CODEROI

What this means for you

Not registered yet, but its 11 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99695561

Mark type

Stylized text

Filed

11 Mar 2026

Attorney of record

TYLER J. WHITE

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software for calculating, tracking, and managing research and development (R&D) tax credits and tax compliance; downloadable software for identifying, capturing, and calculating capitalized labor costs associated with software development; downloadable software for analyzing financial data and payroll records to identify qualifying R&D expenditures under tax regulations, including Section 174 compliance and the automation of mandatory amortization schedules for research and experimental expenditures; downloadable software for change management automation within tax and financial reporting workflows to track year-over-year project and personnel shifts; downloadable software for generating tax reporting documentation, compliance reports, and ROI analytics
• Class 042 — Scientific and technological services: Providing temporary use of non-downloadable software for generating documentation, dashboards, and reports to support substantiation of research and development tax credits and similar tax incentive programs, based on tracked code-change and deployment activity; providing temporary use of non-downloadable software for generating documentation and reports for internal accounting purposes relating to capitalization of labor costs associated with software projects; providing temporary use of non-downloadable software for governing and enforcing code change-control and release procedures, namely, implementing approval workflows, review requirements, testing verification, release gating, and segregation-of-duties controls for changes to software code and related configuration items; providing temporary use of non-downloadable software for generating audit logs, compliance documents, and analytics dashboards reflecting code change history, approvals, testing status, and deployment activity

Owner

• CodeROI, Inc., McKinney, TX, US

Prosecution history

• 14 Sept 2026 — TEAS AMENDMENT OF USE RECEIVED
• 14 Sept 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 15 Jul 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 15 Jul 2026 — NON-FINAL ACTION E-MAILED
• 15 Jul 2026 — NON-FINAL ACTION WRITTEN
• 10 Jul 2026 — ASSIGNED TO EXAMINER
• 09 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 11 Mar 2026 — APPLICATION FILING RECEIPT MAILED
• 11 Mar 2026 — NEW APPLICATION ENTERED