USPTO serial 86386329
DOXIM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 26, 2017
- Examiner
- KUNKLEMAN, SARAH E
- Law office
- TMEG LAW OFFICE 105
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
PORT COQUITLAM, CA
VANCOUVER, BC, CA
Markham, Ontario, CA
Markham, Ontario, CA
Markham, ON, CA
Markham, ON, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Y. Jae Kim
Y. Jae Kim Kim IP Law Group PLLC129 West Evesham RoadVoorhees, NJ 08043UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software and electronic, downloadable databases for document and content creation for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for electronic document, electronic report, electronic inserts and electronic newsletters creation for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for document management of business documents for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for electronic signatures, namely, the generation of electronic signatures and the application of electronic signatures to documents; Computer software and electronic, downloadable databases for customer statement processing job scheduling, tracking and reporting, namely, locally and remotely scheduling jobs, tracking the progression of job activities, and reporting the aforementioned; Computer software and electronic, downloadable databases for creation, management, confirmation and reporting of accounting, financial and business statements; Computer software and electronic, downloadable databases for creation, management, confirmation and reporting of enhanced, aesthetically pleasing, easy to read, and personalized accounting, financial and business statements; Computer software and electronic, downloadable databases for business process management for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for financial analysis and strategy consulting; Computer software and electronic, downloadable databases for project management for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for business process training for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for print output creation, routing and bundling for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for tax form processing, receipt of initial tax related files, preparing tax documents for mailing, and uploading tax documents to an online document repository; Computer software and electronic, downloadable databases for creation of integrated documents for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for automated account opening for client and member onboarding for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for use in integrating marketing of products and services into customer statements for financial service providers, accountants, wealth management advisors and brokerages; Computer software for cloud computing connection enabling end users to access online products and services hosted by financial service providers, accountants, wealth management advisors and brokerages, namely, electronic documents, electronic reports, electronic inserts, electronic newsletters, automated account openings, and customer statement processing; Computer software and electronic, downloadable databases for document imaging; Computer software for messaging; Computer software for customer lifecycle communications, namely, communications for account opening, asset transfer, needs assessment and data capture for financial service providers, accountants, wealth management advisors and brokerages; Computer software and electronic, downloadable databases for account transfers and account updates; Computer software and electronic, downloadable databases for cheque image capture and processing; Computer software and electronic, downloadable databases for a secure, web-based repository for uploading and sharing board documents, materials and correspondence with board members of an organization; Computer software and electronic, downloadable databases for project review, assessment, adjustment, enhancement to optimize business processes; Computer software and electronic, downloadable databases for customer relationship management, namely, for database management and information management for financial service providers, accountants, wealth management advisors, and brokerages; Computer software and electronic, downloadable databases for correspondence, namely, creation and printing of correspondence, and creation of electronic correspondence; Computer software and electronic, downloadable databases for notification, namely, demand notification to an end user of the event of exceeding a financial limit, namely, exceeding a margin for a margin account and exceeding a credit limit; Computer software and electronic, downloadable databases for notification, namely, loan origination; Computer software and electronic, downloadable databases for interactive communication, namely, interactive communication between the provider of the computer software and databases and financial service providers, accountants, wealth management advisors, brokerages and end users of the computer software and databases for customer relationship management | ACTIVE | — |
| 042 | Providing on-line non-downloadable computer software for document and content creation for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic document, electronic report, electronic inserts and electronic newsletters creation for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for document management of business documents for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic signatures, namely, the generation of electronic signatures and the application of electronic signatures to documents; Providing on-line non-downloadable computer software for customer statement processing job scheduling, tracking and reporting, namely, locally and remotely scheduling jobs, tracking the progression of job activities, and reporting the aforementioned; Providing on-line non-downloadable computer software for creation, management, confirmation and reporting of accounting, financial and business statements; Providing on-line non-downloadable computer software for creation, management, confirmation and reporting of enhanced, aesthetically pleasing, easy to read, and personalized accounting, financial and business statements; Providing on-line non-downloadable computer software for business process management for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for financial analysis and strategy consulting; Providing on-line non-downloadable computer software for project management for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for business process training for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for print output creation, routing and bundling for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non- downloadable