INTUIT TURBOTAX LIVE and design

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SEARCHED

on 30 Aug 2023

Last Applicant/ Owned by

Intuit Inc.

2535 Garcia AvenueMountain View, CA 94043

Serial Number

2021175 filed on 6^th Apr 2020

Correspondent Address

FASKEN MARTINEAU DUMOULIN LLP

800 rue du Square Victoria, bureau 3500Montréal,

QUEBEC

H4Z1E9

INTUIT TURBOTAX LIVE and design

Trademark usage description

downloadable computer software for enabling multiple users to screen share and communicate for use in providing business and financial consulting and Read More

Vienna Information

1 . 15 . 21

Bubbles, frothy masses -- Note: Including speech bubbles.Bulles, masses mousseuses -- Note: Y compris les bulles de bandes dessinées.

26 . 4 . 2

RectanglesRectangles

26 . 4 . 5

One quadrilateralUn quadrilatère

26 . 4 . 13

Quadrilaterals containing representations of heavenly bodies or natural phenomenaQuadrilatères contenant la représentation de corps célestes ou de phénomènes naturels

26 . 4 . 18

Quadrilaterals containing one or more lettersQuadrilatères contenant une ou plusieurs lettres

26 . 4 . 26

Quadrilaterals with cutout areasQuadrilatères avec des zones découpées

2 . 1 . 23

Men stylized -- Note: Including stick figures of men.Hommes stylisés -- Note: Y compris les bonshommes-allumettes d'hommes.

2 . 1 . 24

Several menPlusieurs hommes

2 . 1 . 30

Other menAutres hommes

27 . 3 . 1

Letters or numerals representing a human being or a part of the human body, an animal or a part of an animal's body, a plant, a heavenly body, a natural phenomenon or an objectLettres ou chiffres représentant un être humain ou une partie du corps humain, un animal ou une partie du corps d'un animal, un végétal, un corps céleste, un phénomène naturel ou un objet

27 . 3 . 2

Letters or numerals representing a human being or a part of the human bodyLettres ou chiffres représentant un être humain ou une partie du corps humain

24 . 17 . 20

Check signsCoches, signes de validation

26 . 1 . 1

CirclesCercles

26 . 1 . 3

One circle or ellipseUn cercle ou une ellipse

26 . 1 . 16

Circles or ellipses containing other figurative elementsCercles ou ellipses contenant d'autres éléments figuratifs

26 . 1 . 24

Circles or ellipses with dark surfaces or parts of surfacesCercles ou ellipses avec surface ou partie de la surface foncée

Classification Information

Class [009]
Downloadable computer software for enabling multiple users to screen share and communicate for use in providing business and financial consulting and advice; downloadable computer software that enables communication via a website between business and financial professionals and their clients; downloadable computer software for use in customer relationship management; downloadable computer software for controlling access to financial and business information, financial and business data, and financial and business documents; computer software to import contacts and business data from other electronic services and software; downloadable computer software to manage customer lists, email and print forms, and track customer interactions; downloadable computer software for controlling access to financial and business information, data and documents; downloadable computer software to create, customize, print, export, and e-mail documents and reports; downloadable computer software to analyze the financial status of businesses; downloadable computer software for synchronizing data among computers and mobile devices; downloadable computer software for database management, data aggregation, creating data reports, and data transmission; downloadable computer software for online backup of electronic files; downloadable computer software used for multiple-user online communication by chat, telephone, instant messaging, video chat, video conference and email via an interactive website and document sharing for collaboration; downloadable computer software that enables multiple users to screen share and communicate for use in providing remote business and financial consulting and advice; downloadable computer 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; downloadable personal and organizational productivity software to measure, record, track, analyze, and manage business and financial data for the purpose of improving personal and business productivity; downloadable computer software for time management; computer software to track time worked by employees and subcontractors; downloadable computer 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; downloadable computer software for use in the field of personal and business finance, tax preparation, project costing management and tax management; downloadable computer software for use in the management of payroll; downloadable computer software for administering employee payroll; downloadable computer software for use in the management of benefit plans, insurance plans, retirement plans, unemployment insurance plans, and prepaid health care plans; downloadable computer software for creating, customizing, and managing invoices, recording payments, and issuing receipts; downloadable computer software for use in organizing, servicing and tracking sales, collections and receivables data; downloadable computer software for tracking income, expenses, sales, and profitability by business location, department, type of business, and field customized by the user; downloadable computer software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; downloadable computer software for credit card invoicing and credit card payment processing; downloadable computer software for managing online bank accounts; downloadable computer software to create, customize, print, export, and e-mail purchase orders; downloadable computer software to create and manage budgets; downloadable computer software to create price quote estimates and transfer price quote estimates to invoices; downloadable computer software to automate creation of invoices; downloadable computer 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; downloadable computer software to create, print, and track checks and purchase orders; computer software to track sales, expenses, and payments; downloadable computer software for inventory management; downloadable computer software and hardware 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; downloadable computer software for sending, receiving and recording monetary transactions; computer software for tax calculation and tax return preparation and filing; downloadable computer software for processing tax payments; downloadable computer software for organizing, tracking and reporting tax deductible expenses; downloadable computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; downloadable computer software for customers to directly deposit tax refunds into accounts at financial institutions; downloadable computer software to pre-populate tax forms with tax data from online banking accounts; downloadable computer software that enables multiple users to screen share and communicate for use in providing assistance with regard to accounting and taxes; downloadable computer software for use in providing assistance with regard to accounting and taxes; downloadable computer software that enables communication via an interactive website between financial, business and tax professionals and customers; downloadable computer software that enables communication via an interactive website between technical support representatives and customers; downloadable computer software for use in providing technical support of software; downloadable computer 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; downloadable computer software that enables communication via an interactive website between tax professionals and customers; downloadable computer software for use in providing assistance with regard to accounting and taxes.

