Systems and methods for obtaining accountant prepared financial statement confirmation

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United States of America Patent

PATENT NO 11861696
SERIAL NO

14180754

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Abstract

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A systems and method facilitates obtaining accountant prepared financial statements associated with a client. A financial statement user initiates the process such as when a client has requested a loan and the financial statement user initiates an underwriting process. An identity of an accountant or client is received at a confirmation system from the financial statement user via the communications network. The identified accountant or client identifies the other party to the confirmation system via the communications network. Financial statements associated with the client are received from the identified accountant via the communications network. The received financial statements include financial information associated with the client. Permissions associated with the financial statements are received from the client via the communications network. The financial statements are provided via the communications network to the financial statement user in accordance with the permissions provided by the client.

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Patent Owner(s)

Patent OwnerAddress
CAPITAL CONFIRMATION INC214 CENTERVIEW DRIVE SUITE 265 BRENTWOOD TN 37027

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Fox, Charles Brian Brentwood, US 9 47

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Maintenance Fees

Fee Large entity fee small entity fee micro entity fee due date
3.5 Year Payment $1600.00 $800.00 $400.00 Jul 2, 2027
7.5 Year Payment $3600.00 $1800.00 $900.00 Jul 2, 2031
11.5 Year Payment $7400.00 $3700.00 $1850.00 Jul 2, 2035
Fee Large entity fee small entity fee micro entity fee
Surcharge - 3.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge - 7.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge - 11.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge after expiration - Late payment is unavoidable $700.00 $350.00 $175.00
Surcharge after expiration - Late payment is unintentional $1,640.00 $820.00 $410.00