Patent ID: 8583517
Filing Date: 2013-11-12
Classification: G06Q

Abstract:
1. A method for transmitting a message related to an electronic tax return to a computer utilized to prepare the electronic tax return, comprising: selecting a client from a list of a plurality of clients for whom respective electronic tax returns are being prepared, the list being presented on a display of a mobile communication device transported by an accountant from a first location comprising a first computer executing a tax preparation program used by the accountant to prepare respective electronic tax returns to a second location that is remote relative to the first location; transmitting a request for electronic tax return data of the selected client from the mobile communication device to a second computer, the first computer and the second computer being in communication with each other; accessing the second computer and viewing electronic tax return data of the selected client utilizing the mobile communication device; generating an electronic message related to at least one of the client and the received electronic tax return data using the mobile communication device; and while at a second location remote relative to the first location, transmitting the electronic message from the mobile communication device to the first computer such that an indicator associated with the electronic message identifies the selected client or electronic message presented within a screen generated by the tax preparation program.