Computer software for use in the fields of accounting, transaction processing, tax preparation and planning, business process management, and financial planning; computer software for database management; computer software for time management; computer software for data aggregation and reporting; computer software for online backup of electronic files; computer software for construction management, building management and project management; computer software for inventory management, customer relationship management, and point-of-sale transactions; computer software for administering employee benefits and payroll; computer software for developing other computer software; templates for data management, namely, editable predefined data structures for use in a document management system; templates for data integration, namely, editable predefined letters and reports to be merged with user-defined data; computer software for collaboration and sharing of data with others.

Dissemination of advertising material on behalf of program members, being accounting professionals, computer consultants, and tax professionals, through inclusion in advertising and marketing in computer software and computer software packages, in direct mail, and in web-based directories of professionals; operation of a commission sales program for program members, being accounting professionals, computer consultants, and tax professionals, namely, an affiliate program paying commissions on qualified sales of computer software; association membership programs for financial professionals, namely, promoting the interests of accounting professionals and tax professionals; providing referrals in the field of professional services, namely, business management, accounting, and tax services referrals; providing information, advice, and analysis for professionals in the fields of accounting, tax, and financial planning and advising via computer and communications networks; computer consultation services.

Online credit card transaction processing services; payroll tax debiting services; online bill payment services; financial services, namely, financing of loans and arranging of loans services; financing of loans and arranging of loans via an interactive website; providing information in the fields of financial analyses, financial management, financial planning, financing of loan; brokerage services for financing of loans

Providing access to a website that matches third party lenders with borrowers for financing of loans; providing access to a website enabling business owners to find business financing and commercial loans; providing access to a website that matches borrower requests for financing of loans and commercial loans with third party lenders; providing access to a website that matches business finance requirements with third party lenders via an interactive website; providing access to a website that enables electronic secure exchange of messages and information in the fields of financial analyses, financial management, financial planning, taxes, and business management; providing information on enabling electronic secure exchange of messages and information by way of online forums and bulletin boards in the fields of financial analyses, financial management, financial planning, taxes, and business management via a website

Training services in the fields of business management, accounting and use of computer software applications; providing educational courses to accountants in the fields of accounting, business management and use of computer software applications; providing training of accountants, bookkeepers, and business managers for certification in the fields of accounting, business management and use of computer software applications; providing on-line news in the field of finance

Providing temporary use of online non-downloadable software for accounting, bookkeeping, online financial and business transaction processing management, financial and business transaction management, tax preparation and tax planning, business process management, and financial planning; providing temporary use of online non-downloadable software for use in the field of personal and business finance for accounting, project cost management and tax management; providing temporary use of online non-downloadable software for use in the management of payroll; providing temporary use of online non-downloadable software for administering employee payroll; providing temporary use of online non-downloadable software for use in the management of benefit plans, insurance plans, retirement plans, unemployment insurance plans, and pre-paid health care plans; providing temporary use of online non-downloadable software for creating, customizing, and managing invoices, recording payments, and issuing receipts; providing temporary use of online non-downloadable software for use in organizing, servicing and tracking sales, collections and receivables data; providing temporary use of online non-downloadable software for tracking income, expenses, sales, and profitability by business location, department, type of business, and field customized by the user; providing temporary use of online non-downloadable software for customer relationship management; providing temporary use of online non-downloadable software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; providing temporary use of online non-downloadable software for credit card invoicing and credit card payment processing; providing temporary use of online non-downloadable software for managing online accounts held at financial institutions; providing temporary use of online non-downloadable software for controlling access to financial information in the fields of personal and business finance for accounting, financial analyses, financial management, financial planning, financing of loans, taxes, tax management and business management via electronic permission settings; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail purchase orders; providing temporary use of online non-downloadable software to track time worked by employees and subcontractors; providing temporary use of online non-downloadable software to create and manage budgets; providing temporary use of online non-downloadable software to create price quote estimates and transfer price quote estimates to invoices; providing temporary use of online non-downloadable software to automate creation of invoices; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; providing temporary use of online non-downloadable software to create, print, and track checks and purchase orders; providing temporary use of online non-downloadable software to track sales, expenses, and payments; providing temporary use of online non-downloadable software to analyze the financial valuations of businesses and industries; providing temporary use of online non-downloadable software to manage customer lists, e-mail and print sales forms, and track running balances; providing temporary use of online non-downloadable software for inventory management; providing temporary use of online non-downloadable software to import contacts and financial information in the fields of personal and business finance for accounting, financial planning, financial analysis, financial management and tax management from electronic financial management services and software; providing temporary use of online non-downloadable software for synchronizing data among computers and mobile devices, namely smart phones, mobile phones, cellular phones, tablet computers; providing temporary use of online non-downloadable software for database management, data aggregation, namely compilation and analysis of business data and financial information in the fields of personal and business finance for accounting, financial planning, financial analysis, financial management and tax management, reporting of business data and financial information in the fields of personal and business finance for accounting, financial planning, financial analysis, financial management and tax management, and transmission via a global computer network of business data and financial information in the fields of personal and business finance for accounting, financial planning, financial analysis, financial management and tax management; providing temporary use of online non-downloadable software for online backup of electronic files; providing temporary use of online non-downloadable software for use in transaction processing, accounting, receipt printing, customer relationship management, inventory management and operations management, all in the field of point of sale transactions and retail management; technical support services, namely, troubleshooting of computer software problems, web sites, web and online application problems, mobile application problems, and network problems; online computer helpdesk services; computer services, namely, synchronizing data among computers and mobile devices, namely smart phones, mobile phones, cellular phones, tablet computers; consultation services relating to computer software consulting and computer security consultancy; cloud computing data hosting services namely cloud computing web hosting services and cloud computing data hosting services namely hosting of business management data, business planning data, accounting data, financial planning data, financial analysis data, financial management data and tax data; hosting of a non-downloadable software for use in managing, organizing and sharing data in the fields of financial analyses, financial management, financial planning, taxes, and business management via an interactive website, via the internet and via telecommunication networks; hosting a website enabling business owners to find business financing and commercial loans; hosting a website that matches borrower requests for financing of loans and commercial loans with third party lenders; hosting a website that matches business finance requirements with third party lenders via an interactive website; hosting a website that enables electronic secure exchange of messages and information in the fields of financial analyses, financial management, financial planning, taxes, and business management; hosting a website that matches third party lenders with borrowers for financing of loans

