APRIO IP HOLDINGS, LLC
34 Marks
LLC
First Filed:Sep 23, 2002Latest Filed:Feb 26, 2026Address:2002 Summit Blvd, Ste 120, Atlanta, GA 30319, US
Portfolio Overview
Registered
17(50%)Pending
6(18%)Dead
11(32%)Previous
1Top Classes
Class 42
Software, IT Services & Scientific ResearchClass 35
Advertising, Business Services & RetailClass 41
Education and EntertainmentTTAB Proceedings
Total Proceedings
3As Plaintiff
2(67%)As Defendant
1(33%)Top Firms
Sperry IP Law LLC dba Vivid ...(Nov 2025)
23
CHRISTOPHER J CHAN IP LAW(Apr 2021)
7
FRYER, SHUSTER, LESTER & POL...(Mar 2019)
1
Trademark Activity Timeline(2002 – 2026)
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Goods & Services
Class 041: Educational services, namely, providing continuing professional education courses in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Entertainment services, namely, providing podcasts in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Professional coaching services in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, conducting classes, seminars, and workshops in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Leadership development training in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Organizing events in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth for cultural or educational purposes; Class 042: Creating an on-line community for registered users for the purpose of building accounting firm continuity, innovation, and growth; Providing a website featuring on-line non-downloadable software that enables users to access the resources, guidance, and partnerships needed to build accounting firm continuity, innovation, and growth
Goods & Services
Class 041: Educational services, namely, providing continuing professional education courses in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Entertainment services, namely, providing podcasts in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Professional coaching services in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, conducting classes, seminars, and workshops in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Leadership development training in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Organizing events in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth for cultural or educational purposes; Class 042: Creating an on-line community for registered users for the purpose of building accounting firm continuity, innovation, and growth; Providing a website featuring on-line non-downloadable software that enables users to access the resources, guidance, and partnerships needed to build accounting firm continuity, innovation, and growth
Goods & Services
Class 045: Legal services
Goods & Services
Class 035: Accounting services; Forensic accounting services; Business information services and appraisals; Business consulting services in the field of information assurance; Business auditing; Preparation of business reports; Account auditing; Consultation in the field of procurement of goods and services; Procuring of contracts for the purchase and sale of goods; Business consulting services in the field of mergers and acquisitions; Tax and taxation planning, advice, information and consultancy services; Tax preparation services provided via the Internet and in-person; Payroll administration and management services; Business marketing consulting services; Business consulting services in the field of business management and business strategy; Business consulting services; Tracking and monitoring information technology, cyber-security, privacy, technology selection, technology purchasing, technology implementation, and payment systems for others for account auditing purposes; Providing business support staff services; Preparing financial reports for others; Providing business information in the field of business and accounting analytics, financial benchmarking, and financial metrics; Business management consulting services in the field of business management, business strategy, supply chain management, and procurement; Class 036: Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial services, namely, wealth management services; Financial management; Financial retirement plan consulting services; Financial advisory services; Insurance brokerage services; Financial administration of retirement plans; Broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds; Investment advice; Financial restructuring services; Financial consulting and advising in the field of mergers and acquisitions; Accounts payable debiting services; Bill payment services; Insurance consulting in the field of life and disability insurance; Financial advisory and consultancy services, namely, debt reorganization services; Real estate title insurance underwriting services; Class 041: Educational services, namely, providing classes, seminars, and workshops in the fields of accounting and business; Class 042: Testing, analysis and evaluation of the services of others to determine conformity with certification standards; Testing, analysis, and evaluation of the information security management systems of others to assure compliance with industry standards; Class 045: Litigation support in economics, accounting and finance; Regulatory compliance consulting in the field of retirement plan administration; Real estate settlement services
Goods & Services
Class 035: Accounting services; Forensic accounting services; Business information services and appraisals; Business consulting services in the field of information assurance; Business auditing; Preparation of business reports; Account auditing; Consultation in the field of procurement of goods and services; Procuring of contracts for the purchase and sale of goods; Business consulting services in the field of mergers and acquisitions; Tax and taxation planning, advice, information and consultancy services; Tax preparation services provided via the Internet and in-person; Payroll administration and management services; Business marketing consulting services; Business consulting services in the field of business management and business strategy; Business consulting services; Tracking and monitoring information technology, cyber-security, privacy, technology selection, technology purchasing, technology implementation, and payment systems for others for account auditing purposes; Providing business support staff services; Preparing financial reports for others; Providing business information in the field of business and accounting analytics, financial benchmarking, and financial metrics; Business management consulting services in the field of business management, business strategy, supply chain management, and procurement; Class 036: Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial services, namely, wealth management services; Financial management; Financial retirement plan consulting services; Financial advisory services; Insurance brokerage services; Financial administration of retirement plans; Broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds; Investment advice; Financial restructuring services; Financial consulting and advising in the field of mergers and acquisitions; Accounts payable debiting services; Bill payment services; Insurance consulting in the field of life and disability insurance; Financial advisory and consultancy services, namely, debt reorganization services; Real estate title insurance underwriting services; Class 041: Educational services, namely, providing classes, seminars, and workshops in the fields of accounting and business; Class 042: Testing, analysis and evaluation of the services of others to determine conformity with certification standards; Testing, analysis, and evaluation of the information security management systems of others to assure compliance with industry standards; Class 045: Litigation support in economics, accounting and finance; Regulatory compliance consulting in the field of retirement plan administration; Real estate settlement services
Owner:
Serial:99356134
Filed:Aug 25, 2025
Classes:35, 36, 41
Registration:8194368
Registered:Mar 31, 2026
Goods & Services
Class 035: Accounting services; Forensic accounting services; Business information services and appraisals; Professional business consulting; Business consulting services in the field of information assurance; Preparation of business reports; Business auditing; Account auditing; Business acquisition and merger consultation; Tax and taxation planning, advice, information and consultancy services; Tax preparation services provided via the Internet and in-person; Payroll administration and management services; Business marketing consulting services; Business management consulting services in the field of business management, business strategy, supply chain management, and procurement; Tracking and monitoring information technology, cyber-security, privacy, technology selection, technology purchasing, technology implementation, and payment systems for others for account auditing purposes; Providing business support staff services; Providing business information in the field of business analytics, financial benchmarking, and financial metrics; Procuring of contracts for the purchase and sale of goods; Class 036: Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial management; Financial services, namely, wealth management services; Financial retirement plan consulting services; Financial advisory services; Insurance brokerage services; Financial administration of retirement plans; Broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds; Financial planning and investment advisory services; Financial restructuring services; Financial advisory and consultancy services, namely, debt reorganization services; Financial consulting and advising in the field of mergers and acquisitions; Accounts payable debiting services; Bill payment services; Insurance consulting in the field of life and disability insurance; Class 041: Educational services, namely, providing classes, seminars, and workshops in the fields of accounting and business
Goods & Services
Educational services, namely, providing continuing professional education courses in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Entertainment services, namely, providing podcasts in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Professional coaching services in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, conducting classes, seminars, and workshops in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth and distribution of educational materials in connection therewith; Leadership development training in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Organizing events in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth for cultural or educational purposes; Educational services, namely, conducting classes, seminars, conferences, forums, and workshops in the field of business and accounting for minority business owners and executives and distribution of educational materials in connection therewith; Organizing events in the field of business and accounting for minority business owners and executives for cultural or educational purposes; Creating an on-line community for registered users for the purpose of building accounting firm continuity, innovation, and growth; Providing a website featuring on-line non-downloadable software that enables users to access the resources, guidance, and partnerships needed to build accounting firm continuity, innovation, and growth
Goods & Services
Educational services, namely, providing continuing professional education courses in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Entertainment services, namely, providing podcasts in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Professional coaching services in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, conducting classes, seminars, and workshops in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth and distribution of educational materials in connection therewith; Leadership development training in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Organizing events in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth for cultural or educational purposes; Educational services, namely, conducting classes, seminars, conferences, forums, and workshops in the field of business and accounting for minority business owners and executives and distribution of educational materials in connection therewith; Organizing events in the field of business and accounting for minority business owners and executives for cultural or educational purposes; Creating an on-line community for registered users for the purpose of building accounting firm continuity, innovation, and growth; Providing a website featuring on-line non-downloadable software that enables users to access the resources, guidance, and partnerships needed to build accounting firm continuity, innovation, and growth
Goods & Services
Educational services, namely, providing continuing professional education courses in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Entertainment services, namely, providing podcasts in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Professional coaching services in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, conducting classes, seminars, and workshops in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth and distribution of educational materials in connection therewith; Leadership development training in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Organizing events in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth for cultural or educational purposes; Creating an on-line community for registered users for the purpose of building accounting firm continuity, innovation, and growth; Providing a website featuring on-line non-downloadable software that enables users to access the resources, guidance, and partnerships needed to build accounting firm continuity, innovation, and growth
Goods & Services
Educational services, namely, providing continuing professional education courses in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Entertainment services, namely, providing podcasts in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Professional coaching services in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, conducting classes, seminars, and workshops in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth and distribution of educational materials in connection therewith; Leadership development training in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Organizing events in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth for cultural or educational purposes; Creating an on-line community for registered users for the purpose of building accounting firm continuity, innovation, and growth; Providing a website featuring on-line non-downloadable software that enables users to access the resources, guidance, and partnerships needed to build accounting firm continuity, innovation, and growth
Goods & Services
Educational services, namely, providing continuing professional education courses in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Entertainment services, namely, providing podcasts in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Professional coaching services in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Educational services, namely, conducting classes, seminars, and workshops in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth and distribution of educational materials in connection therewith; Leadership development training in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth; Organizing events in the field of professional advancement, talent management, profitability improvement, and accounting firm continuity, innovation, and growth for cultural or educational purposes; Creating an on-line community for registered users for the purpose of building accounting firm continuity, innovation, and growth; Providing a website featuring on-line non-downloadable software that enables users to access the resources, guidance, and partnerships needed to build accounting firm continuity, innovation, and growth
Goods & Services
Charitable fundraising services; Charitable services in the nature of providing grants for non-profit organizations; Charitable foundation services, namely, providing fundraising activities, funding, scholarships and/or financial assistance for non-profit organizations; Charitable fundraising services for promoting research, education and other activities relating to entrepreneurship, the environment, and supporting the economically disadvantaged; Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable services, namely, organizing and conducting volunteer programs and community service projects; Charitable services, namely, coordination of non-monetary contributions to charities and non-profits; Charitable services, namely, coordination of the procurement and distribution of in-kind donations of services; Charitable services, namely, coordination of the procurement and distribution of in-kind donations of goods
Goods & Services
Charitable fundraising services; Charitable services in the nature of providing grants for non-profit organizations; Charitable foundation services, namely, providing fundraising activities, funding, scholarships and/or financial assistance for non-profit organizations; Charitable fundraising services for promoting research, education and other activities relating to entrepreneurship, the environment, and supporting the economically disadvantaged; Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable services, namely, organizing and conducting volunteer programs and community service projects; Charitable services, namely, coordination of non-monetary contributions to charities and non-profits; Charitable services, namely, coordination of the procurement and distribution of in-kind donations of services; Charitable services, namely, coordination of the procurement and distribution of in-kind donations of goods
Goods & Services
Educational services, namely, providing classes, seminars and workshops in the fields of accounting and business; Financial administration of retirement plans; wealth management services; financial reporting advisory services; accounts payable debiting and bill payment services; business valuation services; financial management services; insurance services, namely, brokerage services for life insurance and disability insurance; registered investment advisor services; financial consulting and advising in the field of mergers and acquisition; broker-dealer services in the field of securities, stocks, bonds, and mutual funds; financial restructuring services; debt reorganization services; retirement financial planning service; supply chain management consulting services and procurement consulting services, namely, consulting in the field of procuring of contracts for others for the purchase of goods; auditing services, namely, account and business auditing; payroll management and payment services, namely, payroll administration; business appraisal services; providing business support staff services in the fields of payroll and accounting; business and accounting analytics services; business consulting and audit services, namely, account and business auditing for information technology, cyber-security, privacy, technology selection, technology purchasing, technology implementation, and payment systems; business consulting in the field of mergers and acquisitions; providing business analytics information, financial benchmarking information and financial metrics information in the fields of business and accounting; business consulting services in the field of business management and business strategy; forensic accounting services; tax preparation services; Accounting services; business assurance auditing services and preparation of business reports; tax planning, advice, information and consulting services; business marketing consulting services; Litigation support in economics, accounting, and finance; regulatory compliance consulting in the field of retirement plan administration; Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of real estate title insurance underwriting services and real estate settlement services; testing, analysis, and evaluation of the information security management systems of others to assure compliance with industry standards
Owner:
Serial:98794552
Filed:Oct 10, 2024
Classes:35, 36, 41, +2
Registration:7990253
Registered:Oct 21, 2025
Goods & Services
Educational services, namely, providing classes, seminars and workshops in the fields of accounting and business; Business valuation services; financial management services; wealth management services; retirement financial planning services; financial reporting advisory services; insurance services, namely, brokerage services for life insurance and disability insurance; financial administration of retirement plans; broker-dealer services in the field of securities, stocks, bonds, and mutual funds; registered investment advisor services; financial restructuring services; debt reorganization services; financial consulting and advising in the field of mergers and acquisition; accounts payable debiting and bill payment services; Accounting services; forensic accounting services; business appraisal services; business assurance auditing services and preparation of business reports; auditing services, namely, account and business auditing; supply chain management consulting services and procurement consulting services, namely, consulting in the field of procuring of contracts for others for the purchase of goods; business consulting in the field of mergers and acquisitions; tax planning, advice, information and consulting services; tax preparation services; payroll management and payment services, namely, payroll administration; business marketing consulting services; business consulting services in the field of business management and business strategy; business consulting and audit services, namely, account and business auditing for information technology, cyber-security, privacy, technology selection, technology purchasing, technology implementation, and payment systems; providing business support staff services in the fields of payroll and accounting; business and accounting analytics services; providing business analytics information, financial benchmarking information and financial metrics information in the fields of business and accounting; Litigation support in economics, accounting, and finance; regulatory compliance consulting in the field of retirement plan administration; Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of real estate title insurance underwriting services and real estate settlement services; testing, analysis, and evaluation of the information security management systems of others to assure compliance with industry standards

