Patent ID: 7720616

Claim:
A computer-implemented method for submitting information for an engagement from client devices to a main server system, comprising: generating an income tax return tracking screen for tracking all of a plurality of electronic income tax return files submitted for a first income tax preparation engagement, the plurality of electronic income tax return files submitted for the first income tax preparation engagement including a tax file and a first image file, and all of the plurality of electronic income tax return files submitted for the first income tax preparation engagement having an identical first identification code; receiving at the main server system the tax file having the identical first identification code submitted from a first client device; updating the income tax return tracking screen to reflect the submission of the tax file having the identical first identification code; receiving at the main server system a second image file having the identical first identification code submitted from a second client device different from the first client device; updating the income tax return tracking screen to reflect the submission of the second image file having the identical first identification code; and transmitting all of the plurality of electronic income tax return files having the identical first identification code from the main server system to a remote server system.