USPTO serial 90469289
DOXIM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 29, 2022
- Examiner
- SHOOR, AMIT KUMAR
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Markham, Ontario, CA
Markham, Ontario, CA
Markham, Ontario, CA
PORT COQUITLAM, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Otto O. Lee
Otto O. Lee INTELLECTUAL PROPERTY LAW GROUP LLP1871 THE ALAMEDA, SUITE 250SAN JOSE, CA 95126UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Electronic, downloadable databases for document and content creation for financial service providers, accountants, wealth management advisors and brokerages, for use with computer software; Downloadable computer software for document and content creation for financial service providers, accountants, wealth management advisors and brokerages; Electronic, downloadable databases for electronic document, electronic report, electronic inserts and electronic newsletters creation for financial service providers, accountants, wealth management advisors and brokerages for use with computer software; Downloadable computer software for electronic document, electronic report, electronic inserts and electronic newsletters creation for financial service providers, accountants, wealth management advisors and brokerages; Electronic, downloadable databases for document management of business documents for financial service providers, accountants, wealth management advisors and brokerages for use with computer software; Downloadable computer software for document management of business documents for financial service providers, accountants, wealth management advisors and brokerages; Electronic, downloadable databases for electronic signatures, namely, the generation of electronic signatures and the application of electronic signatures to documents for use with computer software; Downloadable computer software for electronic signatures, namely, the generation of electronic signatures and the application of electronic signatures to documents; 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, for use with computer software; 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; Electronic, downloadable databases for creation, management, confirmation and reporting of accounting, financial and business statements for use with computer software; Downloadable computer software for creation, management, confirmation and reporting of accounting, financial and business statements; Electronic, downloadable databases for creation, management, confirmation and reporting of enhanced, aesthetically pleasing, easy to read, and personalized accounting, financial and business statements for use with computer software; Downloadable computer software for creation, management, confirmation and reporting of enhanced, aesthetically pleasing, easy to read, and personalized accounting, financial and business statements; Electronic, downloadable databases for business process management for financial service providers, accountants, wealth management advisors and brokerages for use with computer software; Downloadable computer software for business process management for financial service providers, accountants, wealth management advisors and brokerages; Electronic, downloadable databases for financial analysis and strategy consulting for use with computer software; Downloadable computer software for financial analysis and strategy consulting; Electronic, downloadable databases for project management for financial service providers, accountants, wealth management advisors and brokerages for use with computer software; Downloadable computer software for project management for financial service providers, accountants, wealth management advisors and brokerages; Electronic, downloadable databases for business process training for financial service providers, accountants, wealth management advisors and brokerages for use with computer software; Downloadable computer software for business process training for financial service providers, accountants, wealth management advisors and brokerages; Electronic, downloadable databases for print output creation, routing and bundling for financial service providers, accountants, wealth management advisors and brokerages for use with computer software; Downloadable computer software for print output creation, routing and bundling for financial service providers, accountants, wealth management advisors and brokerages; 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 for use with computer software; 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; Electronic, downloadable databases for creation of integrated documents for financial service providers, accountants, wealth management advisors and brokerages for use with computer software; Downloadable computer software for creation of integrated documents for financial service providers, accountants, wealth management advisors and brokerages; Electronic, downloadable databases for automated account opening for client and member onboarding for financial service providers, accountants, wealth management advisors and brokerages for use with computer software; Downloadable computer software for automated account opening for client and member onboarding for financial service providers, accountants, wealth management advisors and brokerages; 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 for use with computer software; 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; 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; Electronic, downloadable databases for document imaging for use with computer software; Downloadable computer software for document imaging; Downloadable computer software for the redirection of electronic messages to alternate addresses; 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; Electronic, downloadable databases for account transfers and account updates for use with computer software; Downloadable computer software for account transfers and account updates; Electronic, downloadable databases for cheque image capture and processing for use with computer software; Downloadable computer software for cheque image capture and processing; Electronic, downloadable databases for a secure, web-based repository for uploading and sharing board documents, materials and correspondence with board members of an organization for use with computer software; Downloadable computer software for uploading and sharing board documents, materials and correspondence with board members of an organization; Electronic, downloadable databases for project review, assessment, adjustment, enhancement to optimize business processes for use with computer software; Downloadable computer software for project review, assessment, adjustment, enhancement to optimize business processes; Electronic, downloadable databases for customer relationship management, namely, for database management and information management for financial service providers, accountants, wealth management advisors, and brokerages for use with computer software; Downloadable computer software for customer relationship management, namely, for database management and information management for financial service providers, accountants, wealth management advisors, and brokerages; Electronic, downloadable databases for correspondence, namely, creation and printing of correspondence, and creation of electronic correspondence for use with computer software; Downloadable computer software for correspondence, namely, creation and printing of correspondence, and creation of electronic correspondence; 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 for use with computer software; 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; Electronic, downloadable databases for notification, namely, loan origination for use with computer software; Downloadable computer software for notification, namely, loan origination; 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 for use with computer software; 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 | — |
| 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 the redirection of electronic messages to alternate addresses; 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 Inc.
- Other trademarks owned by Doxim Solutions Inc.
- Other trademarks owned by Doxim Solutions Inc.
- Other trademarks owned by DOXIM SOLUTIONS ULC
- Other trademarks in Class 009
- Other trademarks in Class 042
- Similar marks named DOXIM
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 29, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 29, 2022 | 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. |
| Jan 11, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 11, 2022 | 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. |
| Dec 22, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 7, 2021 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Dec 6, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 6, 2021 | IUAA | USE AMENDMENT ACCEPTED | — |
| Dec 6, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 6, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 3, 2021 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Dec 3, 2021 | IUAF | USE AMENDMENT FILED | — |
| Dec 2, 2021 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Dec 2, 2021 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Sep 10, 2021 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Sep 10, 2021 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Sep 10, 2021 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Aug 24, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 24, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 23, 2021 | ALIE | ASSIGNED TO LIE | — |
| Aug 19, 2021 | 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. |
| Aug 4, 2021 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Aug 4, 2021 | GNRT | NON-FINAL ACTION E-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. |
| Aug 4, 2021 | 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. |
| Jul 27, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 16, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 19, 2021 | NWAP | NEW APPLICATION ENTERED | — |