Data automation and collection service using proprietary software to evaluate, analyze and collect service data; Platform as a service (PAAS) featuring computer software platforms for use in financial data management, accounting, tax preparation, and generating financial reports; Providing a secured-access, members only website featuring technology that gives members the ability to manage financial portfolios and access personalized advisory services; Providing a website featuring on-line non-downloadable software that enables users to perform activities such as managing finances, preparing and filing tax forms, and generating reports; Providing an online non-downloadable Internet-based system application featuring technology enabling users to manage financial transactions, access account information, and generate financial reports; Providing online non-downloadable software for compiling and organizing business intelligence; Providing temporary use of on-line non-downloadable software and applications for accounting, tax preparation, and financial management; Providing temporary use of on-line non-downloadable software for financial data management and reporting, including budgeting, expense tracking, and tax preparation; Providing temporary use of online non-downloadable chatbot software for collecting user information, including name, phone number, email, and inquiries, to facilitate customer support and information retrieval; Providing user authentication services using biometric hardware and software technology for secure access to financial accounts and sensitive data; Providing user authentication services using single sign-on technology for secure transactions and access to financial applications for e-commerce transactions