# US 2019/0171844 A1 · Automated document access regulation system > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2019/0171844 A1 - Document ID: US20190171844A1 - Status: Published application - Kind: A1 - Application number: 15/832,587 - Filed: 2017-12-05 - Published: 2019-06-06 - Earliest claimed: 2017-12-05 - Assignees: SurePrep, LLC - Applicants: Sureprep, LLC - Inventors: David Wyle; Sarika Arora - Web page: https://patentgrep.com/patent/US20190171844A1 ## CPC - G06F 21/6245: {Protecting personal data, e.g. for financial or medical purposes} - G06Q 40/123: {Tax preparation or submission} - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract Methods, systems, and apparatus for automatically assembling documents. The system includes a client device which communicates a document file. The system includes a server which receives, from the client device, the document file, and automatically detects document data. The server stores a data resource, and transform the data resource to include the document data. The server provides access to the data of the data resource to the client device and a preparer client device when the preparer is authorized by the user. The server removes access to the data of the data resource to the preparer client device when authorization of the preparer is removed by the user. The server provides access to a client device associated with a new preparer when the new preparer is authorized by the user. The server provides the data resource to a secondary system configured to automatically generate a completed form for the user. ## Claims ### Claim 1 An automated document access regulation system for allowing a taxpayer to maintain digital access control over a remotely stored computer-interpretable tax document collection data unit associated with the taxpayer despite disassociating with a current tax preparer, the tax document collection data unit being used for automatic electronic preparation of an electronic tax return, the system comprising: a taxpayer client device configured to communicate a tax document file; and a server having a memory and a processor configured to execute computer-readable instructions stored in the memory causing the processor to: receive, from the taxpayer client device, the tax document file, store the tax document collection data unit associated with the taxpayer, transform the tax document collection data unit associated with the taxpayer to include data from the tax document file, the tax document collection data unit including a plurality of data cells or data regions containing tax data associated with the taxpayer, the data within each data cell or data region of the plurality of data cells or data regions being structured for efficient and accurate processing by a tax return preparation unit configured to automatically generate a tax return for the taxpayer, provide access to the data of the tax document collection data unit to the taxpayer client device, receive, from the taxpayer client device, an authorization indication to associate the taxpayer with the current tax preparer, provide access to the data of the tax document collection data unit to a current tax preparer client device by establishing a computer-based link between an account associated with the taxpayer and an account associated with the current tax preparer when the current tax preparer is authorized by the taxpayer, receive, from the taxpayer client device, a deauthorization indication to disassociate the current tax preparer from the taxpayer, remove access to the data of the tax document collection data unit to the tax preparer client device by removing the computer-based link between the account associated with the taxpayer and the account associated with the current tax preparer when the current tax preparer is deauthorized by the taxpayer, and maintain access to the data of the tax document collection data unit to the taxpayer client device, receive, from the taxpayer client device, an authorization indication to associate the taxpayer with a new tax preparer, and provide access to a client device associated with the new tax preparer by establishing a new computer-based link between the account associated with the taxpayer and an account associated with the new tax preparer when the new tax preparer is authorized by the taxpayer. ### Claim 2 (depends on 1) The system of claim 1, wherein the server is further configured to provide the tax document collection data unit to the tax return preparation unit for automatic generation of the tax return for the taxpayer based on the data of the tax document collection data unit. ### Claim 3 (canceled) ### Claim 4 (depends on 1) The system of claim 1, wherein the taxpayer client device includes a camera or scanner configured to detect image data associated with a tax document, and wherein the tax document file includes the image data. ### Claim 5 (depends on 1) The system of claim 1, wherein the server is configured to store an access table identifying one or more tax preparers authorized to have access to the data of the tax document collection data unit associated with the taxpayer, and wherein the computer-based link between the account associated with the taxpayer and the account associated with the current tax preparer or the new tax preparer is maintained by the access table. ### Claim 6 (depends on 1) The system of claim 1, wherein the server provides or removes access to the data of the tax document collection data unit associated with the taxpayer by modifying the access table. ### Claim 7 (depends on 1) The system of claim 1, wherein the server is further configured to: receive third party data associated with the taxpayer from a third party server, store the third party data in a memory local to the server, analyze the third party data to determine whether the third party data is a third party tax document associated with the taxpayer, transform the tax document collection data unit associated with the taxpayer to include the third party tax document when the third party data is a third party tax document associated with the taxpayer, and delete the third party data from the memory local to the server when the third party data is not a third party tax document associated with the taxpayer. ### Claim 8 (canceled) ### Claim 9 (depends on 1) The system of claim 1, wherein the current tax preparer client device and the taxpayer client device are configured to send and receive messages and documents via the server, and wherein the new tax preparer client device and the taxpayer client device are configured to send and receive messages and documents via the server. ### Claim 10 A method for allowing a taxpayer to maintain digital access control over a remotely stored computer-interpretable tax document collection data unit associated with the taxpayer despite disassociating with a current tax preparer, the tax document collection data unit being used for automatic electronic preparation of an electronic tax return, the method comprising: