Methods systems and articles of manufacture for adapting a finance program to a user of the finance program
AssigneeIntuit Inc.
InventorsAlexander B. Genov, Gang Wang
Life of this patent
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AssigneeIntuit Inc.
InventorsAlexander B. Genov, Gang Wang
Estimating the term…
Adapting a tax preparation program to a user of the tax preparation program. Data related to a user of the tax preparation program is received at a computer, and a processing element compares received data to profile criteria to select a profile, which may be a pre-defined profile or a dynamically generated profile. A first template corresponding to the selected profile is selected and includes a first collection of forms or screens selected from available forms or screens of the tax preparation program. The first template screens or forms are displayed to the user who prepares an electronic tax return using the first template. The manner in which the user interacts with or changes the first template may be used to generate a modified or second template, which may be used to prepare a current or future electronic tax return and may be provided to other users having similar profiles.
A computer-implemented method of adapting a tax return preparation program for preparing an electronic tax return to a user of the tax preparation program, the method comprising:
A computer-implemented method of adapting a tax preparation program to a user of the tax return preparation program, the method comprising:
Dependencies are inferred from the claim text.