An embodiment of the present invention is directed to an Agile Research and Development (R&D) Analyzer that represents a suite of tools that analyze documentation and associated metadata from project management systems such as JIRA, Wiki, and GIT to assist in key stages of a qualitative assessment of an R&D Tax Credit Study. The quantitative assessment may be leveraged across a number of entities and clients that use Agile software development processes or other iterative approach to project management and software development. For example, the Agile R&D Analyzer may be used by Tax engagement team members during a R&D Tax Credit Study.

A system for providing an accounting platform, the system comprising at least one user computing device in operable connection with a user network. An application server is in operable communication with the user network to host an application system for providing a system for providing an accounting platform. The application system includes a user interface module for providing access to the application system through the client computing device, accounting computing device, or subcontractor computing device. The user interface module is in operable communication with a user database for storing user information and a document database for storing tax documents. A document module permits the filling and processing of the one or more tax documents and a portal module permits the creation of a user portal for interacting with the system.

A method and system learn functions to be associated with data fields of forms to be incorporated into an electronic document preparation system. The functions are essentially sets of operations required to calculate the data field. The method and system receive form data related to a data field that expects data values resulting from performing specific operations. The method and system utilize machine learning and training set data to generate, test, and evaluate candidate functions to determine acceptable functions.

A method and system to learn new forms to be incorporated into an electronic document preparation system, or to learn the behavior of existing systems, receive form data related to a new form having a plurality of data fields that expect data values based on specific functions. The method and system gather training set data including previously filled forms having completed data fields corresponding to the data fields of the new form. The method and system include multiple analysis modules that each generate candidate functions for providing data values for the data fields of the new form. The method and system evaluate the candidate functions from each analysis technique and select the candidate functions that are most accurate based on comparisons with the training set data.

Provided is a system to allocate resources using an information technology infrastructure. The system receives financial and health data of a participant. The system identifies a healthcare expense prediction model to predict the future healthcare expenses of the participant. The system determines from the prediction model using the multi-dimensional feature vector of the participant, the predicted lifetime healthcare expenses of the participant. The system identifies lifetime non-healthcare expenses of the participant. The system identifies a healthcare tax benefit account to provide funds towards the predicted lifetime healthcare expenses and a non-healthcare tax benefit account to provide funds towards lifetime non-healthcare expenses. The system determines a first amount of funds to allocate to the healthcare tax benefit account and a second amount of funds to allocate to the non-healthcare tax benefit account. The system provides the first and second amount of funds to an interactive user interface.

The present invention is directed at a system of determining a product's HS-Code based on the product's title. The system may employ ML models to assign the HS-Codes. A first ML model provides a full 6-digit HS-Code. A second ML model also provides the full 6-digit HS-Code, where the ML general model provides the first two digits of the HS-Code and the ML submodels provide the last four digits of the HS-Code. Efficiently and accurately determining a product's HS-Code using machine learning reduces the manual inspection of shipments entering customs, saving time and effort for workers, and improves the detection of prohibited or controlled products.

Technology is described for managing a user account. An example method includes: a payment service system (PSS) receiving payroll funds for a user having an account with the PSS, and generating a tax payment account on behalf of the user. The PSS determines an amount of the payroll funds (or other income funds) to divert to the tax payment account based on tax liability information. Furthermore, the PSS determines, based on transaction information associated with the user account, a modified amount of the income funds to divert to the tax payment account, and the PSS causes the modified amount of the payroll funds to be diverted to the tax payment account.

Systems and methods may be provided for generating and modifying dynamic user experience (UX) applications that may be agile, personalized, quickly delivered, and capable of being seamlessly integrated across an organization. The behavior and functionality of the applications (e.g., user interfaces therein) may be tailored specifically to individual users in response to learned user preferences or tendencies, for example. Consequently, these dynamic UX applications may be rapidly deployed and capable of providing a satisfactory yet pliable user experience across applications.

A system for account mapping includes functionality for obtaining more than one labeled accounts labeled by more than one accountant; pre-processing more than one labeled accounts using natural language processing, using the more than one pre-processed labeled accounts to train an account mapping model that performs multinomial classification; receiving an account name from an accounting application where the account name includes a text label for an account included in a chart of accounts; generating an account mapping by applying the account mapping model to the account name, where the account mapping includes a type of the account, a sub-type of the account, a code, and a series associated with an accounting form; returning the account mapping to the accounting application through an Application Programming Interface (API); and receiving a corrected account mapping from an accountant and using the corrected account mapping as a new text label to incrementally update the account mapping model.

Provided is a system, method, and apparatus for automatically preparing documents for a multi-national organization, such as preparation of international documents, regulatory filings, tax document preparation or financial reports. The method includes generating a document preparation workflow based on multi-national organization data for the multi-national organization, the document preparation workflow including a sequence of nodes based on multi-national organization data and rules data, the multi-national organization data including at least one multi-national organization chart and transactions associated with the multi-national organization, configuring at least one node of the sequence of nodes by identifying at least one role associated with the at least one node of a plurality of roles, and executing the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data.