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Downloadable computer software for use in tax preparation and planning

Bookkeeping; accounting services; providing an on-line computer web site to business and individual customers that provides financial transaction data, account management, financial reporting, and financial records management data

Financial management via the internet, namely, providing online financial management for use in the management of personal financial accounts, financial planner managed accounts, and small business accounts; providing online financial management services, namely, tracking of financial transactions, expenses, income, and account balances, providing account balance information, and providing bill payment services and reminders

Providing temporary use of on-line non-downloadable software for preparing tax returns; providing temporary use of on-line non-downloadable software for financial management; software as a service (SAAS) services featuring software for the management of financial accounts by individuals, small businesses, and financial planners