Third party information transfer

A method allowing a professional service provider to access client data stored in an online account without storing confidential account information by the professional service provider. In particular, the service provider may register the relationship with the client in a third party information tr...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: RICE MATTHEW GLEN, HELLMAN BRETT ALEXANDER, ROBERTS TERESA LYNN, ILKAL NADEEM MOHAMMED YUSUF, PAN ERIC YOUNG, WOLFE JEFFREY M, RIDGE JASON PAUL
Format: Patent
Sprache:eng
Schlagworte:
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Beschreibung
Zusammenfassung:A method allowing a professional service provider to access client data stored in an online account without storing confidential account information by the professional service provider. In particular, the service provider may register the relationship with the client in a third party information transfer framework where the client approves such registration and download the data from the online account using the confidential account information in a temporary manner. The client data may be stored in a repository available to the service provider based on the relationship registration. In an example, a professional tax preparation software may include functionality to check for newly downloaded client data within the third party information transfer framework, notifying a tax accountant (i.e., the service provider), and may provide a one click access to import the client data directly into the client tax return.