How FileAbroad Works
A defined process for supported agent work.
FileAbroad AI agents verify supported work without human review. You confirm the facts and accept the scope.
Each live workflow defines its accepted records, deliverable and limitations. Preparation and filing require their own supported workflow, separate scope and your authorization.
- 01
Brief intake
Share where you live, which years need attention, how you earn income, and what you're concerned about.
Start with broad facts. A supported FileAbroad AI workflow checks scope and evidence without human review.
Do not send sensitive tax documents through the public intake form.
- 02
Supported workflow, then scope
The requested work must fit a connected, supported workflow before it can be accepted. Any paid assessment has a defined deliverable and fee before you decide.
You accept the forms, years, records, scope, price and terms before paid work begins. Preparation and filing require separate supported scope.
Personalized tax analysis and document review are scoped separately.
- 03
Secure document collection
Use only the secure document instructions for the accepted workflow and its agreed records checklist.
AI agents identify missing or conflicting evidence. Unresolved facts remain unknown until you provide and confirm the necessary information.
Sensitive tax documents should not be sent through the public intake form, WhatsApp, or ordinary email.
- 04
Agent verification
FileAbroad AI agents reconcile evidence and prepare the deliverable supported by the accepted workflow. No human reviewer approves the work.
Changed facts or unsupported work require clarification or a new scope. A plan or evidence tool does not itself prepare or submit a return.
- 05
You confirm the facts
Check the delivered facts and identify corrections through the accepted workflow. Missing or disputed information is not presented as verified.
Any supported filing requires your explicit authorization and a separate accepted filing scope.
- 06
Delivery and any separate filing
Keep the delivered work, evidence references and stated limitations for your records.
Return preparation, federal submission and any separate FinCEN filing are available only through a connected workflow that supports the accepted forms and scope.
An informational plan or local tool does not establish that a filing has occurred. Submission requires your authorization and a filing confirmation.
Communication
Keep the case in one place.
Use the case portal or written channel specified by the accepted workflow so the questions, answers and decisions remain attached to the case record.
Send sensitive tax documents only through the secure upload instructions for that workflow.
General contact channels do not replace case evidence, customer confirmation or the workflow’s required consent.
Timing
Timing depends on the accepted work.
Delivery timing depends on the accepted workflow and scope, complete evidence and any necessary clarification.
Include any known filing deadline or time-sensitive issue in the broad facts before a scope is accepted.
No turnaround time is guaranteed unless it is specifically included in the written engagement terms.
Common questions
Questions about the process
Is a paid assessment required before preparation?
Start with broad facts or the fit check for the relevant live product. A supported workflow must confirm scope and fees before paid work is accepted. Any assessment and subsequent preparation are separately defined.
How do we communicate after the engagement begins?
Use the case portal or written channel specified by the accepted workflow so facts, questions and corrections remain together. Sensitive tax documents belong only in that workflow’s secure upload process.
How do I send tax documents?
Follow the secure upload instructions and checklist for the accepted workflow. Do not send Social Security numbers, tax returns, bank statements, passports, or other sensitive tax documents through the public intake form, WhatsApp, or ordinary email.
What if I'm missing a document?
Mark it as missing and provide the requested evidence through the accepted workflow. Agents keep unknowns and conflicts unresolved; do not guess or create substitute information.
What if the work turns out to be more complicated than expected?
The agent workflow requests clarification or returns an unsupported result. Work outside the accepted scope needs a new supported scope and your acceptance before additional paid work begins.
What if I remember something after the return has been filed?
Provide the corrected facts through the accepted workflow or contact FileAbroad. A correction to a plan does not amend a filed return. Any amendment requires its own supported workflow and accepted scope.
Start here
Start with the facts you know.
Share the broad facts or use the relevant product’s fit check. Supported agent workflows identify missing evidence and scope limits before paid work is accepted.
Contact FileAbroadReady to begin? Start intake
Do not send sensitive tax documents through the public intake form or ordinary email.