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Live / Registered — Registered (as of 03 Mar 2026)

What this means for you

Registered since 03 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98801607
Registration number
8163421
Mark type
Design + words
Filed
15 Oct 2024
Published for opposition
20 May 2025
Registered
03 Mar 2026
Attorney of record
Alexandre A. Montagu

Goods and services

  • Class 042 — Scientific and technological services: Software as a Service (SaaS) services featuring software for automating and assisting workflows for CPAs during tax preparation; Software as a Service (SaaS) services featuring software to automate the ingestion, analysis, and processing of tax documents, business records, and financial data as well as all subsequent workpaper preparation needed to render a complete service around tax preparation; Software as a Service (SaaS) services featuring software to generate detailed workpapers, reports, and related tax documents in order to streamline the workflow for accountants and tax professionals; Software as a Service (SaaS) services featuring software for document management; Software as a Service (SaaS) services featuring software to automatically extract and organize relevant financial data and prepare tax-related documentation, including workpapers determining and documenting all required calculations for tax preparation, in compliance with applicable tax laws and regulations, enhancing accuracy and efficiency in tax preparation; Software as a Service (SaaS) services featuring software to export completed tax preparation documents and workpapers

Owner

Prosecution history

  • 06 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 03 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 03 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
  • 06 Feb 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 06 Feb 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 04 Feb 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 08 Oct 2025 — USE AMENDMENT FILED
  • 04 Feb 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 08 Oct 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 08 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 Jul 2025 — TEAS STATEMENT OF USE RECEIVED

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