Patent ID: 8321311
Filing Date: 2012-11-27
Classification: G06Q

Abstract:
1. A method for providing a plurality of submission screens for facilitating the submission of documents to a main server system for enabling a service provider to perform an engagement using the documents, the plurality of submission screens being accessible by a user using the client device in an order selected by the user, the method comprising: receiving, at a client device, a first selection from the user, and based on the first selection, displaying, on the client device, a first income tax return information submission screen; receiving, at a main server system, first income tax return information submitted using the first income tax return information submission screen, the first income tax return information having a first identification code; receiving, at the client device, a second selection from the user, and based on the second selection, displaying, on the client device, a second income tax return information submission screen; receiving, at the main server system, second income tax return information submitted using the second income tax return information submission screen, the second income tax return information having a second identification code identical to the first identification code of the first income tax return information; and displaying, on the client device, an income tax return tracking screen having a completion status of a plurality of income tax return preparation steps.