Invention Grant
- Patent Title: Third party information transfer
- Patent Title (中): 第三方信息传输
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Application No.: US12873214Application Date: 2010-08-31
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Publication No.: US08355935B2Publication Date: 2013-01-15
- Inventor: Brett Alexander Hellman , Teresa Lynn Roberts , Nadeem Mohammed Yusuf Ilkal , Jason Paul Ridge , Matthew Glen Rice , Eric Young Pan , Jeffrey M. Wolfe
- Applicant: Brett Alexander Hellman , Teresa Lynn Roberts , Nadeem Mohammed Yusuf Ilkal , Jason Paul Ridge , Matthew Glen Rice , Eric Young Pan , Jeffrey M. Wolfe
- Applicant Address: US CA Mountain View
- Assignee: Intuit Inc.
- Current Assignee: Intuit Inc.
- Current Assignee Address: US CA Mountain View
- Agency: Osha Liang LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00

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.
Public/Granted literature
- US20120053965A1 THIRD PARTY INFORMATION TRANSFER Public/Granted day:2012-03-01
Information query