Providing a website in the fields of accounting, tax and business management; Providing blog, web-blog and web-based discussion boards in the fields of accounting, tax and business management; Promoting the interests of entrepreneurs through the establishment of an advisory board, the provision of information and advocacy; Providing access to business management tools and products namely, software, downloadable software, and online non-downloadable software for use in financial applications, namely, for use in managing business finances, accounting, bill payment, tracking assets, liabilities, equity, loans, and chequing accounts, creating and tracking invoices and statements, tracking and creating reports of accounts receivable and accounts payable, enabling online banking and online bill payment, tracking and creating reports of inventory, purchase orders and valuation of same, creating estimates for bids, tracking employee time and time spent on projects, managing payrolls, creating financial reports and graphs, maintaining customer, vendor and employee contact information.

Consultation, advisory, analysis, and assistance services with regard to tax payment financial management; tax payment financial analysis and calculation; provision of information concerning tax payment financial management.

Providing temporary use of online non-downloadable software for enabling multiple users to screen share and communicate for use in providing business and financial consulting and advice; providing temporary use of online non-downloadable software that enables communication via an interactive website between business and financial professionals and their clients; providing temporary use of online non-downloadable software for customer relationship management; providing temporary use of online non-downloadable software to import contacts and business data from other electronic services and software; providing temporary use of online non-downloadable software to manage customer lists, e-mail and print forms, and track customer interactions; providing temporary use of online non-downloadable software for controlling access to financial and business information, data and documents; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail documents and reports; computer software to analyze the financial status of businesses and industries; providing temporary use of online non-downloadable software for synchronizing data among computers and mobile devices; providing temporary use of online non-downloadable software for database management, data aggregation, data reporting, and data transmission; providing temporary use of online non-downloadable software for online backup of electronic files; providing temporary use of online, non-downloadable software used for multiple-users to communicate online and share by chat, telephone, instant messaging, video chat, video conference and email documents for collaboration via an interactive website all in the fields of business management, accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate for use in providing remote business and financial consulting and advice; providing temporary use of online non-downloadable software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share documents, information, data, images, photographs, and electronic messages; providing temporary use of online non-downloadable personal and organizational productivity software to measure, record, track, analyze, and manage data for the purpose of improving personal and business productivity; providing temporary use of online non-downloadable software for time management; providing temporary use of online non-downloadable software to track time worked by employees and subcontractors; providing temporary use of online non-downloadable software for accounting, bookkeeping, financial and business transaction processing management, financial and business transaction management, tax preparation and tax planning, business process management, and financial planning; providing temporary use of online non-downloadable software for use in the field of personal and business finance, tax preparation, project costing management and tax management; providing temporary use of online non-downloadable software for use in the management of payroll; providing temporary use of online non-downloadable software for administering employee payroll; providing temporary use of online non downloadable software for use in the management of benefit plans, insurance plans, retirement plans, unemployment insurance plans, and pre-paid health care plans; providing temporary use of online non-downloadable software for creating, customizing, and managing invoices, recording payments, and issuing receipts; providing temporary use of online non-downloadable software for use in organizing, servicing and tracking sales, collections and receivables data; providing temporary use of online non-downloadable software for tracking income, expenses, sales, and profitability by business location, department, type of business, or other user set field; providing temporary use of online non-downloadable software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; providing temporary use of online non-downloadable software for credit card invoicing and credit card payment processing; computer software for managing online bank accounts; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail purchase orders; providing temporary use of online non-downloadable software to create and manage budgets; providing temporary use of online non-downloadable software to create price quote estimates and transfer price quote estimates to invoices; providing temporary use of online non-downloadable software to automate creation of invoices; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; providing temporary use of online non-downloadable software to create, print, and track checks and purchase orders; providing temporary use of online non-downloadable software to track sales, expenses, and payments; providing temporary use of online non-downloadable software for inventory management; providing temporary use of online non-downloadable software for use in transaction processing, accounting, receipt printing, customer relationship management, inventory management and operations management, all in the field of point of sale transactions and retail management; providing temporary use of online non-downloadable software for sending, receiving and recording monetary transactions; providing temporary use of online non-downloadable software for tax calculation and tax return preparation and filing; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable software for organizing, tracking 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 to pre-populate tax forms with tax data from online banking accounts; 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 online non-downloadable software that enables communication via an interactive website between financial, business and tax professionals and customers; providing temporary use of online non-downloadable software that enables communication between technical support representatives and customers; providing temporary use of online non-downloadable software for use in providing technical support of software; providing temporary use of online non-downloadable software for use in troubleshooting problems with computer software and online computer software services via telephone, online chat, e-mail, video and other means namely social media and instant messaging; providing temporary use of online non-downloadable software that enables communication via an interactive website between tax professionals and customers; providing software by means of an interactive website that technically enables users to track, analyze and generate reports regarding the operation, use and users of an online marketplace; providing access to a website featuring technology that enables users to form and manage contracts with business and financial professionals; hosting a website featuring technology that enables small business owners and consumers to find and connect with business and financial professionals; computer services, namely, providing an online platform for real-time interaction with other computer users concerning topics of business and finance.

