发明授权
- 专利标题: Tax return outsourcing and systems for protecting data
- 专利标题(中): 退税外包和数据保护系统
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申请号: US10608664申请日: 2003-06-27
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公开(公告)号: US07668763B1公开(公告)日: 2010-02-23
- 发明人: Mark R. Albrecht
- 申请人: Mark R. Albrecht
- 申请人地址: US MA Braintree
- 专利权人: XCM Development, LLC
- 当前专利权人: XCM Development, LLC
- 当前专利权人地址: US MA Braintree
- 代理机构: Cesari and McKenna, LLP
- 主分类号: G06F17/22
- IPC分类号: G06F17/22 ; G06F15/16 ; G07F19/00
摘要:
A financial services outsourcing method or system facilitates a direct service provider's ability to outsource financial services to numerous ultimate clients. The financial services are outsourced to an outsourcing group abroad. Ultimate client specific financial files and corresponding reference materials are loaded onto a remotely accessible part of a host server located in the United States. The host server provides access to a remote client computer of information concerning the ultimate client specific financial files and corresponding reference materials. The access may be limited to limited screen shot access. Outsourced personnel are retained to perform financial service projects (e.g., prepare individual tax returns) for ultimate clients of direct financial services firms. The outsourced personnel perform the financial service projects while located outside the United States. The status of the financial service project is monitored and reported.
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