Owner:
Serial:98794539
Filed:Oct 10, 2024
Classes:35, 36, 41, +2
Registration:7856991
Registered:Jul 8, 2025
Goods & Services
Educational services, namely, providing classes, seminars and workshops in the fields of accounting and business; Business valuation services; financial management services; wealth management services; retirement financial planning services; financial reporting advisory services; insurance services, namely, brokerage services for life insurance and disability insurance; financial administration of retirement plans; broker-dealer services in the field of securities, stocks, bonds, and mutual funds; registered investment advisor services; financial restructuring services; debt reorganization services; financial consulting and advising in the field of mergers and acquisition; accounts payable debiting and bill payment services; Accounting services; forensic accounting services; business appraisal services; business assurance auditing services and preparation of business reports; auditing services, namely, account and business auditing; supply chain management consulting services and procurement consulting services, namely, consulting in the field of procuring of contracts for others for the purchase of goods; business consulting in the field of mergers and acquisitions; tax planning, advice, information and consulting services; tax preparation services; payroll management and payment services, namely, payroll administration; business marketing consulting services; business consulting services in the field of business management and business strategy; business consulting and audit services, namely, account and business auditing for information technology, cyber-security, privacy, technology selection, technology purchasing, technology implementation, and payment systems; providing business support staff services in the fields of payroll and accounting; business and accounting analytics services; providing business analytics information, financial benchmarking information and financial metrics information in the fields of business and accounting; Litigation support in economics, accounting, and finance; regulatory compliance consulting in the field of retirement plan administration; Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of real estate title insurance underwriting services and real estate settlement services; testing, analysis, and evaluation of the information security management systems of others to assure compliance with industry standards

