CPA firms
Your clients' second refund, with your independence intact.
If a client imports and exports, drawback may return up to 99% of the duty it paid on goods it exported or destroyed.[1]
No fee to apply. We reply within 2 business days.
- Your client
- 10% off the published percentage fee, when a NexQloud partner broker files.†
- Your firm
- Bills its own work.
Design partners
Help shape the product before launch.
And be first to introduce it to your clients. Tell us what your accounting memo needs.
No fee to apply. We reply within 2 business days.
Which clients
Which of your clients may have a claim?
Look for clients that pay U.S. duty, then export or destroy those goods, or products made from them.
Importers that also export
Distributors and wholesalers that sell imported goods abroad.
Manufacturers that export
Imported parts or materials go into products shipped out of the U.S.
Brands with returns
Imported goods that come back, then are exported or destroyed.
Clients that paid the 2026 duties
Three questions for your next client meeting
If all three answers are yes, register the client. The estimate is free, and the client's entries decide.
Claims reach back five years from import.[1]
Drawback in every industryWho does what
What does your firm do, and what stays with the broker?
The broker approves and files under its license. Your firm advises on the accounting.
| Your firm advises, refers and accounts | Your firm never |
|---|---|
| Spots clients who may have a claim and introduces them | Prepares, matches or computes claim data |
| Advises on when to record the refund and how to book it | Signs or files anything with CBP |
| Advises on tax, cash flow and loan covenants around the refund | Holds the client's power of attorney or ACE login |
| Reviews the claim summary and CSV with the client, for the books | Receives any part of the refund or of any fee |
Who does the claim work
- The agent reads your client's records, matches exports to imports and drafts each claim line with its evidence.
- A licensed customs broker, ours or your client's, reviews every line and files.
- The broker gets its power of attorney directly from your client.[8]
The economics
What does your client get, and how is your firm paid?
Your clients get partner pricing; you bill your own work.[9]
| Principal recovered | Sealed fee | Sealed, partner pricing | Standard fee | Standard, partner pricing |
|---|---|---|---|---|
| $250,000 | $50,000 | $45,000 | $45,000 | $40,500 |
| $1,000,000 | $175,000 | $157,500 | $155,000 | $139,500 |
| $5,000,000 | $685,000 | $616,500 | $585,000 | $526,500 |
Worked examples from the published fee schedule,[10] not estimates of any client's refund.
Minimum fee: $750 per filed claim, never more than 25% of what that claim recovers. Partner discounts apply to the percentage fee, not to the minimum.
We pay your firm nothing: no referral fee, no share of any fee, nothing tied to the refund.
What your client gets
- Fees on principal only, charged after CBP pays. The broker that files invoices your client after CBP pays.
- Its choice of broker: its own, or a NexQloud partner broker.
- Its choice of Sealed or Standard processing, which it can switch for later uploads.
Sealed. No one sees your client's documents without its consent, and a receipt proves it. Sealed fits records that must stay private: trade secrets (supplier prices, formulas or customer lists it protects), records for export-controlled goods, or a customer contract that requires confidential processing.
Standard. An outside AI provider may process your client's documents, only on terms that bar training. Nothing trains on them. Only named NexQloud staff can open them, to fix an exception or answer a support request, and every access is logged.
What your firm bills
- Your own work, directly to your client, on your usual terms.
- For example: the accounting memo, the tax treatment, cash-flow planning and records advice.
- Hourly or a fixed fee. Program rule: your fee for this work can't depend on the refund.
Independence
How does this fit your independence and state rules?
We built the program around the rules below: nothing is paid to your firm, and nothing your firm bills depends on the refund.
| Rule | What it limits | How the program handles it |
|---|---|---|
| AICPA ET 1.520 | Commissions on referrals involving clients that receive certain attest services. Any permitted commission or referral fee must be disclosed to the client in writing.[11] | We pay your firm nothing. The letter says so in writing. |
| AICPA ET 1.510 | Contingent fees for attest clients and for certain tax work | Nothing your firm bills depends on the refund. |
| SEC Rule 2-01(c)(5) | Contingent fees with public-company audit clients | No payment to your firm, and nothing contingent. |
| California B&P 5061 | Fees paid for a referral alone | We pay no referral fees. |
| Texas 22 TAC 501.71 | Requires written notice of the nature, source and amount of compensation, no later than the referral[12] | The letter follows this standard. |
| Oregon, Washington, Maryland, Mississippi | Contingent fees on a claim for a tax refund, for any client[13] | Nothing is contingent, so the open question does not arise. |
Your state board's rules still decide. Not legal advice.
An attest screen on every client
When you register a client, you answer three questions. Does your firm audit, review, compile or examine for it? Is it a public company your firm audits? Which state's rules govern your work for it? We keep the answers with the registration.
Today the outcome is the same for every client: partner pricing for the client, nothing paid to your firm.
A disclosure letter for your state
It tells your client in writing that your firm receives nothing from NexQloud Drawback or the filing broker, that the client gets partner pricing, and how you bill your own work.
It follows the strictest standard we found: the nature, source and amount of any compensation, given no later than the referral.[12]
Counsel reviews each state version of the letter before we release it.
No contingency, anywhere
Four states bar contingent fees on a claim for a tax refund, for any client.[13] Whether a duty refund counts has not been settled. The program avoids the question.
