Partner terms

Each tier's requirements are set in the agreement we sign with you.

• Brokers: license, permit and a named licensed reviewer.
• CPA firms: licensing states and attest status.
• Refund firms: licensing status and any funding or claim-purchase products.

1. The power of attorney runs directly between the client and its broker. The platform never intermediates.
2. A licensed broker approves and logs every line.
3. Unlicensed partners never prepare, match or compute claim data.
4. No customs-fee share, referral fee or commission to unlicensed partners (19 CFR 111.36(b)).^⁠[1]
5. Broker platform fees are not tied to entries.
6. CPA firms confirm attest status client by client and disclose the relationship with the state's template. They receive no referral fee or commission from us.
7. Brokers get written client consent before they share records.
8. Each mode's data-access terms are set in the data processing agreement. Neither we nor partners make claims about where staff work.
9. We send incident notices to brokers inside their 72-hour window.^⁠[2]
10. Refunds go to the importer's ACH or the importer's own Form 4811 designee. Brokers account within 60 days.
11. No assignment, claim purchase or advance funding on program clients.
12. Approved claims only. No bulk unsolicited outreach. CAN-SPAM applies.
13. Endorsements disclose material connections (16 CFR 255).^⁠[3]
14. Deal registration. The client's choice prevails.
15. No disparaging the client's broker.
16. Claims in flight finish, and compensation survives termination.
17. Brokers carry E&O. We carry technology E&O and cyber cover. Indemnities are mutual.

Licensed brokers use the software model: a workspace credited against claim-package fees, and per-package and per-line fees. Founding-partner terms apply to the first ten.

Advisory and Recovery Partners: "Your clients get partner pricing; you bill your own work." No referral fees.

Registration protects a deal for 12 months. We never quote a registered client below the partner's price.

The client's choice prevails.

Approved claims only.

White-label scope: workspace, domain, emails, claim-summary PDFs, notices and price.

Fixed elements:

• The licensed filer's name and license line
• Each mode's data-access statement
• The Sealed receipt, naming NexQloud Sealed and AMD SEV-SNP
• "We never ask for your ACE login or bank details."
• "Powered by NexQloud Drawback"

Unlicensed partners co-brand only. They never present themselves as preparer, filer or processor.

• The data processing agreement applies.
• Partners see client status only with the client's consent.
• A partner may set the default processing mode for its clients' workspace. Each client can switch modes for later uploads.

Confidentiality and non-solicitation are set in the agreement we sign with you.

The agreement we sign with you sets its term, how either side may end it, and what survives.