Goods & Services
Providing temporary use of non-downloadable cloud-based software for automating tax preparation tasks in the tax preparation field; providing temporary use of non-downloadable cloud-based software for invoicing, accounting, tax compliance, payroll, workflow automation, and data visualization; software as a service (SAAS) services, namely, hosting cloud-based software for use by others for use in payroll administration and management, payroll tax calculation, tax regulation compliance, payroll preparation, electronic processing of human resource data, accounting data and payroll data, employee benefits administration, insurance administration, financial and human resource management, workforce management, employee information management, tax management, and for generating reports and document management regarding all of the foregoing; Platform as a service (PAAS) featuring computer software platforms for use in accounting, data collection, data analytics, operations management, financial insights and reporting, scheduling, payroll management, billing and claims management and administrative management; non-downloadable computer software for data mining, data collecting, data processing, data analysis, and generating insights from data; Platform as a service (PAAS) featuring computer software platforms for use in integrating vendor platforms with organization data management systems for the purpose of data and content exchange; SaaS services featuring software and web-based software applications for document generation and assembly, workflow management, business and financial records management, contract management and signature services, practice management and administration, electronic storage of business files and documents, and business and transaction data analytics for professionals working with corporate and commercial entities; providing online non-downloadable computer software for legal and tax document generation, practice management and administration; providing online non-downloadable application software for legal and tax document generation, practice management and administration; providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of accounting and financial transactions on a blockchain

