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 G06F 21/00
US Classification:
705 4, 705 31, 726 4
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.
