USPTO serial 50144715
Reviewed by CopyMark Law Group
Status 630 means your trademark application is in the USPTO queue and has not yet been assigned to an examining attorney. This is normal shortly after filing. Examination typically begins within three to four months, though timing varies. Wait for assignment and the first examiner action. Monitor TSDR monthly for status changes to 638 (assigned) or an office action.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Rancho Cucamonga, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Emily M Haas
Emily M Haas Michael Best & Friedrich4509 Creedmoor Road, Suite 5014509 Creedmoor RoadRaleigh, NC 27612| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for calculating estimated tax reserve and safe to spend budgetary figures in real time; Software as a service (SAAS) services featuring software for bookkeeping; Software as a service (SAAS) services featuring software for calculating federal, state, and local taxes; Software as a service (SAAS) services featuring software for accounting; Software as a service (SAAS) services featuring software for tax management; Software as a service (SAAS) services featuring software for automating bookkeeping and accounting; Software as a service (SAAS) services featuring software for electronically extracting information from documents; Software as a service (SAAS) services featuring software for electronic entry of tax data, namely, for extracting data from uploaded documents, and for classifying and reconciling the extracted data; Software as a service (SAAS) services featuring software for accessing, reading, importing, tracking, and analyzing financial account information; Software as a service (SAAS) services featuring software for automating data importation, namely, for automating importation of financial transaction data from financial accounts in real time; Software as a service (SAAS) services featuring software for reviewing, inspecting, and analyzing financial business information; Software as a service (SAAS) services featuring software for creating electronic financial reports; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial business information; Providing temporary use of online non-downloadable chatbot software for replying to questions related to tax deductions, tax estimates, and tax filing; Providing temporary use of online non-downloadable chatbot software for analyzing company financial information and providing company-tailored responses to tax questions | ACTIVE | Jan 20, 2026 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 5, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 5, 2026 | NWAP | NEW APPLICATION ENTERED | — |