Goods & Services
Providing temporary use of non-downloadable cloud-based software for automating tax preparation tasks in the tax preparation field; providing temporary use of non-downloadable cloud-based software for invoicing, accounting, tax compliance, payroll, workflow automation, and data visualization; software as a service (SAAS) services, namely, hosting cloud-based software for use by others for use in payroll administration and management, payroll tax calculation, tax regulation compliance, payroll preparation, electronic processing of human resource data, accounting data and payroll data, employee benefits administration, insurance administration, financial and human resource management, workforce management, employee information management, tax management, and for generating reports and document management regarding all of the foregoing; Platform as a service (PAAS) featuring computer software platforms for use in accounting, data collection, data analytics, operations management, financial insights and reporting, scheduling, payroll management, billing and claims management and administrative management; non-downloadable computer software for data mining, data collecting, data processing, data analysis, and generating insights from data; Platform as a service (PAAS) featuring computer software platforms for use in integrating vendor platforms with organization data management systems for the purpose of data and content exchange; SaaS services featuring software and web-based software applications for document generation and assembly, workflow management, business and financial records management, contract management and signature services, practice management and administration, electronic storage of business files and documents, and business and transaction data analytics for professionals working with corporate and commercial entities; providing online non-downloadable computer software for legal and tax document generation, practice management and administration; providing online non-downloadable application software for legal and tax document generation, practice management and administration; providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of accounting and financial transactions on a blockchain

