| Serial Number | 99473200 |
| Word Mark | INTUIT |
| Filing Date | Friday, October 31, 2025 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Friday, May 22, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Educational and training services, namely, providing courses of instruction, workshops, seminars and training in the fields of business development, business management accounting, tax, finance, marketing, credit monitoring, productivity, computer software, computer hardware, software as a service (SaaS) technology, artificial intelligence, cloud computing, and mobile computing, and distributing course materials in connection therewith; training services, namely, providing training of accountants, bookkeepers, and business managers for certification in the fields of accounting, business and computer software; sweepstake services designed to reward consumers and participants who engage in responsible financial actions related to checking and savings accounts; Entertainment services, namely, contest and incentive award programs designed to reward program participants who engage in responsible financial actions related to checking and savings accounts |
| Goods and Services | Providing online non-downloadable software for financial management, business management, financial records and transactions management, business process management, and enterprise resource planning (ERP); providing online non-downloadable software for credit and debit card management; providing online non-downloadable software for human resource management; providing online non-downloadable software for marketing automation, marketing campaign management, email marketing, and marketing services in the nature of supporting and managing the creation, sending, optimizing, and targeting of bulk electronic mail, advertising, and promotional campaigns and surveys and for promotion of e-commerce web sites and technical support related to same, namely, troubleshooting of computer software and web application problems; electronic monitoring of credit card activity and credit reports to detect identity theft and fraud via the internet; providing online non-downloadable software for tax return preparation; providing online non-downloadable software for processing tax payments; providing on-line non-downloadable software for reporting rent and bill payments to credit bureaus for purposes of building credit history; Providing a website featuring technology that enables users to report rent and bill payments to credit bureaus for purposes of building credit history; providing online non-downloadable software for banking for accessing and managing bank accounts, tracking personal finance transactions and managing financial investments; providing online non-downloadable software for accessing, viewing and managing checking accounts, credit card accounts and savings accounts, paying bills and transferring money; providing a website featuring on-line non-downloadable software that enables users to access automobile and home loan information; software as a service (SaaS) for artificial intelligence processing and machine learning to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; software as a service (SaaS) for knowledge engineering, namely, software for use in creating rules to apply to data to imitate the thought process of a human expert; providing online non-downloadable software for generative artificial intelligence applications, namely, to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; providing online artificial intelligence software, including chatbot interfaces for the production of speech, text, images, video, sound, haptics, and numerical calculations and for rendering and navigating virtual reality environments; providing online non-downloadable software which takes automated actions on behalf of a user, a machine, an application, or operating system to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; providing online non-downloadable software for automated analysis of data and for producing automated insights and enabling decision-making; providing online software tools for use in software development; research in the fields of artificial intelligence and computer natural language processing; for providing financial management tools, namely, for managing and verifying financial transactions |
| Goods and Services | Financial management services; monetary affairs, namely, financial information, management and analysis services; providing financial management tools and transaction execution and tracking services, namely online, real-time services to manage and track financial assets, accounts, transactions, and payments via computer and communication networks; providing financial information relating to financial matters, insurance, banking, investments, shares, credit card services, credit monitoring, and tax; electronic banking and payment services, namely, providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; credit card and debit card services, namely credit and debit card transaction processing services; payroll services; online bill payment services; payment processing by electronic means; electronic bill presentment for others; online financing and loan services; financial administration of employee benefits for others; financial administration of member financial benefits program in the fields of accounting, business, computer, and tax professionals; mortgage brokerage services; loan brokerage services; real estate brokerage services; real estate agent services; loan servicing services in the nature of arranging and financing of loans; real estate agent referral services; providing financial advice and information related to investment management; providing a website featuring information in the field of banking; credit scoring services; financial risk assessment services, financial risk scoring; providing financial information, namely, consumers' financial history, payment history, loan and debt burden information; online credit reporting services; debit card transaction processing services; providing a web site featuring personal financial information and financial advice; insurance services, namely, insurance eligibility review and verification and consultation in the automobile industry; insurance services, namely, underwriting, issuance and administration of automobile insurance; banking; savings account services; checking account services; financial reporting services, namely, collecting payment data from customers in order to report rent, and bill payments to credit bureaus for the purpose of building credit history; banking services; ATM banking services; direct deposit account services; issuing of debit cards; providing financial information and advice in the fields of banking; debit card payment processing services; money transfer services; electronic money transfer services; bill payment services; financial services namely, bill payment by electronic means; credit and loan services; financial services, namely electronic remote check deposit services; monitoring financial markets for investment purposes; financial planning and investment advisory services; online financial valuations, information, research and investment recommendation; insurance consulting in the field of automobile insurance; insurance underwriting services in the field of automobile; insurance services, namely, providing auto insurance rate quotes; automobile insurance administration and underwriting; providing information via a global computer information network in the field of automobile insurance underwriting; providing financial news and information; providing information in the nature of news for professionals in the fields of finance and financial planning; providing a web site for user with recommendations in the fields of finance, loans and credit monitoring |
