REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/04/2026
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Official data from USPTO
FILE SMARTER
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FILE SMARTER
ST13
US500000086953378Class
9, 42
Filing
86953378
Registration
5237905
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
38
Latest update
07/04/2026
Trademark type
Word
Nice classes
9, 42
Filing date
03/25/2016
Registration date
07/04/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/17/2024
Last transaction
07/04/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use, Foreign priority
First use anywhere
03/04/2016
First use in commerce
03/04/2016
Drawing code
4
Owner type
03
Owner location
Mountain View, CA, US
Examiner
PERRY, KIMBERLY B
Current location
Historical data usage
Holders and representatives
Holders
Intuit Inc.
Representatives
Kelu Sullivan Kelly IP, LLP
Technical classification
Nice Classes
Class 9Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer software that enables multiple users to screen share and communicate for use in providing remote technical support of software and remote technical support of online services; computer software that enables multiple users to screen share and communicate for use in providing assistance with regard to accounting and taxes; computer software for use in providing assistance with regard to accounting and taxes; computer software that enables communication between tax professionals and customers; computer software that enables users to captureuploaddownloadstoreorganizeviewcreateeditencryptsend and share receiptsdocumentsinformationdataimagesphotographselectronic messagesall in the field of tax planningtax return preparationtax return filing; computer software that enables communication between technical support representatives and customers; computer software for use in providing technical support; computer software for use in troubleshooting problems with computer software and online services via telephoneonline chate-mailvideo and other means; mobile application software for tax planningtax calculationtax return preparation and filingprocessing tax paymentsfor organizingtracking and reporting tax-deductible expenses; computer software that enables users to photograph and upload documents; downloadable software in the nature of a mobile applications for use in tax planningtax calculationtax return preparation and filing; computer software for use in tax planningtax calculationtax return preparation; computer software for use in filing of tax returnstax reports and tax documents; computer software for processing tax payments; computer software for organizingtracking and reporting tax-deductible expenses; computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; computer software for customers to directly deposit tax refunds into accounts at financial institutions; computer software for use in pre-populating tax forms with tax data from online accounts; computer software for use in importing data from tax documents
Class 42
Providing temporary use of online non-downloadable software for online banking; providing temporary use of online non-downloadable software for determining eligibility for healthcare subsidies and for calculating healthcare subsidies; providing temporary use of on-line non-downloadable software that enables multiple users to screen share and communicate for use in providing remote technical support of software and remote technical support of online services; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate for use in providing assistance with regard to accounting and taxes; providing temporary use of online non-downloadable software for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line non-downloadable software that enables communication between tax professionals and customers; providing temporary use of on-line non-downloadable software that enables communication between technical support representatives and customers; providing temporary use of on-line non-downloadable software for use in providing technical support; providing temporary use of on-line non-downloadable software for use in troubleshooting problems with computer software and online services via telephoneonline chate-mailvideo and other means; providing temporary use of on-line non-downloadable software that enables communication between technical support representatives and customers; providing temporary use of on-line non-downloadable software that enables users to ask and answer each other's questionsto ask questions and receive answers from a computer system; providing temporary use of on-line non-downloadable software that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics; providing temporary use of on-line non-downloadable software that advises users on re-phrasing questions using personalized tips to guide users; providing temporary use of on-line non-downloadable software that enables users to post and respond to questions in the fields of taxhealthcarehealth insurance legislationhealth insurance subsidiesmedical care subsidieshealth care plan options and the Affordable Care Actimmigration reformlegislationbusinesscurrent events; providing temporary use of on-line non-downloadable software that enables users to contribute and edit digital content in the fields of taxhealthcarehealth insurance legislationimmigration reformlegislationbusinesscurrent events; providing temporary use of on-line non-downloadable software that enables users to determine eligibility for healthcare subsidies; providing temporary use of on-line non-downloadable software that enables users to calculate healthcare subsidies; providing temporary use of on-line non-downloadable software for use in sharing communications in the fields of taxhealth insurancehealth insurance exchangeshealth insurance legislationhealth insurance subsidiesmedical care subsidieshealth plan options and the Affordable Care Act; providing temporary use of online non-downloadable software for use in tax planningtax calculationtax return preparation; providing temporary use of online non-downloadable software for use in filing of tax returnstax reports and tax documents; providing temporary use of online non-downloadable software for processing tax payments; computer software for organizingtracking and reporting tax-deductible expenses; providing temporary use of online non-downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing temporary use of online non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of online non-downloadable software for use in pre-populating tax forms with tax data from online accounts; providing temporary use of online non-downloadable software for use in importing data from tax documents; providing a web site featuring technology that enables users to captureuploaddownloadstoreorganizeviewcreateeditencryptsend and share receiptsdocumentsinformationdataimagesphotographselectronic messagesall in the field of tax planningtax return preparationtax return filing; technical support servicestroubleshooting of problems with computer software; technical support servicestroubleshooting of problems with online servicesweb applicationsvia telephoneonline chate-mail and other means
Publications
History of USPTO decisions and trademark events.
38 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/09/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/09/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/09/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/09/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/09/2026
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/17/2024
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/17/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/17/2024
E815
TEAS SECTION 8 & 15 RECEIVED
01/04/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/04/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
07/04/2017
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/31/2017
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/30/2017
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
05/09/2017
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/08/2017
EX1G
SOU EXTENSION 1 GRANTED
05/08/2017
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
05/08/2017
IUAF
USE AMENDMENT FILED
04/28/2017
EXT1
SOU EXTENSION 1 FILED
04/28/2017
EEXT
SOU TEAS EXTENSION RECEIVED
04/28/2017
EISU
TEAS STATEMENT OF USE RECEIVED
04/28/2017
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/21/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/24/2017
PUBO
PUBLISHED FOR OPPOSITION
01/24/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/04/2017
FIXD
ELECTRONIC RECORD REVIEW COMPLETE
12/19/2016
ERRR
ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
12/16/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/08/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/06/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/05/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/05/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/15/2016
GNRT
NON-FINAL ACTION E-MAILED
06/15/2016
CNRT
NON-FINAL ACTION WRITTEN
06/15/2016
DOCK
ASSIGNED TO EXAMINER
06/13/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/30/2016
NWAP
NEW APPLICATION ENTERED
03/29/2016
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