communicating, by a taxpayer client device to a server, a tax document file; storing, by the server, the tax document collection data unit associated with the taxpayer; transforming, by the server, the tax document collection data unit associated with the taxpayer to include the tax document file, the tax document collection data unit including a plurality of data cells or data regions containing tax data associated with the taxpayer, the data within each data cell or data region of the plurality of data cells or data regions being structured for efficient and accurate processing by a tax return preparation unit configured to automatically generate a tax return for the taxpayer; providing, by the server, access to the tax document collection data unit to the taxpayer client device; receiving, by the server from the taxpayer client device, an authorization indication to associate the taxpayer with the current tax preparer; providing, by the server, access to the data of the tax document collection data unit to a current tax preparer client device by establishing a computer-based link between an account associated with the taxpayer and an account associated with the current tax preparer when the current tax preparer is authorized by the taxpayer; receiving, by the server from the taxpayer client device, a deauthorization indication to disassociate the current tax preparer from the taxpayer; removing, by the server, access to the data of the tax document collection data unit to the tax preparer client device by removing the computer-based link when the account associated with the taxpayer and the account associated with the tax preparer are no longer linked, and maintaining access to the data of the tax document collection data unit to the taxpayer client device; receiving, by the server from the taxpayer client device, an authorization indication to associate the taxpayer with a new tax preparer; and providing, by the server, access to a client device associated with the new tax preparer by establishing a new computer-based link between the account associated with the taxpayer and an account associated with the new tax preparer when the new tax preparer is authorized by the taxpayer. ### Claim 11 (depends on 10) The method of claim 10, further comprising providing, by the remote server, the tax document collection data unit to the tax return preparation unit for automatic generation of the tax return for the taxpayer based on the tax document collection data unit. ### Claim 12 (canceled) ### Claim 13 (depends on 10) The method of claim 10, further comprising detecting, by a camera or scanner of the taxpayer client device, image data associated with a tax document, and wherein communicating the tax document file by the taxpayer client device comprises communicating the image data. ### Claim 14 (depends on 10) The method of claim 10, further comprising storing, by the server, an access table identifying one or more tax preparers authorized to have access to the data of the tax document collection data unit associated with the taxpayer, and wherein the computer-based link between the account associated with the taxpayer and the account associated with the current tax preparer or the account associated with the new tax preparer is established in the access table. ### Claim 15 (depends on 10) The method of claim 10, further comprising providing or removing, by the server, access to the data of the tax document collection data unit associated with the taxpayer by modifying the access table. ### Claim 16 (depends on 10) The method of claim 10, further comprising: receiving, by the server from a third party server, third party data associated with the taxpayer; storing, by the server in a memory local to the server, the third party data, analyzing, by the server, the third party data to determine whether the third party data is a third party tax document associated with the taxpayer; transforming, by the server, the tax document collection data unit associated with the taxpayer to include the third party tax document when the third party data is a third party tax document associated with the taxpayer; and deleting, by the server from the memory local to the server, the third party data when the third party data is not a third party tax document associated with the taxpayer. ### Claim 17 (canceled) ### Claim 18 (depends on 17) The method of claim 17, further comprising sending and receiving, by the current tax preparer client device or the new tax preparer client device and the taxpayer client device, messages and documents via the server. ### Claim 19 A server of an automated document access regulation system for a taxpayer having a current tax preparer, the server comprising: a memory configured to store a digital access table and a tax document collection data unit being associated with the taxpayer and including a plurality of data cells or data regions containing tax data associated with the taxpayer, the data within each data cell or data region of the plurality of data cells or data regions being structured for efficient and accurate processing by a tax return preparation unit configured to automatically generate a tax return for the taxpayer; and a processor configured to execute computer-readable instructions stored in the memory and causing the processor to: receive a tax document file from a taxpayer client device, transform the tax document collection data unit associated with the taxpayer to include the tax document file, provide access to the data of the tax document collection data unit to the taxpayer client device and a tax preparer client device by linking an account associated with the taxpayer and an account associated with the current tax preparer in the digital access table when the current tax preparer is authorized by the taxpayer, receive, from the taxpayer client device or the tax preparer client device, an indication to disassociate the current tax preparer from the taxpayer, remove access to the data of the tax document collection data unit to the tax preparer client device by unlinking the account associated with the taxpayer and the account associated with the current tax preparer when the current tax preparer is deauthorized by the taxpayer, and maintain access to the data of the tax document collection data unit to the taxpayer client device, receive, from the taxpayer client device, an authorization indication to associate the taxpayer with a new tax preparer, and provide access to a client device associated with a new tax preparer by linking the account associated with the taxpayer and an account associated with the new tax preparer in the digital access table when the new tax preparer is authorized by the taxpayer. ### Claim 20 (depends on 19) The server of claim 19, wherein the processor is further configured to provide the tax document collection data unit to the tax return preparation unit for automatic generation of the tax return for the taxpayer based on the data of the tax document collection data unit.