Goods & Services
Providing temporary use of non-downloadable cloud-based software for automating tax preparation tasks in the tax preparation field; providing temporary use of non-downloadable cloudbased software for invoicing, accounting, tax compliance, payroll, workflow automation, and data visualization; software as a service (SAAS) services, namely, hosting cloud-based software for use by others for use in payroll administration and management, payroll tax calculation, tax regulation compliance, payroll preparation, electronic processing of human resource data, accounting data and payroll data, employee benefits administration, insurance administration, financial and human resource management, workforce management, employee information management, tax management, and for generating reports and document management regarding all of the foregoing; Platform as a service (PAAS) featuring computer software platforms for use in accounting, data collection, data analytics, operations management, financial insights and reporting, scheduling, payroll management, billing and claims management and administrative management; providing temporary use of non-downloadable computer software for data mining, data collecting, data processing, data analysis, and generating insights from data; Platform as a service (PAAS) featuring computer software platforms for use in integrating vendor platforms with organization data management systems for the purpose of data and content exchange; analysis and design of technical security and firewall systems for computer networks; SaaS services featuring software and web-based software applications for document generation and assembly, workflow management, business and financial records management, contract management and signature services, practice management and administration, electronic storage of business files and documents, and business and transaction data analytics for professionals working with corporate and commercial entities; providing temporary use of online non-downloadable computer software for legal and tax document generation, practice management and administration; providing temporary use of online non-downloadable application software for legal and tax document generation, practice management and administration; providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of accounting and financial transactions on a blockchain

