Multi-stage, multi-user engagement submission and tracking process
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United States of America Patent
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Nov 27, 2012
Grant Date -
Nov 19, 2009
app pub date -
Jul 27, 2009
filing date -
May 7, 2003
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A method for submitting information for an engagement is disclosed. The method might include the steps of generating a tracking screen for tracking the submission of a plurality of files, including a tax file and an image file, each file having the same client identification code, receiving the tax file from a first client device, and updating the tracking screen to reflect the submission of the tax file. The method further might include the steps of receiving an image file from a second client device, updating the tracking screen to reflect the submission of the image file, and transmitting the plurality of files to a remote server system.
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