No. The system prompt instructs the bot to describe what the substantial-presence test, closer-connection exception, and treaty tie-breaker rules are at a high level, but to defer specific residency determinations for a specific prospect to a credentialed CPA or EA. Residency is a facts-and-circumstances determination with significant downstream consequences, and the bot routes those questions to a partner with the conversation context attached.

Yes, at a process level. The bot can describe what PFIC reporting on Form 8621 covers, what GILTI inclusion looks like for US shareholders of CFCs, and what your firm typically charges for that work. It will not advise on whether a specific foreign mutual fund is a PFIC or whether a specific foreign company is a CFC for the prospect; those characterisation questions route to a credentialed CPA or EA.

Yes. Add fees as a page, custom post type, or ACF fields, and SleekAI reads them through your existing WordPress structure and passes them into the prompt as context. The bot quotes the same numbers your engagement letters do, every conversation. Update the page and the next conversation reflects it without any redeploy or retraining step on your end.

The bot describes what the streamlined foreign offshore procedure and streamlined domestic offshore procedure are at a process level and quotes the typical fee band, but it does not opine on whether a specific prospect qualifies. Eligibility hinges on the non-wilfulness certification, which is a facts-and-circumstances determination that has to come from a credentialed CPA or EA on a consultation call.

Bring your own key for OpenAI, Anthropic, Google Gemini, or OpenRouter, plus any OpenAI-compatible endpoint such as Azure or self-hosted models behind a compatible proxy. Most international tax firms run GPT-4o or Claude Sonnet because those models follow strict no-specific-advice system prompts more reliably than smaller models, which matters when a hallucinated residency answer is reputationally costly.

Yes. The bot can scope expat 1040 work for US citizens and green-card holders abroad, and inbound 1040-NR work for non-residents with US-source income. It asks the right qualifying questions for each track (residency dates and foreign accounts on the outbound side, US-source income types and treaty country on the inbound side) and routes the lead to the right specialist on your team.

Yes. SleekAI ships with 28+ display conditions so the firm can show the bot only on the international service pages, hide it on the team blog, or trigger different bots per service. A common setup runs an expat-focused bot on the expat page, a streamlined-procedure bot on the disclosure page, and a generalist bot on the homepage that triages to the right specialist after the first qualifying question.

Conversation logs live in your WordPress database, which means the firm controls retention, who can view them in admin, and whether transcripts get emailed to the CPA after each session. Most international tax firms purge logs monthly and forward summaries to their practice management tool via webhook so cross-border client files stay clean and compliance reviews are easy.