Goods & Services
Providing temporary use of non-downloadable cloud-based software for automating tax preparation tasks in the tax preparation field; providing temporary use of non-downloadable cloudbased software for invoicing, accounting, tax compliance, payroll, workflow automation, and data visualization; software as a service (SAAS) services, namely, hosting cloud-based software for use by others for use in payroll administration and management, payroll tax calculation, tax regulation compliance, payroll preparation, electronic processing of human resource data, accounting data and payroll data, employee benefits administration, insurance administration, financial and human resource management, workforce management, employee information management, tax management, and for generating reports and document management regarding all of the foregoing; Platform as a service (PAAS) featuring computer software platforms for use in accounting, data collection, data analytics, operations management, financial insights and reporting, scheduling, payroll management, billing and claims management and administrative management; providing temporary use of non-downloadable computer software for data mining, data collecting, data processing, data analysis, and generating insights from data; Platform as a service (PAAS) featuring computer software platforms for use in integrating vendor platforms with organization data management systems for the purpose of data and content exchange; analysis and design of technical security and firewall systems for computer networks; SaaS services featuring software and web-based software applications for document generation and assembly, workflow management, business and financial records management, contract management and signature services, practice management and administration, electronic storage of business files and documents, and business and transaction data analytics for professionals working with corporate and commercial entities; providing temporary use of online non-downloadable computer software for legal and tax document generation, practice management and administration; providing temporary use of online non-downloadable application software for legal and tax document generation, practice management and administration; providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of accounting and financial transactions on a blockchain



Owner:
Serial:87686065
Filed:Nov 15, 2017
Classes:35, 36, 41, +2
Registration:5770581
Registered:Jun 4, 2019
Goods & Services
Educational services, namely, providing classes, seminars and workshops in the fields of accounting and business; Business valuation services; financial management services; wealth management services; retirement financial planning services; financial reporting advisory services; insurance services, namely, brokerage services for life insurance and disability insurance; financial administration of retirement plans; broker-dealer services in the field of securities, stocks, bonds, and mutual funds; registered investment advisor services; financial restructuring services; debt reorganization services; financial consulting and advising in the field of mergers and acquisition; accounts payable management and payment services; Accounting services; forensic accounting services; business appraisal services; business assurance auditing services and preparation of business reports; auditing services, namely, account and business auditing; supply chain management consulting services and procurement consulting services, namely, consulting in the field of procuring of contracts for others for the purchase of goods; business consulting in the field of mergers and acquisitions; tax planning, advice, information and consulting services; tax preparation services; payroll management and payment services, namely, payroll administration; business marketing consulting services; business consulting services in the field of business management and business strategy; business consulting and audit services, namely, account and business auditing for information technology, cyber-security, privacy, technology selection, technology purchasing, technology implementation, and payment systems; providing business support staff services in the fields of payroll and accounting; business and accounting analytics services; providing business analytics information, financial benchmarking information and financial metrics information in the fields of business and accounting; Litigation support in economics, accounting, and finance; regulatory compliance consulting in the field of retirement plan administration; Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of real estate title insurance underwriting services and real estate settlement services; testing, analysis, and evaluation of the information security management systems of others for purposes of certification and to assure compliance with industry standards