Consultation, advisory, analysis, and assistance services with regard to tax payment management; providing analysis and calculation of tax payments; provision of information concerning tax payment management; on-line financial services enabling users to directly deposit tax refunds into accounts at financial institutions; debit account and refund account services for the payment and deposit of tax refunds; transaction processing services for financial institutions and consumers, namely, processing of debit card transactions and tax refunds; transaction processing services for deposits of tax refunds; online debit, prepaid, stored-value and reloadable card balance and account tracking services related thereto accessed via secure internet financial platforms; providing online financial calculators; online refinancing of educational student debt and other debt obligations; providing online financial analyses that enable consumers to optimize interest rates and fees for financial accounts and credit card accounts; providing information to consumers in the fields of personal and small business financial management; providing information to consumers and small businesses on optimizing interest and fees for financial and card accounts, namely savings accounts, checking accounts, investment account, debit account, credit card account and escrow account held at financial institutions; financial risk scoring and modeling services; providing financial history, payment history, loan and debt burden information to consumers; providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; financial analysis and financial consultation services in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Providing information to consumers on automated recommendations on choosing third-party financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans in the field of medical care subsidies financial information via a website; consulting and information services concerning optimizing interest and minimizing fees for financial and card based accounts namely savings accounts, checking accounts, investment account, debit account, credit card account and escrow account, held at financial institutions; Providing information in the field of medical care subsidies financial information via a website featuring online links to the websites of others; Providing information featuring non-downloadable videos in the fields of health care subsidies via a website.

Providing an online forum for users to post and respond to questions in the fields of tax; providing online forums, online chat rooms and electronic bulletin boards for transmission of messages among users in the fields finance, accounting, loans, credit reports, tax and healthcare; providing on-line chat rooms and electronic bulletin boards for transmission of messages among users via electronic communications network in the fields of tax and healthcare; providing on-line forums for transmission of messages via electronic communications network among users of mobile phones and mobile communication devices, namely, smartphones, video phones, tablets computers, portable personal computers; providing electronic bulletin boards for transmission of messages via electronic communications network among users in the fields of finance, accounting, loans, credit reports, tax and healthcare; providing on-line forums in the field of financial software and financial online services, namely finance, accounting, loans, credit reports, tax and healthcare; Providing access to a website featuring an online community for registered users to publish and share usergenerated content in the fields of finance, accounting, loans, credit reports, tax and healthcare accessible via mobile phones and mobile communication devices, namely smartphones, video phones, tablets computers, portable personal computers; Providing access to a website through which users contribute and edit digital content in the fields of tax, accounting, and personal and business financial management; Providing access to a website featuring online links to the websites of others in the field of medical care subsidies financial information; Providing access to a website that provides consumers with automated recommendations on choosing third-party financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Providing access to a website featuring nondownloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies; providing access to a website and non-downloadable computer software featuring interface system technology that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics, in the fields of computer software, business management, financial management, tax and healthcare; providing access to a website featuring technology that advises users on re-phrasing questions using personalized tips to guide users in the fields of computer software, business management, financial management, tax and healthcare; Providing access to a website featuring technology that enables users to post and respond to questions in the fields of tax and healthcare subsidies; providing access to a website featuring technology that enables users to contribute and edit digital content, namely documents, information, tax information, digitial images, photographs and electronic messages all in the field of tax; providing access to a website featuring technology that enables users to determine eligibility for healthcare subsidies; providing access to a website featuring technology that enables users to calculate healthcare subsidies; providing access to a website featuring an online community for registered users to participate in discussions in the fields of tax and healthcare subsidies.

