COCOUNSEL

What this means for you

Not registered yet, but its 25 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

99725100

Mark type

Stylized text

Filed

25 Mar 2026

Attorney of record

Paula K. Upson

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software featuring artificial intelligence for use on tax form preparation tasks in the accounting field; Downloadable computer software featuring artificial intelligence for client income tax related data collection, organization, and management; Downloadable computer software featuring artificial intelligence for use in connection with audit workflow, namely, dynamic workflow processes for audits of financial statements; Downloadable computer programs featuring artificial intelligence that provide tax and financial data to be used for regulatory compliance research and analysis for corporate taxpayers and professionals; Downloadable electronic publications on the subjects of tax, auditing, and accounting; Downloadable forms and form templates featuring artificial intelligence for use in the practice of tax, audit, and accounting fields
• Class 035 — Advertising and business services: Providing artificial intelligence and agentic artificial intelligence-based services for accounting and tax assistance, namely, for assistance with tax filing preparation, tax consulting, business financial process management, as well as accounting and auditing tasks, all for use by businesses and tax preparation firms; Providing an online searchable database featuring business, tax, accounting, and competitive intelligence information for tax, accounting, and business professionals for business research purposes utilizing information retrieval, analytics, classification, voice command and recognition, and speech to text conversion and artificial intelligence; compiling and indexing business information in databases for others
• Class 036 — Insurance and financial services: Providing online searchable databases for financial planning, management, and research including finance-related content, and news and reports in the fields of domestic and international taxation, accounting, and financial auditing; Providing artificial intelligence and agentic artificial intelligence-based services for assistance with financial planning, management, and research; Providing online searchable databases for use by accountants and tax professionals, that utilize artificial intelligence, voice command and recognition, and speech-to-text conversion and feature information on the topics of domestic and international taxation, accounting, and financial auditing
• Class 042 — Scientific and technological services: Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for tax preparation tasks in the accounting field; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligencefor data collection, organization, and management of client information used in income tax filings; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for audits workflow including dynamic workflow processes for the auditing of financial statements Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for providing tax and financial data for regulatory compliance analysis; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for access to electronic publications in the field of tax, audit, and accounting Software as a Service (SaaS) services featuring artificial intelligence workflow management computer programs for managing and automating workflow for use by CPAs in tax preparation; Software as a Service (SaaS) services featuring temporary use of non-downloadable software using artificial intelligence (AI) for automatically extracting and organizing financial data from tax-related documents, and for accurately and efficiently performing all required tax calculations related thereto for tax preparation purposes in compliance with applicable tax laws and regulations; Software as a Service (SaaS) services featuring temporary use of non-downloadable software for transmitting completed tax preparation documents to clients and federal and state tax agencies

Owner

• Thomson Reuters Canada Limited, Toronto, ON, CA

Prosecution history

• 25 Mar 2026 — APPLICATION FILING RECEIPT MAILED
• 25 Mar 2026 — NEW APPLICATION ENTERED