Tax return preparation automatic document capture and parsing system
A document capture system may automatically capture documents and/or financial information for a user. The document capture system may capture and save documents a user views in a web browser. A user may visit various web sites to view financial data and a document capture plug-in module installed in the web browser may capture or save the viewed document. The document capture system may capture financial data while the user is visiting web sites normally—that is, not just when the user if visiting them particularly to collect financial data. The document capture system may be configured to automatically detect when the user views certain documents and may be configured to continually monitor the user's web activity in order to capture financial documents whenever the user visits certain sites. The document capture system may include a list of URLs representing web sites or documents that should be automatically captured.
1. A system, comprising:
a processor of a user computer; and
a memory coupled to the processor, wherein the memory comprises program instructions executable by the processor to:
automatically store a universal resource locator (URL) of a website previously visited by a user in response to a previous request from the user to save a first document of the website previously visited, wherein the first document is saved in a local captured document store on the user computer;
compare a URL of a website being logged into by the user to the URL of the website previously visited to generate a comparison;
detect the user revisiting the website previously visited based on the comparison;
responsive to detecting the user revisiting the website previously visited, automatically download a second document of the website previously visited, wherein the second document is downloaded in response to identifying a pre-determined keyword in the second document while the user is currently viewing the second document using a network browser, wherein the pre-determined keyword is determined prior to the user viewing the second document;
store the second document, after the second document is downloaded, in the local captured document store on the user computer;
parse the second document, after the second document is downloaded, to determine user financial data according to a pre-determined format associated with the URL; and
prepare a tax return for the user according to the user financial data.
2. The system of claim 1 , wherein the program instructions are further configured to implement a browser plug-in module, wherein the plug-in module is installed in the network browser; and wherein the plug-in module is configured to perform said download of the portion of the financial second document.
3. The system of claim 1 , further comprising a plurality of document templates indexed by a plurality of pre-determined URLs, wherein the plurality of pre-determined URLs comprises the URL, and wherein at least one document template of the plurality of document templates corresponds to the URL and comprises a document format description describing the pre-determined format associated with the URL.
4. The system of claim 3 , wherein to parse the second document the program instructions are configured to:
analyze the second document to identify the at least one document template from the plurality of document templates; and
determine the user financial data according to the document format description of the at least one document template.
5. The system of claim 3 , wherein the program instructions are further configured to download the plurality of document templates from a document template server.
6. The system of claim 1 , wherein to parse the second document the program instructions are further configured to determine the user financial data according to user input regarding the second document.
7. The system of claim 6 , wherein the user input comprises input indicating one or more portions of the second document comprising the user financial data.
8. A method, comprising:
automatically storing a universal resource locator (URL) of a website previously visited by a user in response to a previous request from the user to save a first document of the website previously visited, wherein the first document is saved in a local captured document store on a user computer;
comparing, by a processor of the user computer, a URL of a website being logged into by the user to the URL of the website previously visited to generate a comparison;
detecting, by the processor of the user computer, the user revisiting the website previously visited based on the comparison;
responsive to detecting the user revisiting the website previously visited, automatically downloading, by the processor of the user computer, a second document of the website previously visited, wherein the second document is downloaded in response to identifying a pre-determined keyword in the second document while the user is currently viewing the second document using a network browser, wherein the pre-determined keyword is determined prior to the user viewing the second document;
storing the second document, after the second document is downloaded, in the local captured document store on the user computer;
parsing, by the processor of the user computer, the second document to determine user financial data according to a pre-determined format associated with the URL; and
preparing a tax return for the user according to the user financial data.
9. The method of claim 8 , further comprising installing a web browser plug-in module in the network browser, wherein the plug-in module performs said downloading.
10. The method of claim 8 , further comprising:
obtaining at least one document template based on the URL from a plurality of document templates indexed by a plurality of pre-determined URLs comprising the URL, wherein the at least one document template comprises a document format description describing the pre-determined format associated with the URL,
wherein said parsing comprises:
analyzing the second document to identify the at least one document template from the plurality of document templates; and
determining the user financial data according to the document format description of the at least one document template.
11. The method of claim 10 , further comprising downloading the plurality of document templates from a document template server.
12. The method of claim 8 , wherein said parsing comprises determining the user financial data according to user input regarding the second document.
13. The method of claim 12 , wherein said user input comprises input indicating one or more portions of the second document comprising the user financial data.
14. A non-transitory computer-readable storage medium, comprising program instructions that, when executed by a processor of a user computer, comprise functionalities for:
automatically storing a universal resource locator (URL), of a website previously visited by a user in response to a previous request from the user to save a first document of the website previously visited, wherein the first document is saved in a local captured document store on the user computer;
comparing a URL of a website being logged into by the user to the URL of the website previously visited to generate a comparison;
detecting the user revisiting the website previously visited based on the comparison;
responsive to detecting the user revisiting the website previously visited, automatically downloading a second document of the website previously visited, wherein the second document is downloaded in response to identifying a pre-determined keyword in the second document while the user is currently viewing the second document using a network browser, wherein the pre-determined keyword is determined prior to the user viewing the second document;
storing the second document, after the second document is downloaded, in the local captured document store on the user computer;
parsing the second document to determine user financial data according to a pre-determined format associated with the URL; and
preparing a tax return for the user according to the user financial data.
15. The non-transitory computer-readable storage medium of claim 14 , wherein the program instructions are further executable to implement installing a web browser plug-in module in the network browser, wherein the plug-in module performs said downloading.
16. The non-transitory computer-readable storage medium of claim 14 , further comprising program instructions executable to implement:
obtaining at least one document template based on the URL from a plurality of document templates indexed by a plurality of pre-determined URLs comprising the URL, wherein the at least one document template comprises a document format description describing the pre-determined format associated with the URL,
wherein said parsing comprises:
analyzing the second document to identify the at least one document template from the plurality of document templates; and
determining the user financial data according to the document format description of the at least one document template.
17. The non-transitory computer-readable storage medium of claim 16 , wherein the program instructions are further executable to implement downloading the plurality of document templates from a document template server.
18. The non-transitory computer-readable storage medium of claim 14 , wherein said parsing comprises determining the user financial data according to user input regarding the second document.
19. The non-transitory computer-readable storage medium of claim 18 , wherein said user input comprises input indicating one or more portions of the second document comprising the user financial data.