Company Analysis

H&R Block, Inc. (HRB)

NYSE: HRB · Services-Personal Services · Kansas City, MO · filing with the SEC since 1994
Grade6.6
◀ Past 6.9● Present 6.5▶ Future 6.4

Patents

US patents through Dec 31, 2025 · PatentsView, from the USPTO’s Open Data Portal · read Oct 27, 2026

86 patents granted to the 8 names below, as the owner printed on each patent when it was granted. A later sale, a lapse or an expiry is not read, so this is what was granted to H&R Block, Inc.’s names, not what it holds today.

Patents granted
86
85 utility, 1 design, 1976 to Dec 31, 2025
Granted in 2025
3
Against 3 in 2024 and 7 in 2023
Applications published
88
7 of them in 2025
Names they are printed under
8
a subsidiary
By yearGrantedApplications published
'11'12'13'14'15'16'17'18'19'20'21'22'23'24'25
Each pair is one calendar year. Applications are published about eighteen months after filing, so the newest years read low.
What they are aboutgrants since 2021
Computer technology11
IT methods for management11
Digital communication5
Audio-visual technology1
The main technology area of each patent, in the World Intellectual Property Organization’s 35 fields.
Under which name8 counted
HRB Innovations, Inc. a subsidiary
named as the applicant on its applications, in US
0 granted
68 published
HRB Innovations, Inc. a subsidiary
US, as the owner printed on each patent
56 granted
2 published
H&R Block Tax Services LLC a subsidiary
US, as the owner printed on each patent
12 granted
7 published
HRB Tax Group, Inc. a subsidiary
US, as the owner printed on each patent
7 granted
7 published
Block Financial LLC a subsidiary
US, as the owner printed on each patent
8 granted
2 published
Wave Financial Inc. a subsidiary
CA, as the owner printed on each patent
2 granted
1 published
HRB Digital LLC a subsidiary
US, as the owner printed on each patent
1 granted
0 published
HRB Tax Group, Inc. a subsidiary
named as the applicant on its applications, in US
0 granted
1 published
Names not counted (3)
Wave+ Inc.
Most of its patents print IL; this name counts in CA. 8 granted and 8 published under it are not counted.
Wave+ Inc.
Most of its patents print KR; this name counts in CA. 0 granted and 4 published under it are not counted.
Wave Financial Inc.
Most of its patents print CN; this name counts in CA. 0 granted and 1 published under it are not counted.
Newest grantseach row opens the USPTO’s own copy
GrantedPatentTitleFieldOwner as printed
Sep 30, 202512,430,879Electronic image comparison and materiality determinationComputer technologyHRB Innovations, Inc.
Mar 25, 202512,261,809Context-aware conversational assistantDigital communicationHRB Innovations, Inc.
Jan 7, 202512,190,220Self-learning form preparation engineComputer technologyHRB Innovations, Inc.
Oct 8, 202412,112,330Application server for automated data transfers and associated methodsDigital communicationWave Financial Inc.
Aug 13, 202412,061,868Automated calculation predictions with explanationsComputer technologyHRB Innovations, Inc.
Jan 23, 202411,880,746Interface for artificial intelligence trainingComputer technologyHRB Innovations, Inc.
Nov 28, 202311,830,081Automated return evaluation with anomoly detectionIT methods for managementHRB Innovations, Inc.
Nov 14, 2023D1,004,698Transaction card with truncated textHRB Innovations, Inc.
Nov 14, 202311,816,742Intelligent data gatheringIT methods for managementHRB Innovations, Inc.
Oct 31, 202311,803,861System and method for matching a customer and a customer service assistantDigital communicationHRB Innovations, Inc.
Newest applications publishedan application is a clue, never a plan
PublishedApplicationTitleFieldOwner as printed
Dec 18, 20252025/0384658ELECTRONIC IMAGE COMPARISON AND MATERIALITY DETERMINATIONComputer technologyHRB Innovations, Inc.
Jul 17, 20252025/0232384MAPPING TAX STRUCTURES VIA NATURAL LANGUAGE PROCESSING GENERATED DIRECTED ACYCLIC GRAPHSComputer technologyHRB Innovations, Inc.
Jun 19, 20252025/0202851CONTEXT-AWARE CONVERSATIONAL ASSISTANTDigital communicationHRB Innovations, Inc.
Mar 27, 20252025/0104151LAYERED PROCESSING FOR CONSTRAINED FUND OPTIMIZATIONIT methods for managementHRB Innovations, Inc.
Mar 20, 20252025/0094765SELF-LEARNING FORM PREPARATION ENGINEComputer technologyHRB Innovations, Inc.
Jan 16, 20252025/0021413API TRAFFIC MANAGEMENT AND VISUALIZATIONComputer technologyHRB Innovations, Inc.
Jan 2, 20252025/0005683INTELLIGENT VIRTUAL DIGITAL ASSISTANT FOR TAX FILINGComputer technologyHRB Innovations, Inc.
Nov 14, 20242024/0378381AUTOMATED CALCULATION PREDICTIONS WITH EXPLANATIONSComputer technologyHRB Innovations, Inc.
Mar 28, 20242024/0104892ELECTRONIC IMAGE COMPARISON AND MATERIALITY DETERMINATIONComputer technologyHRB Innovations, Inc. · patent 12,430,879 granted from it
Feb 8, 20242024/0046155INTERFACE FOR ARTIFICIAL INTELLIGENCE TRAININGComputer technologyHRB Innovations, Inc.
What it applied for, 2024 to 2025: Computer technology 8 · Digital communication 2 · IT methods for management 1.

A patent is counted where the owner printed on it when it was granted carries the company’s own name, a former name, the name of a subsidiary its annual report lists, or its own name with a patent-holding phrase (Technology Licensing, Intellectual Property and the like), once the legal form, case and punctuation are set aside, and prints a country that name counts in. PatentsView’s data are published under the Creative Commons Attribution 4.0 licence. Source: PatentsView's granted patents and pre-grant publications, disambiguated, from the USPTO's Open Data Portal, through Dec 31, 2025, read Oct 27, 2026.

SI Assistanton HRB · research, not advice