computer software for tax form processing, receipt of initial tax related files, preparing tax documents for mailing, and uploading tax documents to an online document repository; Providing on-line non-downloadable computer software for creation of integrated documents for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for automated account opening for client and member onboarding for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for use in integrating marketing of products and services into customer statements for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for cloud computing connection enabling end users to access online products and services hosted by financial service providers, accountants, wealth management advisors and brokerages, namely, electronic documents, electronic reports, electronic inserts, electronic newsletters, automated account openings, and customer statement processing; Providing on-line non-downloadable computer software for document imaging; Providing on-line non-downloadable computer software for messaging; Providing on-line non-downloadable computer software for customer lifecycle communications, namely, communications for account opening, asset transfer, needs assessment and data capture for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for account transfers and account updates; Providing on-line non-downloadable computer software for cheque image capture and processing; Providing on-line non-downloadable computer software for a secure, web-based repository for uploading and sharing board documents, materials and correspondence with board members of an organization; Providing on-line non-downloadable computer software for project review, assessment, adjustment, enhancement to optimize business processes; Providing on-line non-downloadable computer software for accounting and wealth management analysis and strategy consulting; Providing on-line non-downloadable computer software for customer relationship management, namely, for database management and information management for financial service providers, accountants, wealth management advisors, and brokerages; Providing on-line non-downloadable computer software for correspondence, namely, creation and printing of correspondence, and creation of electronic correspondence; Providing on-line non-downloadable computer software for notification, namely, demand notification to an end user of the event of exceeding a financial limit, namely, exceeding a margin for a margin account and exceeding a credit limit; Providing on-line non-downloadable computer software for notification, namely, loan origination; Providing on-line non-downloadable computer software for interactive communication, namely, interactive communication between the provider of the computer software and databases and financial service providers, accountants, wealth management advisors, brokerages and end users of the computer software and databases for customer relationship management | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by DOXIM SOLUTIONS ULC
- Other trademarks owned by DOXIM SOLUTIONS ULC
- Other trademarks owned by DOXIM SOLUTIONS ULC
- Other trademarks owned by DOXIM SOLUTIONS ULC
- Other trademarks owned by DOXIM SOLUTIONS INC.
- Other trademarks owned by Doxim Inc.
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 26, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Oct 29, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 24, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 24, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 24, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 11, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Sep 26, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jan 6, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 6, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 7, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 8, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 7, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 26, 2017 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jul 11, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 11, 2017 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jun 21, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 8, 2017 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Jun 8, 2017 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Jun 7, 2017 | ADBS | 1(B) BASIS DELETED; NEW BASIS REQUESTED | — |
| Jun 7, 2017 | IUCN | NOTICE OF ALLOWANCE CANCELLED | — |
| May 31, 2017 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 31, 2017 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 31, 2017 | PCBG | PETITION TO DIRECTOR - CHANGE BASIS - GRANTED | — |
| May 31, 2017 | APET | ASSIGNED TO PETITION STAFF | — |
| May 31, 2017 | TPAD | TEAS PETITION TO AMEND BASIS RECEIVED | — |
| Mar 6, 2017 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 6, 2017 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 16, 2016 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 14, 2016 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 14, 2016 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 14, 2016 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jun 14, 2016 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Apr 19, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 19, 2016 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 30, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 15, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 4, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 1, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 1, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 1, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 1, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 1, 2016 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jul 30, 2015 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jul 30, 2015 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jul 30, 2015 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Jul 9, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 9, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 1, 2015 | ALIE | ASSIGNED TO LIE | — |
| Jun 19, 2015 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 15, 2015 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 15, 2015 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 22, 2014 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 19, 2014 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 17, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 23, 2014 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 15, 2014 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 16, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |