A system and method of generating and presenting a recommended filing strategy that includes receiving user inputs via a graphical user interface; identifying, using one or more computers, factual patterns of the user inputs; assigning, using the one or more computers and based on the identified factual patterns, a risk tolerance classification; generating, using an optimization model and based on the factual patterns, the risk tolerance classification, and relevant legal documents, the recommended filing strategy; identifying relevant media files from a library of media files that are associated with the recommended filing strategy; creating a combined media file from the plurality of relevant media files; and presenting the combined media file via the graphical user interface.

Abandonment indicator data is used to customize the user experience of an interactive software system, by monitoring and obtaining data about whether a user is at risk of abandoning the interactive software system. The resulting abandonment indicator data is analyzed and used to dynamically modify the user's experience by selecting user experience components based on the analysis of the user's abandonment indicator data. In this way, different types of user experience components can be utilized to provide the user with an individualized user experience that is customized to the user. Different types of user experience components can be utilized to adjust the user experience to adapt to the individual user.

Embodiments of the invention involve importing and storing a document from a user, including acquiring the document; analyzing the document to determine a set of identification information; determining a user account associated with the document based upon the set of identification information; determining a sensitivity level of the document; providing a certain level of access to the user account based upon the sensitivity level of the document; and storing the document in a document data store such that the document can be retrieved in association with the user account.

An intelligent review and processing system and associated method for receiving financial data from one or more data sources, processing and storing the financial data, and generating one or more reports from the financial data with a report generator. The report generator includes a user interface generator for generating a plurality of user interfaces having a window element that includes a navigation pane formed along a left side of the window element having an actuatable soft button for accessing one or more portions of a tax review sequence having a plurality of tax review steps, a top pane element for displaying tip information, and a bottom pane element for displaying information associated with one or more of the plurality of tax review steps. The one or more of the plurality of user interfaces has a window element that includes a graphical element representative of the plurality of tax review steps.

Disclosed are methods of reducing the release of volatile organic compounds (VOCs) into the earth's atmosphere during coating operations providing a coating composition comprising a carrier comprising VOC compounds and one or more fluorocopolymers by copolymerization of (1) first monomer selected from the group consisting of hydrofluoroalkenes, (2) second monomer comprising vinyl ester(s), and (3) third monomer comprising vinyl ether(s), wherein at least a portion of said vinyl ether monomer is a hydroxyl group-containing vinyl ether, wherein the fluorocopolymer comprises at least about 70% by weight of said coating composition and the VOC portion of said carrier is not greater than about 30% by weight of said coating composition.

Electronic submission of tax profile authorizations via a network is provided. A tax profile authorization form corresponding to a tax agency is populated using stored information in a set of tax profile jurisdiction databases created by a client. An electronic signature of an authorized signer of the client is applied to the tax profile authorization form. The signed tax profile authorization form is submitted to the tax agency via the network enabling a third-party entity to respond to employment tax matters on behalf of the client before the tax agency. An indication is displayed on a tax profile authorization dashboard that the signed tax profile authorization form has been submitted to the tax agency. Third-party administrator authorization with client information and tax jurisdiction is displayed on the tax profile authorization dashboard, along with timestamp of the electronic signature of the authorized signer for verification and fraud prevention.

Systems and methods are provided for managing sales tax information. The information may be generated, for example, in connection with transactions involving financial accounts, such as a credit card account. The sales tax information may be received electronically from, for example, a merchant or a point of sale device. A determination may be made whether there is any missing sales tax information. If there is missing information a request may be generated and sent to a source having the information. The source may receive the request, retrieve the desired information, and transmit it to the requesting entity. The sales tax information may be stored and later retrieved for presentation to a user, such as the account holder. The account holder may use the information in completing a tax return.

The present disclosure relates to generating estimated results of an interactive workflow based on user input of one or more representative data points and results of the interactive workflow for other users. According to one embodiment, a workflow processing system receives a request to estimate a result expected to be obtained by a first user in completing the interactive workflow and receives one or more representative data points characterizing the first user. The workflow processing system determines an estimate of the result expected to be obtained by a first user in completing the interactive workflow based on the representative data points and an analysis of results of the interactive workflow obtained by a plurality of second users in completing the interactive workflow, wherein each of the plurality of second users share the representative data points characterizing the first user.

Method and apparatus for providing personalized self-help experience in online application. A predictive model is trained to learn a relationship between one or more user features and one or more tags using historical user feature data. High-dimensional vectors representing each of a plurality of questions are generated and stored in the lookup table. The trained predictive model outputs tags probabilities from the incoming user data, using the learned relationship. A user high-dimensional vector is formed based on the tags probabilities. Similarity metrics are calculated between the high-dimensional vector for the respective question and the user high dimensional vector. One or more of the most relevant question titles are returned to a client device for presentation to a user.

The present invention provides a linear and gradual (LG) tax rate system with a tax processor for tax software products. Existing two tax systems of federal individual Tax Schedules and Tax Table/Tax Computation Worksheet are simplified and combined into one LG tax rate system. The tax processor and software product are designed for taxpayers (employees, employers or self-employments) to file tax returns, for employers to do payroll to employees and transfer withholding taxes to governments or for governments to inspect tax returns by comparing tax withholding reports and tax returns according to related standards instead of existing random selections. Differences of taxes, tax rates and taxable incomes are set at low, mid and high levels for tax return options, quick tax refunds, regular inspections and detail audits to reduce tax returns and potential tax crimes and save tax processing time and costs (billions) for businesses, individuals and governments.