US 9,959,577 B1Granted

Tax return preparation automatic document capture and parsing system

AssigneeIntuit Inc.

InventorKenichi Mori

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Abstract

A document capture system may automatically capture documents and/or financial information for a user. The document capture system may capture and save documents a user views in a web browser. A user may visit various web sites to view financial data and a document capture plug-in module installed in the web browser may capture or save the viewed document. The document capture system may capture financial data while the user is visiting web sites normally—that is, not just when the user if visiting them particularly to collect financial data. The document capture system may be configured to automatically detect when the user views certain documents and may be configured to continually monitor the user's web activity in order to capture financial documents whenever the user visits certain sites. The document capture system may include a list of URLs representing web sites or documents that should be automatically captured.

Claims19

Dependent claims

A system, comprising:

a processor of a user computer;
and
a memory coupled to the processor, wherein the memory comprises program instructions executable by the processor to:
automatically store a universal resource locator (URL) of a website previously visited by a user in response to a previous request from the user to save a first document of the website previously visited, wherein the first document is saved in a local captured document store on the user computer;
compare a URL of a website being logged into by the user to the URL of the website previously visited to generate a comparison;
detect the user revisiting the website previously visited based on the comparison;
responsive to detecting the user revisiting the website previously visited, automatically download a second document of the website previously visited, wherein the second document is downloaded in response to identifying a pre-determined keyword in the second document while the user is currently viewing the second document using a network browser, wherein the pre-determined keyword is determined prior to the user viewing the second document;
store the second document, after the second document is downloaded, in the local captured document store on the user computer;
parse the second document, after the second document is downloaded, to determine user financial data according to a pre-determined format associated with the URL;
and
prepare a tax return for the user according to the user financial data.

8 more elements

A method, comprising:

automatically storing a universal resource locator (URL) of a website previously visited by a user in response to a previous request from the user to save a first document of the website previously visited, wherein the first document is saved in a local captured document store on a user computer;
comparing, by a processor of the user computer, a URL of a website being logged into by the user to the URL of the website previously visited to generate a comparison;
detecting, by the processor of the user computer, the user revisiting the website previously visited based on the comparison;
responsive to detecting the user revisiting the website previously visited, automatically downloading, by the processor of the user computer, a second document of the website previously visited, wherein the second document is downloaded in response to identifying a pre-determined keyword in the second document while the user is currently viewing the second document using a network browser, wherein the pre-determined keyword is determined prior to the user viewing the second document;
storing the second document, after the second document is downloaded, in the local captured document store on the user computer;
parsing, by the processor of the user computer, the second document to determine user financial data according to a pre-determined format associated with the URL;
and
preparing a tax return for the user according to the user financial data.

5 more elements

A non-transitory computer-readable storage medium, comprising program instructions that, when executed by a processor of a user computer, comprise functionalities for:

automatically storing a universal resource locator (URL), of a website previously visited by a user in response to a previous request from the user to save a first document of the website previously visited, wherein the first document is saved in a local captured document store on the user computer;
comparing a URL of a website being logged into by the user to the URL of the website previously visited to generate a comparison;
detecting the user revisiting the website previously visited based on the comparison;
responsive to detecting the user revisiting the website previously visited, automatically downloading a second document of the website previously visited, wherein the second document is downloaded in response to identifying a pre-determined keyword in the second document while the user is currently viewing the second document using a network browser, wherein the pre-determined keyword is determined prior to the user viewing the second document;
storing the second document, after the second document is downloaded, in the local captured document store on the user computer;
parsing the second document to determine user financial data according to a pre-determined format associated with the URL;
and
preparing a tax return for the user according to the user financial data.

5 more elements

Dependencies are inferred from the claim text.