Classification kind code

Class [035]
Business management services; providing business information services and advice in the fields of accounting, finance, financial management, financial planning, investments and tax via computer networks, including global computer networks and online services; providing information through an online database in the field of business and financial professionals; matching consumers with professionals in the fields of accounting, finance, financial management, financial planning, investments and tax; business intermediary services relating to the matching of various professionals with clients; providing an online portal for use by professional services providers and individuals to match work opportunities with professional expertise; business intermediary services namely providing a website to match professionals seeking work with individuals and companies seeking the services of professionals, and performing analysis to match the background, skills, and capabilities of professionals with the needs of those seeking the services of such professionals; advertising the goods and services of others via a web site on a global computer network; providing business consultation and business information, namely, tracking, analyzing and generating reports for others regarding the operation, use and users of an online marketplace; providing the ratings, reviews and recommendations on products and services via a website for commercial purposes posted by users and professionals in the fields of accounting, finance, financial management, financial planning, investments and tax; negotiation, drafting, and management of business contracts for others; providing information about the negotiation of business contracts for others; collecting, analyzing and reporting on data related to customer experience and business performance, namely the performance of business and financial professionals and project vendors; business consultation regarding compliance with regulations; providing information, ratings, reviews and recommendations for the services of business and financial professionals via a website; online business intermediary services relating to the fields of accounting, finance, financial management, financial planning, investments and tax; matching small business owners and consumers with professionals in the fields of accounting, finance, financial management, financial planning, investments and tax; providing an online searchable business directory of professionals for small business owners and prospective consumers; consultation, advisory, analysis, and assistance services with regard to accounting and taxes; consultation and advisory services in the fields of accounting and taxes, including tax calculation, tax planning, tax return preparation, tax refund, tax management, preparation of tax forms, and tax return filing; providing tax and tax preparation management information and consultation; providing information concerning accounting, taxes, tax calculation, tax planning, tax return preparation, tax refunds, tax management, preparation of tax forms, and tax returns filing; providing tax analysis and calculation in the nature of accounting and assessment, planning, preparation, and filing services; providing advice, analysis, news, and opinions to consumers in the fields of tax return preparation and tax planning; providing tax calculation, planning, preparation, and filing services; electronic tax filing services; consultation, advisory, analysis, and assistance services with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; consultation, advisory, analysis, and assistance services with regard to organizing, tracking and reporting tax deductible expenses.

Classification kind code

Class [036]
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.

Classification kind code

Class [042]
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.

Classification kind code

Mark Details

Serial Number

2021175

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 15 on 22^nd Jul 2024	Correspondence Created
Submitted for opposition 22 on 30^th Aug 2023	Search Recorded
Submitted for opposition 20 on 30^th Aug 2023	Examiner's First Report
Submitted for opposition 287 on 8^th Jun 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 6^th Apr 2020	Filed
Submitted for opposition 1 on 6^th Apr 2020	Created
Submitted for opposition 31 on 6^th Apr 2020	Formalized

INTUIT TURBOTAX LIVE and design

Classification Information

Classification kind code

Classification kind code

Class [036]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.

Classification kind code

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [036]
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.