Systems and methods for obtaining accountant prepared financial statement confirmation
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United States of America Patent
Stats
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Jan 2, 2024
Grant Date -
N/A
app pub date -
Feb 14, 2014
filing date -
Feb 14, 2013
priority date (Note) -
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Abstract
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.
First Claim
Family
- 15 United States
- 10 France
- 8 Japan
- 7 China
- 5 Korea
- 2 Other
Patent Owner(s)
Patent Owner | Address | |
---|---|---|
CAPITAL CONFIRMATION INC | 214 CENTERVIEW DRIVE SUITE 265 BRENTWOOD TN 37027 |
International Classification(s)
Inventor(s)
Inventor Name | Address | # of filed Patents | Total Citations |
---|---|---|---|
Fox, Charles Brian | Brentwood, US | 9 | 47 |
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