Publication of editorial content all in the fields of tax preparation, tax planning and tax filing; providing online educational articles in the fields of tax preparation, tax planning and tax filing; providing educational infographics and online videos in the fields of tax preparation, tax planning and tax filing; Publication of editorial content all in the fields of health care subsidies; providing news in the fields of tax return preparation and tax planning.

Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; software as a service (SAAS) services featuring software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable software for organizing, tracking and reporting tax deductible expenses; providing temporary use of online, non-downloadable mobile application software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of non-downloadable software to pre-populate tax forms with tax data from online banking accounts; 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 by chat, telephone, instant messaging, video chat, video conference and email via an interactive website for use in providing remote technical support of software and remote technical support in the fields of tax return preparation, tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services, namely for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing; providing temporary use of online non-downloadable software that enables multiple users to screen share and communicate by chat, telephone, instant messaging, video chat, video conference and email via an interactive website for use in providing assistance with regard to accounting and taxes; providing temporary use of on-line nondownloadable software that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, tax information, digital images, photographs, and electronic messages, all in the fields of tax planning, tax return preparation, tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services, namely for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing; 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 nondownloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between tax professionals and customers; providing temporary use of on-line non-downloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between technical support representatives and customers; providing temporary use of on-line non-downloadable software for use in providing technical support of software; providing temporary use of on-line non-downloadable software for use in troubleshooting problems with computer software and online computer services, namely nondownloadable software for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing, via telephone, online chat, e-mail, video and other means, namely social media and instant messaging; hosting a website and non-downloadable computer software featuring interface system technology that prompts users with personalized instructions based on real time analysis of the user's question structure and semantics, in the fields of computer software, business management, financial management, tax and healthcare; hosting a website featuring technology that advises users on re-phrasing questions using personalized tips to guide users in the fields of computer software, business management, financial management, tax and healthcare; hosting a website featuring technology that enables users to post and respond to questions in the fields of tax and healthcare subsidies; hosting a website featuring technology that enables users to contribute and edit digital content, namely documents, information, tax information, digital images, photographs and electronic messages all in the field of tax; hosting a website featuring technology that enables users to determine eligibility for healthcare subsidies; hosting a website featuring technology that enables users to calculate healthcare subsidies; hosting a website featuring an online community for registered users to participate in discussions in the fields of tax and healthcare subsidies; technical support services, namely, troubleshooting problems with computer software and online computer services, namely non-downloadable software for accounting, financial planning, financial management, tax planning, tax calculation, and tax return preparation and filing, via telephone, e-mail and other means, namely online chat, social media and instant messaging; providing temporary use of non-downloadable software that enables communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website between consumers and thirdparty financial services providers; providing temporary use of non-downloadable software for use in providing automated personal and small business financial management services; providing temporary use of nondownloadable software for use in asset allocation and sector analysis; providing temporary use of nondownloadable software for consumers to create a unified financial profile for themselves, their businesses and their families; providing temporary use of non-downloadable software for use by consumers and small businesses to aggregate, access, view and manipulate financial records from multiple accounts in a single location; platform as a service (PAAS) featuring computer software platforms for use by consumers and small businesses to aggregate, access, view, manipulate and share financial records from multiple accounts in a single location; fraud protection services, namely, computer security services in the nature of threat analysis for protecting personal and financial information; identity protection and restoration services, namely, electronic monitoring of personal identification information to detect identity theft via the Internet; Hosting a website featuring online links to the websites of others in the field of medical care subsidies financial information; Hosting a website that provides consumers with automated recommendations on choosing thirdparty financial services providers in the fields of financial investments, financial valuations, financial aspects of retirement, financial forecasting, financial management, financial planning, financial risk assessment, credit and debit control and financing of loans; Hosting a website featuring an online community for registered users to publish and share user-generated content in the fields of finance, accounting, loans, credit reports, tax and healthcare accessible via mobile phones and mobile communication devices, namely smartphones, video phones, tablets computers, portable personal computers; Hosting a website through which users contribute and edit digital content in the fields of tax, accounting, and personal and business financial management; Hosting a website featuring non-downloadable videos in the fields of tax preparation, tax planning, tax filing and health care subsidies.