Aprio, LLP v. Alvaria, Inc., gandc:1:2022cv03577

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;

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;

Educational services, namely, providing classes, seminars and workshops in the fields of accounting and business;

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;

Litigation support in economics, accounting, and finance; regulatory compliance consulting in the field of retirement plan administration;

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;

Consulting services in the fields of accounting practice management 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;

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;

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;

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;