Teresa Dawson Roberts

US Patent:

7653613, Jan 26, 2010

Filed:

Jan 31, 2007

Appl. No.:

11/701285

Inventors:

David B. DeGraaff - Mountain View CA, US
Andrew D. Holmes - Edmonton, CA
Puja Ramani - Fremont CA, US
Teresa L. Roberts - Palo Alto CA, US
Harold E. Schoolcraft - San Jose CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/30
G06F 7/00
G06F 12/00

US Classification:

707 1, 707 8, 707 9, 707 10, 707200, 707201, 707202, 707203

Abstract:

One embodiment of the present invention provides a system that facilitates simultaneous modifications to financial-data by a first user and a second user. During operation, the system creates a copy of a financial-data file. The system then allows the first user to modify the financial-data file. The system also sends the copy of the financial-data file to the second user, thereby enabling the second user to modify the financial-data file to create a change file. Next, the system receives the change file from the second user, wherein the change file includes modifications to financial-data within the financial-data file. Finally, the system merges the change file into the financial-data file.

US Patent:

8229908, Jul 24, 2012

Filed:

Apr 30, 2007

Appl. No.:

11/799211

Inventors:

David B. DeGraaff - Mountain View CA, US
Andrew D. Holmes - Edmonton, CA
Puja Ramani - Fremont CA, US
Teresa L. Roberts - Palo Alto CA, US
Harold E. Schoolcraft - San Jose CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/30

US Classification:

707704, 707695

Abstract:

One embodiment of the present invention provides a system that facilitates dividing financial data to facilitate simultaneous modifications by multiple users. During operation, the system receives division-criteria, which facilitates dividing financial-data into a first subset and a second subset. Next, the system creates a copy of the financial-data which includes the division-criteria. The system then allows a first user to modify the first subset of the financial-data. The system also sends the copy of the financial-data to a second user, thereby enabling the second user to modify the second subset of the financial-data in the copy of the financial-data to create a change file. Subsequently, the system receives the change file from the second user, wherein the change file comprises modifications to the financial-data. Finally, the system merges the change file into the financial-data.

US Patent:

8355935, Jan 15, 2013

Filed:

Aug 31, 2010

Appl. No.:

12/873214

Inventors:

Brett Alexander Hellman - Mountain View CA, US
Teresa Lynn Roberts - Palo Alto CA, US
Nadeem Mohammed Yusuf Ilkal - Mountain View CA, US
Jason Paul Ridge - Frisco TX, US
Matthew Glen Rice - Carlsbad CA, US
Eric Young Pan - San Francisco CA, US
Jeffrey M. Wolfe - Parrish FL, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 4, 705 40, 705 39, 705 11, 705 31, 705 35

Abstract:

A method allowing a professional service provider to access client data stored in an online account without storing confidential account information by the professional service provider. In particular, the service provider may register the relationship with the client in a third party information transfer framework where the client approves such registration and download the data from the online account using the confidential account information in a temporary manner. The client data may be stored in a repository available to the service provider based on the relationship registration. In an example, a professional tax preparation software may include functionality to check for newly downloaded client data within the third party information transfer framework, notifying a tax accountant (i. e. , the service provider), and may provide a one click access to import the client data directly into the client tax return.