USPTO serial 97898662
Reviewed by CopyMark Law Group
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.
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.
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Pre-Recorded digital media devices, namely, CDs and DVDs in the fields of accounting and finance; downloadable financial media, namely, CDs and DVDs in the fields of accounting and finance; Downloadable software for tracking and managing investments, for calculating taxes, generating tax reports and preparing tax return forms, and for ensuring compliance with tax regulations; Downloadable mobile applications and computer programs for managing and verifying financial transactions and tax consequences of financial transactions; Downloadable electronic publications in the nature of manuals, magazines, books in the field of financial transactions, namely, cryptocurrency transactions and tax consequences of financial transactions | ACTIVE | Jul 11, 2015 |
| 035 | Advertising, marketing and promotional services in connection with managing financial transactions; Business assistance, management and administrative services in connection with managing and monitoring financial transactions; Business administration services; Data processing services; Clerical services; Accounting, computerized accounting, bookkeeping and business auditing services; Audit support services, namely, preparation of documents and data relating to taxation; business data analysis, research and information services relating to financial transactions; Maintenance of data and information in computer databases; Analyzing and compiling business data in computer databases; Systemization of information into computer databases; Consultancy and information services in relation to business, finance, tax, and accounting | ACTIVE | Jul 11, 2015 |
| 042 | IT services, namely, computer software design, computer software development, installation of computer software, software implementation; updating and maintenance of computer software; Computer services, namely, cloud hosting provider services; software as a service (SAAS) services featuring software for tracking and managing investments, for calculating taxes, generating tax reports and preparing tax return forms, and for ensuring compliance with tax regulations ; Rental of software for Internet access; workplace as a service (WPAAS) services, featuring software for use in the field of workplace communications, namely, to track and manage investments, calculate taxes, generate tax reports and prepare tax return forms, and to ensure compliance with tax regulations; infrastructure as a service (IAAS) services, namely, hosting servers for use by others; data mining; data migration services; providing temporary use of online non-downloadable software for transmission, receipt, visualization, filing, organization and/or sharing of electronically archived documents with other users; providing online non-downloadable software on a global computer network for tracking and managing investments, for calculating taxes, generating tax reports and preparing tax return forms, and for ensuring compliance with tax regulations; Electronic storage of files and documents for third parties; Consultancy and information services relating to information technology | ACTIVE | Jul 11, 2015 |
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 |
|---|---|---|---|
| Mar 3, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 3, 2026 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Feb 8, 2026 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Feb 8, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 8, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 8, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 8, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 21, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 21, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 21, 2026 | ALIE | ASSIGNED TO LIE | — |
| Jan 16, 2026 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Oct 11, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 10, 2025 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Apr 9, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 9, 2024 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Oct 9, 2024 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Oct 9, 2024 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Oct 8, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 8, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 8, 2024 | 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. |
| Jul 11, 2024 | 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. |
| Jul 11, 2024 | 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. |
| Jul 11, 2024 | 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. |
| May 24, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 24, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 24, 2024 | 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. |
| Feb 27, 2024 | 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. |
| Feb 27, 2024 | 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. |
| Feb 27, 2024 | 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. |
| Jan 24, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 24, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 24, 2024 | 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. |
| Dec 18, 2023 | 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. |
| Dec 18, 2023 | 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. |
| Dec 18, 2023 | 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 14, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| May 16, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 24, 2023 | NWAP | NEW APPLICATION ENTERED | — |