final action
on 08 Apr 2024
Last Applicant/ Owned by
11801 Domain Blvd, 3rd Floor
Austin
TX
78758
Serial Number
98116298 filed on 03rd Aug 2023
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for tax management; Software as a service (SAAS) services featuring software for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software for interacting with complex products toRead More
Legal services; Legal advisory services; Legal consultation services; Legal information services
Software as a service (SAAS) services featuring software for tax management; Software as a service (SAAS) services featuring software for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software for interacting with complex products to reduce paperwork burdens; Software as a service (SAAS) services featuring software for analyzing and reporting data; Software as a service (SAAS) services featuring software for automating tax preparation tasks; Software as a service (SAAS) services featuring software for use in the field of wealth management; Software as a service (SAAS) services featuring software for use in the field of charitable giving, financial planning, and asset distribution; Software as a service (SAAS) services featuring software for interacting with wealth management service providers; Software as a service (SAAS) services featuring software for use in the field of family offices services; Software as a service (SAAS) services featuring software for interacting with family office service providers; Software as a service (SAAS) services featuring software for use in the field of private banking services; Software as a service (SAAS) services featuring software for interacting with private banking service providers; Software as a service (SAAS) services featuring software for use in the field of medical services; Software as a service (SAAS) services featuring software for interacting with medical service providers; Software as a service (SAAS) services featuring software for use in the field of legal services; Software as a service (SAAS) services featuring software for interacting with legal service providers; Software as a service (SAAS) services featuring software for know-your-customer compliance analysis; Software as a service (SAAS) services featuring software for risk and compliance analysis, management and monitoring, in the fields of KYC (Know Your Customer), and AML (Anti Money Laundering); Software as a service (SAAS) services featuring software using artificial intelligence for streamlining tax preparation burdens; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with government agencies to reduce paperwork burdens; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with complex products to reduce paperwork burdens; Software as a service (SAAS) services featuring software using artificial intelligence for analyzing and reporting data; Software as a service (SAAS) services featuring software using artificial intelligence for automating tax preparation tasks; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of wealth management; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of charitable giving, financial planning, and asset distribution; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with wealth management service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of family offices services; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with family office service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of private banking services; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with private banking service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of medical services; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with medical service providers; Software as a service (SAAS) services featuring software using artificial intelligence for use in the field of legal services; Software as a service (SAAS) services featuring software using artificial intelligence for interacting with legal service providers; Software as a service (SAAS) services featuring software using artificial intelligence for know-your-customer compliance analysis; Software as a service (SAAS) services featuring software using artificial intelligence for risk and compliance analysis, management and monitoring, in the fields of KYC (Know Your Customer), and AML (Anti Money Laundering)
Financial planning; Financial planning consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage services; Insurance consultancy; Insurance information; Consulting and information concerning insurance; Financial services, namely, wealth management services
Tax advisory services; Tax consulting services; Tax preparation services provided via the internet
No 98116298
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 08th Apr 2024 | NON-FINAL ACTION WRITTEN |
| 08th Apr 2024 | NON-FINAL ACTION E-MAILED |
| 08th Apr 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 03rd Apr 2024 | ASSIGNED TO EXAMINER |
| 09th Jan 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 09th Jan 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 09th Jan 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 03rd Sep 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 07th Aug 2023 | NEW APPLICATION ENTERED |