Get started
Bring drawback to your clients.
Run the demo, then apply. No fee to apply.
-
01
Apply to partner.
We reply within 2 business days.
WhoYour firm
-
02
Register a deal.
Bring a client. The agent drafts the claim lines.
WhoThe agent
-
03
File under your license.
Brokers approve and file. The client stays yours.
WhoYour broker
Your email and name open the demo. We never ask for your ACE login or bank details.
Ready now? Apply to partnerAccounting
What will the accounting need, and where does it come from?
An expected tariff refund is generally a gain contingency, not recorded until it is realized or realizable.[14] Your memo needs dates and amounts.
What's in the packet
- The claim summary and line-level CSV. Each claim line names its entry, its export and its source document.
- Status dates: claim package ready, filed, paid by CBP, liquidated.
- Principal and interest shown apart. The fee is charged on principal only; any interest CBP pays is your client's.
- The fee invoice, with the partner-pricing line.
More in the packet
- Adjustments: if CBP reduces or recovers a payment at liquidation, the fee is reduced to match.
- For Sealed runs, the signed receipt.
- What to keep: claim records, for three years after the claim liquidates.[15]
Every client gets the claim summary and CSV. Clients of Certified Advisors also get the accounting packet. You see it when your client shares it.
The packet gives facts, not accounting or tax advice. The conclusions are yours.
Deal registration
How do you introduce a client, and keep the relationship?
Registration opens in the partner portal at launch.
Register the client.
The company's name and one contact, then the attest screen.
Your client confirms.
Protection starts then and lasts 12 months.[9]
Send your link.
It carries your registration, so partner pricing applies.
Your client signs up.
It picks a broker and uploads.
Status, protection and partner tiers
If your client allows it, you see its status: registered, account created, documents complete, claim package ready, filed, paid by CBP. Not documents, and not claim lines.
Protection. For those 12 months we don't market to your registered client, and we don't introduce another adviser. Your client's choice always prevails.
| Referral Advisor | Certified Advisor | Alliance | |
|---|---|---|---|
| For | Any CPA firm | Firms that refer more than once | CPA networks and associations |
| Requires | The attest screen on each client; no claim preparation | Certification, 2 to 3 hours | An executive sponsor |
| You get | Partner pricing for your clients, deal registration, status with client consent, the approved-claims kit | All of Referral, plus a co-branded page, a listing in our adviser directory and the accounting packet for your clients | Partner pricing across member firms |
Co-branded page. A page that says your firm recommends NexQloud Drawback, with your logo and a short note in your words, chosen from the approved-claims kit. The page states that your firm receives no payment from us.
Directory. We publish the listing criteria. Each listing says the adviser receives no payment from us.
Questions
Questions CPA firms ask
Does this affect our independence?
We pay your firm nothing for any client, so there is no fee from us to weigh. Your other work for the client still matters, which is why every registration includes the attest screen. Your firm's independence rules decide.
Our state limits referral and contingent fees. Can we take part?
The program pays no referral fees and nothing that depends on the refund, in every state. California, for example, bars fees paid for a referral alone; we pay none.[11] Check your state board's rules.
This sounds like the ERC pitches. What's different?
The IRS's ERC warning signs included unsolicited pitches, claims that a business qualifies before anyone looks at its situation, promises to settle eligibility almost at once, and fees based on a percentage of the refund.[16]
The drawback fee is a percentage too, so here is the difference. The rates are published before anyone signs. Nothing is charged up front: the fee comes due only after CBP pays, and it shrinks if CBP takes any of the payment back. A named licensed broker reviews every line and files, no one tells a client it qualifies before its entries are read, and you stay the adviser.
Who is responsible if a claim is wrong?
Your client, as the claimant, and the licensed broker who reviews every line and files. Your firm doesn't prepare or file. Say so in your engagement letter.
Can our staff help gather the client's records?
Your client uploads its own records, and the agent lists anything missing. Preparing documents for a CBP filing is customs business.[6] Before your staff do more than advise, ask your counsel.
How much work is it for the client?
To start, one quarter of records: entry summaries, invoices, packing lists, transport documents and export records. The agent lists what's missing. Claim package within 24 hours of a complete package.*
*24 hours from a complete package: entry summaries (CBP 7501), commercial invoices, packing lists, transport documents and export records for the period, plus the bill of materials and production records for manufacturing claims. We tell you the moment your package is complete, and the clock starts then. CBP rulings, waivers and approvals are separate from this clock.
When does CBP pay?
With accelerated payment, CBP can pay before the claim is final. Its only published timing, from 2018: processing "will generally take place within 3 weeks of the claim resubmission date." Without it, a claim is deemed liquidated one year after filing unless CBP extends it, up to four years.[17][18] We don't promise a date.
What about IEEPA refunds?
Most IEEPA refunds go through CAPE. We check every entry for CAPE first and never put an entry on a drawback claim before its CAPE question is settled.[19] Your client or its broker files CAPE. Refund firms work through one of them.
Who qualifies?
- A CPA firm in good standing with its state boards.
- Clients that import into the U.S.
- You run the attest screen on every client you register.
- You advise, refer and account, and never prepare or file.
- You follow the partner conduct standards in the partner terms.