| Goods and Services | Business administration and management services in the field of business finance, bookkeeping, and accounting; accounting and bookkeeping services; business invoicing services; marketing; advertising and promotional services; advertising, promotion, and marketing services in the nature of email campaigns for others; providing payroll preparation, payroll tax assessment, and payroll tax filing services; providing human resource department services for others and business management services in the nature of employee benefit planning; employee and contractor time tracking services featuring tracking paid time off, sick days, and holidays; computer data entry services featuring online integration of employee time tracking data with accounting, payroll, and invoicing data; online business and personnel management services; providing online workforce management and scheduling services for others; business consulting services; providing information in the nature of business and marketing advice, news, and information; providing business advice and business information relating to finance, loans, and credit monitoring; providing business information in the fields of tax planning, tax calculation, tax return preparation for business purposes; association and membership services, namely, promoting the business or commercial interests of accountants, financial planners and entrepreneurs in the fields of accounting, finance, financial planning, small business management, tax preparation, tax filing, and tax planning by means of a membership association; matching potential lenders with borrowers in the fields of consumer lending and commercial lending; providing advertisement and promotion services for others based on credit reports; monitoring consumers' credit reports for business purposes; monitoring consumers' credit reports and providing an alert as to any changes therein for business purposes; referrals in the field of real estate agents; Providing an on-line searchable database featuring referrals in the field of real estate agents; Providing on-line referrals in the field of real estate agents; arranging and conducting incentive award programs designed to reward consumers and participants who engage in responsible financial actions related to checking and savings accounts; arranging and conducting incentive award programs to promote the sale of products and services of others, designed to reward consumers and participants who engage in responsible financial actions related to checking and savings accounts; credit card services, namely, credit card transaction processing services; providing consumer product recommendations in the fields of finance, loans and credit monitoring |
| Goods and Services | Monitoring consumers' credit reports for fraud detection and prevention |
| Goods and Services | Downloadable software for financial management, business management, financial records and transactions management, business process management, accounting, bookkeeping, tax preparation and filing, tax planning, tax calculation, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses and enterprise resource planning (ERP); downloadable software for customer relationship management (CRM), inventory management, business operations management, operations management, retail management, project cost management, and tax practice management; downloadable software and computer hardware for transaction processing, point of sale transactions, credit card payment processing, retail vending, retail checkout, online banking, credit and debit card management, business and financial transaction management, and downloadable e-commerce software for allowing users to perform electronic business transactions; downloadable software for use in connecting consumers with third-party financial services; downloadable computer software for use in providing automated personal financial management services; downloadable software for human resource management and administering and managing employee benefits and payroll, insurance plans, retirement plans, healthcare plans, and employee time tracking; downloadable software for marketing automation, email marketing, and marketing services in the nature of supporting and managing the creation, sending, optimizing, and targeting of bulk electronic mail, advertising, and promotional campaigns and surveys and for promotion of e-commerce web sites; downloadable software for use in banking for accessing and managing bank accounts, tracking personal finance transactions and managing financial investments and automated investment management; downloadable software for providing financial tools, namely, for managing and verifying financial transactions and automated financial advice; downloadable data analysis software for financial data analysis; downloadable software for processing tax refunds and tax payments; downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; downloadable software for pre-populating tax forms with tax data from online banking accounts; downloadable application software for accessing, viewing and managing checking accounts, credit card accounts and savings accounts, paying bills and transferring money; downloadable software for accessing savings account, checking account; magnetically encoded debit card; downloadable software for viewing credit score and reporting changes to credit score; downloadable software for monitoring consumers' credit scores, creating credit score reports, and providing online and email alerts concerning credit scores; downloadable software for use in marketing and providing advertisement and promotional offers to others based on credit reports; downloadable software for artificial intelligence processing and machine learning to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; downloadable software for knowledge engineering, namely, software for use in creating rules to apply to data to imitate the thought process of a human expert; downloadable software for generative artificial intelligence applications, namely, to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; downloadable software using artificial intelligence, including chatbot interfaces, for the production of speech, text, images, video, sound, haptics, and numerical calculations; downloadable software which takes automated actions on behalf of a user, a machine, an application, or operating system to allow users to optimize management of accounting, financial planning, marketing, business, and tax preparation; downloadable software for automated analysis of data and for producing automated insights and enabling decision-making; downloadable software tools for use in software development; downloadable software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 31, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 31, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 31, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 31, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 31, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 21, 2026 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Intuit Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mountain View, CA 94043 US |
| Event Date | Event Description |
| Friday, October 31, 2025 | NEW APPLICATION ENTERED |
| Friday, October 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 31, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, December 10, 2025 | ASSIGNED TO EXAMINER |
| Monday, December 15, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, December 15, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, December 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 16, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, March 16, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, May 21, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 21, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 21, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 22, 2026 | FINAL REFUSAL WRITTEN |
| Friday, May 22, 2026 | FINAL REFUSAL E-MAILED |
| Friday, May 22, 2026 | NOTIFICATION OF FINAL REFUSAL EMAILED |