help desk services; computer services, namely, synchronizing data among computers and mobile devices; computer consultation services; data hosting services; hosting software for use by others for use in managing, organizing and sharing data on computer server on a global computer network

Trademark form	Figurative mark
File reference	1433588
Countries
Base trademark	No. 87861389, April 3, 2018

Application date	April 3, 2018
Expiration date	February 10, 2020

Date	Document number	Area	Entry
September 14, 2020	2020/41 Gaz	US	RAW: Total Ceasing Effect
May 11, 2020	2020/20 Gaz	KR	RAW: Rule 18ter(2)(ii) GP following a provisional refusal
February 21, 2020	2020/9 Gaz	MX	Rejection
February 7, 2020	2020/8 Gaz	SG	RAW: Rule 18ter(2)(ii) GP following a provisional refusal
January 9, 2020	2020/2 Gaz	JP	Rejection
September 3, 2019	2019/36 Gaz	IL	Rejection
September 3, 2019	2019/36 Gaz	NZ	RAW: Rule 18ter(2)(i) GP following a provisional refusal
August 7, 2019	2019/32 Gaz	KR	Rejection
July 9, 2019	2019/32 Gaz	AU	RAW: Rule 18ter(2)(ii) GP following a provisional refusal
June 24, 2019	2019/26 Gaz	IN	Rejection
April 15, 2019	2019/16 Gaz	EM	Rejection
April 15, 2019	2019/16 Gaz	AU	Rejection
March 26, 2019	2019/14 Gaz	NZ	Rejection
March 22, 2019	2019/13 Gaz	CN	Rejection
March 1, 2019	2019/11 Gaz	PH	Rejection
January 14, 2019	2019/3 Gaz	SG	Rejection
April 3, 2018	2018/43 Gaz	US	Registration

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Trademark Details Last update: November 27, 2020

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