Patent ID: 8756125
Filing Date: 2014-06-17
Classification: G06Q

Abstract:
1. A method for providing remote financial assistance, comprising: obtaining, by a computer processor, a tax help request from a customer for filing a tax return; collecting, by the computer processor and in response to the tax help request, financial information from the customer; assigning, by the computer processor and based on the financial information, the customer to a category; retrieving, by the computer processor, a list identifying a plurality of tax professionals specializing in the category; presenting, by the computer processor, the list and a plurality of appointment slots to the customer; receiving, by the computer processor and from the customer and after presenting the list, a selection of a tax professional of the plurality tax professionals; receiving, by the computer processor and from the customer, a selection of an appointment slot with the tax professional selected from the plurality of appointment slots; obtaining, by the computer processor, a tax document corresponding to the category and associated with the tax return; displaying, by the computer processor and during the appointment slot, the tax document within a tax professional online interface,