Who we are

FileAbroad is a service of Iterative Systems LLC. This policy applies to fileabroad.com, preliminary intake requests, payment communications, and FileAbroad tax-preparation engagements.

Information we collect

Contact details and preliminary filing facts from intake forms. Written-service requests also include your selected service, screening answers, and notes; private delivery records retain the inquiry email for reliable retries.
Message Chip forms collect your message and one chosen reply address: email or WhatsApp. Web3Forms delivers these inquiries to FileAbroad, including the originating public page, form placement, language, and referral or campaign context. Drafts stay in browser memory; these forms do not create an account or subscribe you to marketing.
Email addresses, requested resources, newsletter and follow-up choices, consent and confirmation dates, unsubscribe records, and email delivery records.
Invoice, checkout, payment-status, service, and tax-year records handled through Mercury or Stripe, as applicable.
Tax documents and sensitive personal information uploaded through the secure Encyro portal after an engagement is accepted.
Messages you choose to send through email or WhatsApp.
Consent-based website events such as page paths, intake starts, WhatsApp clicks, invoice creation, and completed purchases. Tax answers, intake text, message content, names, emails, phone numbers, and document contents are not sent to GA4.

Where documents belong

Do not put Social Security numbers, passport numbers, account numbers, tax returns, or financial statements in website chat, public intake or service-request forms, ordinary email, or WhatsApp. FileAbroad uses Encyro for sensitive tax-document exchange.

How we use information

Review a request, recommend scope, prepare accepted filings, and communicate.
Create and reconcile invoices and checkout payments, send payment confirmations, and deliver purchased digital products.
Protect the service, prevent abuse, maintain records, and meet legal duties.
Measure aggregate website and funnel performance after analytics consent.
Deliver requested resources and service acknowledgments. Send optional newsletters and automated service follow-ups only after separate opt-in and email confirmation. You can unsubscribe from optional emails at any time.

Service providers

FileAbroad does not sell personal information. It discloses information to service providers only as needed for the stated business purpose, subject to their terms and privacy practices. Current providers include:

Vercel — website hosting, private storage of service inquiries, email delivery and consent records, and privacy-oriented site analytics.
Google Analytics — consent-based website measurement and conversion events.
Resend — delivery of written-service inquiries to FileAbroad, customer acknowledgments, transactional and resource emails, plus optional newsletters and follow-ups after confirmed opt-in.
Mercury — hosted ACH invoices and payment records.
Encyro — secure tax-document collection and exchange.
WhatsApp / Meta — optional messaging when you choose to contact FileAbroad there.
Web3Forms — delivery of ordinary intake forms and Message Chip inquiries to FileAbroad.
Stripe — hosted checkout, payment processing, and purchase records.
OpenAI — processing requests to the legacy AI assistant endpoint, if it is enabled and separately accessed; Message Chip forms do not use this endpoint.

Tax filings may also require disclosure to the IRS, FinCEN, state tax agencies, or another authority that the client authorizes or the law requires.

Website assistant and AI-assisted workflows

The current Message Chip launcher and contact forms send inquiries to FileAbroad through Web3Forms for a personal reply. They do not start an AI conversation or send form messages to OpenAI. Legacy assistant code and an AI endpoint are retained separately. If that endpoint is enabled and accessed, the conversation text needed to answer is sent to OpenAI; requests ask OpenAI not to store response objects and disable agent tracing, although provider retention policies still apply. AI output does not set a custom quote, determine a tax position, or accept an engagement. Share only broad needs in public forms; sensitive documents belong in the secure Encyro portal.

Analytics and cookies

Google Analytics storage is denied by default and enabled only after the visitor accepts analytics. The preference is stored in the browser. Vercel Analytics may collect privacy-oriented aggregate usage information. Affiliate and newsletter preference cookies may also be used for functional attribution and display choices.

Retention and security

FileAbroad retains records for the engagement, operational, tax-preparer, security, and legal periods that apply to the record. No transmission or storage system can be guaranteed perfectly secure. FileAbroad limits document collection to the secure portal and uses access controls appropriate to the service.

Choices and contact

You may decline analytics, unsubscribe from newsletters, decline call recording or AI transcription, or ask about access, correction, or deletion where applicable. Contact info@fileabroad.com. Some tax, payment, security, and legal records cannot be deleted immediately.

Privacy Policy