Patent ID: 8744948
Filing Date: 2014-06-03
Classification: G06Q

Abstract:
1. A method for importing financial data, comprising: identifying, by a computer processor, one or more data providers, wherein identifying the one or more data providers comprises: after identifying the first data provider, determining, by the computer processor, that a first plurality of financial data is available for download from the first data provider; sending, by the computer processor, a first notice text message to the mobile device, wherein the first notice text message indicates that the first plurality of financial data is available for download; receiving, from the mobile device, a first reply text message, wherein the first reply text message indicates approval to download the first plurality of financial data from the first data provider and to proceed importing the first plurality of financial data into a tax preparation application; sending, by the computer processor, a first request to the first data provider to download the first plurality of financial data, wherein the first request comprises the one or more first credentials; downloading, after the first request is authenticated via the one or more first credentials, the first plurality of financial data into a data repository; and sending the downloaded first plurality of financial data to the tax preparation application, wherein the sending comprises importing, by the tax preparation application, the first plurality of financial data from the data repository for use in an income tax return of the tax paying entity.