| Serial Number | 99693493 |
| Word Mark | TAXCLEVER |
| Filing Date | Tuesday, March 10, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, March 10, 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 | Webinars in the field of tax seminars; Providing information about tax, financial management, wealth management, accounting, and the law via a website; arranging and conducting educational courses in the field of tax, financial management and budgets; arranging and conducting educational courses for youth, adults, and the general public in the field of tax; arranging and conducting educational courses for tax, legal, and financial professionals in the field of tax; arranging and conducting workshops, seminars, educational courses, and experiential learning opportunities in the field of tax; educational services and the distribution of content and materials therewith; providing digital teaching and learning materials; providing educational information and materials in the field of tax; conducting training programs for tax, legal, and financial professionals; providing in-person and online training and seminars in the field of tax; providing online and in-person interactive learning opportunities in the field of tax; providing interactive simulations and case-based scenarios for learning in the field of tax |
| Goods and Services | (Based on 44(e))(Based on Intent to Use) PaaS software provider in the fields of accounting and taxation; PaaS software provider enabling users to communicate with professionals in the fields of accounting and taxation; providing temporary use of online non-downloadable software for use in the field of tax management; provider of PaaS software enabling users to communicate with professionals in the field of trade finance (Based on Intent to Use) Design, development and maintenance of cloud based, non downloadable computer AI software; providing non-downloadable software and web-based applications that apply artificial intelligence programming for use in the fields of tax, wealth management, financial management, accounting, and legal services; providing non-downloadable artificial intelligence software for tax, financial management, accounting, and legal service providers; providing non-downloadable software and web applications for tax planning and management purposes; SaaS services offering software utilizing artificial intelligence to assist in tax planning, financial management, and legal services; providing non-downloadable software and web applications for providing information on tax, wealth management, financial management, budgeting, accounting, and legal services; providing information in the field of tax via an interactive website; providing temporary use of non-downloadable software featuring interactive personalized tutorials in the field of tax via a website; SAAS namely search engine software; providing temporary use of non-downloadable computer software for tax calculation; providing online non-downloadable software to review, analyze, track, report on compliance with tax requirements, regulations, and laws; providing online non-downloadable software for automating tax planning and financial management services, develop optimized strategies, provide reporting and analytics, and services to ensure compliance with applicable laws |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| Goods and Services | Advisory services relating to tax planning; financial advice relating to tax planning |
| Goods and Services | (Based on 44(e))(Based on Intent to Use) Computer software for tax planning, tax calculation, tax return preparation and tax return filing; downloadable electronic data files and databases, namely, business and tax forms, for use with computer software; tax management software; tax preparation software (Based on Intent to Use) Downloadable artificial intelligence software for tax, financial management, and accounting; downloadable artificial intelligence software for legal information; downloadable software and mobile applications that apply artificial intelligence programming for use in the fields of tax, financial management, accounting, and legal services; downloadable software and mobile applications for providing information on tax, financial management, budgeting, accounting, and legal services; downloadable computer application software embedded with generative artificial intelligence (AI) and machine learning algorithms for mobile devices, mobile phones, smartphones, handheld electronic devices, tablet computers, and computers, and portable media devices; Downloadable computer application software using generative artificial intelligence (AI) and machine learning algorithms for managing documents and information related to legal cases, managing documents and information relating to accounting, tax, and financial management matters; downloadable cloud-based search engine software specifically for use in the field of tax, financial management, and accounting; downloadable cloud-based search engine software for use in the field of tax law; downloadable cloud-based software for database management in the field of tax, financial management, and law |
| Goods and Services | Reviewing standards and practices to assure compliance with financial laws and regulations; Reviewing standards and practices to assure compliance with tax law and tax requirements; compliance consulting services concerning tax-related laws for tax professionals, financial professionals, legal professionals, brokers, businesses, and individuals |
| 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 | Tuesday, March 10, 2026 |
| 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 | Tuesday, March 10, 2026 |
| 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 | Tuesday, March 10, 2026 |
| 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 | Tuesday, March 10, 2026 |
| 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 | Tuesday, March 10, 2026 |
| 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 | Tuesday, March 10, 2026 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | A&M Bookkeeping and Tax Solutions Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mississauga, ON L5M7A1 CA |
| Event Date | Event Description |
| Tuesday, March 10, 2026 | NEW APPLICATION ENTERED |
| Tuesday, March 10, 2026 | APPLICATION FILING RECEIPT MAILED |