Goods & Services
Business services, namely, actuarial services, advertising services, application service provider services, architectural services, construction services, consulting services in the field of software development, software operation and management, and business process outsourcing, data center provider services, data service provider services, distribution services in the field of logistics and supply chain management, educational services in the field of traditional curriculum education, online and distance learning, engineering services in the field of infrastructure design and building services, information architecture and network services, franchise services, hospitality services in the field of vacation services and food services, hospitality management, construction and operation, hotel services, information service provider services, legal services, financial services in the field of banking, payment processing, credit card processing, financial technology, financial planning and insurance services, healthcare services, information technology services in the field of software, hosting and managed services and technology services providers, manufacturing of carpet, floor coverings, automotive components, computer and telecommunications equipment and medical devices, marketing services, non-profit and charitable services, payment services, professional services in the field of legal services, insurance services, business and technology consulting and actuarial services, public relations services, real estate construction, real estate services in the field of real estate escrow services, real estate closing services, real estate title services, retail services in the field of apparel, consumer products, consumer services, marketing services, promotional items, jewelry, cellular telecommunications and accessories, and software as a service, all in the field of computer system security and electronic information and data security; "ISO 27001" OR "CERTIFIED"

Owner:
Serial:87319386
Filed:Jan 31, 2017
Classes:16, 35, 36, +3
Registration:5388211
Registered:Jan 23, 2018
Goods & Services
Educational services, namely, providing classes, seminars and workshops in the fields of accounting and business; Printed materials, namely, educational materials, instructional materials, written articles, curricula, and manuals in the fields of accounting, business analytics, benchmarking, business management, cyber-security, finance, valuation, and tax; Business valuation services; financial management services; wealth management services; retirement financial planning services; financial reporting advisory services; insurance services, namely, brokerage services for life insurance and disability insurance; financial administration of retirement plans; broker-dealer services in the field of securities, stocks, bonds, and mutual funds; registered investment advisor services; financial restructuring services; debt reorganization services; financial consulting and advising in the field of mergers and acquisition; accounts payable management and payment services; Accounting services; forensic accounting services; business appraisal services; business assurance auditing services and preparation of business reports; auditing services, namely, account and business auditing; supply chain management consulting services and procurement consulting services, namely, consulting in the field of procuring of contracts for others for the purchase of goods; business consulting in the field of mergers and acquisitions; tax planning, advice, information and consulting services; tax preparation services; payroll management and payment services, namely, payroll administration; business marketing consulting services; business consulting services in the field of business management and business strategy; business consulting and audit services, namely, account and business auditing for information technology, cyber-security, privacy, technology selection, technology purchasing, technology implementation, and payment systems; providing business support staff services in the fields of payroll and accounting; business and accounting analytics services; providing business analytics information, financial benchmarking information and financial metrics information in the fields of business and accounting; Regulatory compliance consulting in the field of retirement plan administration; Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of real estate title insurance underwriting services and real estate settlement services; testing, analysis, and evaluation of the information security management systems of others for purposes of certification and to assure compliance with industry standards

Goods & Services
Accountancy services; Business marketing consulting services; Tax and taxation planning, advice, information and consultancy services

Goods & Services
"CLOUDSOURCED ACCOUNTING" AND "FINANCIAL"

Goods & Services
Regulatory compliance consultancy services in the field of property subject to escheat; "ESCHEAT MANAGEMENT"

Goods & Services
Computer software and applications for use in accounting practice management and human resources management; Publications, namely, electronic manuals in the fields of accounting practice management, tax advisory services, audit and assurance services, financial statistics and human resources management; Providing access to accounting practice management tools, accounting functional tools and human resources management tools via a website on a global computer network; providing access to computer software for use in accounting practice management, functional services and human resources management over a global computer network; Consulting services in the fields of accounting practice management and human resources management

Goods & Services
Business management consulting services in the field of behavioral Economics, Sales, and Marketing




