Method and system for providing an embedded web browser to assist retrieving financial document data during a financial management interview

A computing system implemented method for facilitating the efficient and convenient retrieval of financial document data within a financial management interview, the method comprising:

• initiating a financial management interview with a user of a financial management system via a primary web browser executed in a user computing environment associated with the user;
• presenting financial management interview content data to the user via a tab of the primary web browser;
• inviting the user to provide current user financial data to the financial management system via the primary web browser;
• determining that financial document data of the user needs to be retrieved from a third-party website;
• implementing an embedded web browser in the tab of the primary web browser;
• accessing the third-party website via the embedded web browser;
• prompting the user to provide authentication data to the third-party website via the embedded web browser;
• and
• after the user has provided authentication data to the third-party website via the embedded web browser, automatically downloading the tax related document data to the tax return preparation system by executing script data.

A system for facilitating the efficient and convenient retrieval of financial document data within a financial management interview, the system comprising:

• at least one processor;
• and
• at least one memory coupled to the at least one processor, the at least one memory having stored therein instructions which, when executed by any set of the one or more processors, perform a process including:
• initiating a financial management interview with a user of a financial management system via a primary web browser executed in a user computing environment associated with the user;
• presenting financial management interview content data to the user via the primary web browser;
• inviting the user to provide current user tax related data to the financial management system via the primary web browser;
• determining that the user needs to retrieve financial document data from a third-party website;
• initiating an embedded web browser in the primary web browser;
• inviting the user to access financial document data from the third-party website via the embedded web browser;
• generating user action tracking data by tracking actions taken by the user to access the financial document data with the embedded web browser;
• and
• downloading the financial document data to the financial management system when the user selects to download the financial document data via the embedded web browser.