US 12,148,050 B2
Taxpayers switching tax preparers
David Wyle, Corona Del Mar, CA (US); and Sarika Arora, Rancho Santa Margarita, CA (US)
Assigned to SurePrep, LLC, Irvine, CA (US)
Filed by Sureprep, LLC, Irvine, CA (US)
Filed on Jun. 7, 2023, as Appl. No. 18/207,033.
Application 18/207,033 is a continuation of application No. 17/557,574, filed on Dec. 21, 2021, granted, now 11,710,192.
Application 17/557,574 is a continuation of application No. 15/832,640, filed on Dec. 5, 2017, granted, now 11,238,540, issued on Feb. 1, 2022.
Prior Publication US 2023/0316421 A1, Oct. 5, 2023
Int. Cl. G06Q 40/00 (2023.01); G06Q 40/12 (2023.01)
CPC G06Q 40/123 (2013.12) 20 Claims
OG exemplary drawing
 
1. A method comprising:
receiving, by one or more processors, a first connection request from a taxpayer device for a first tax preparer device having a first tax preparer identifier to access a taxpayer account in a database, wherein the taxpayer account is associated with the taxpayer device;
automatically associating, by the one or more processors and in response to receiving the first connection request, the taxpayer identifier of the taxpayer device with the first tax preparer identifier of the first tax preparer device;
providing, by the one or more processors and to the first tax preparer device, access to the taxpayer account in the database;
receiving, by the one or more processors, a first restriction request from the taxpayer device to restrict the first tax preparer device from accessing the taxpayer account in the database;
automatically disassociating, by the one or more processors and in response to receiving the first restriction request, the taxpayer identifier of the taxpayer device with the first tax preparer identifier of the first tax preparer device to restrict the first tax preparer device from accessing the taxpayer account in the database;
receiving, by the one or more processors, a second connection request from the taxpayer device for a second tax preparer device having a second tax preparer identifier to access the taxpayer account in the database;
automatically associating, by the one or more processors and in response to receiving the second connection request, the taxpayer identifier of the taxpayer device with the second tax preparer identifier of the second tax preparer device; and
providing, by the one or more processors and to the second tax preparer device, access to the taxpayer account in the database.