Patent ID: 6614886
Filing Date: 2003-09-02
Classification: G06F,G06Q,H04M

Abstract:
An apparatus for automatically advising a client of a tax preparation service of a change in status of a tax return associated with that client, comprising:a) a company database comprising a plurality of client records, each of said client records containing predetermined information associated with a client, said company database being selectively by at least one of the agencies: Internal Revenue Service (IRS), a state taxing authority; b) a database of previous status having a plurality of client records, at least one client record being associated with said clients and including at least a status of a tax return thereof; c) means for analyzing, operative upon said database of previous status, for determining when information in one of said plurality of client records therein has changed, and for generating a change record when information in said client record has changed; d) a change records database operatively connected to said means for analyzing for receiving and storing said change record; and e) a call out manager operatively connected to said change records database for automatically communicating with said client, said communication being controlled by information stored in a corresponding record of said company database.