Built for customs brokers that want to deliver a higher level of client support without internalizing unnecessary risk.

We help brokers extend white-glove recovery support, reduce administrative and professional-liability exposure, and position client matters to be carried through from record assembly to refund—and where necessary, through protest or CIT proceedings.

Broker Administration and Scope Control
The Operational Reality

The broker’s dilemma: clients expect recovery solutions, but the work exceeds the scope of ordinary customs processing.

Customs brokers sit closest to the underlying record, making them the natural first call for clients seeking IEEPA tariff refunds. But large-scale IEEPA recovery is not standard brokerage work.

It requires tariff reconstruction, liquidation tracking, claimant coordination, refund administration, audit-ready documentation, and, if necessary, escalation to litigation counsel. Many brokers do not want to leave clients unsupported, but they also do not want to absorb the operational burden of trying to run a full managed recovery program in-house.

Scope Discipline

Protect the client relationship without expanding your operational footprint.


For customs brokers, the challenge is not whether the client needs help. The challenge is how far the broker should go in providing it. A broker may be well positioned to pull reports and explain liquidation posture.

But complex recovery matters drift quickly. They involve multiple years of historical entries, fragmented records, competing downstream claimants, release documentation, and coordination with outside counsel. That work creates severe strain on personnel and process.

Risk Management

Professional-liability containment.


A broker that attempts to handle a complex IEEPA recovery entirely in-house may find itself drawn into functions that look less like brokerage support and more like claims administration, forensic reconstruction, or legal-adjacent dispute handling.

If entries are missed, timing is misunderstood, downstream claimants are mishandled, or the recovery record is not adequately documented, the broker assumes avoidable risk.

We structure the engagement to help avoid that result. We allow brokers to trade unmanaged recovery risk for a controlled, defensible support model.

“A customs broker should not have to choose between helping the client and internalizing the full risk of a complex recovery engagement.”

Platform Capabilities

Comprehensive support across the recovery lifecycle

The Managed Recovery Program creates a clean lane: the broker provides customs-facing support and record access, while our platform absorbs the heavier administrative burden.

Forensic Data Reconstruction

Historical records must be collected, normalized, and analyzed at scale. We audit entry data to cleanly isolate challenged IEEPA duties from standard fees.

Liquidation & Deadline Monitoring

We track liquidation dates, reliquidation windows, and evolving CBP guidance to ensure valid claims are not statutorily barred due to missed deadlines.

Stakeholder & Conflict Management

Where downstream parties claim entitlement to refunds, we manage structured allocation and release workflows so the broker does not have to act as a referee.

ACE Portal & Submission Support

We prepare the evidentiary foundation required to support a clean, defensible declaration in the anticipated CBP customs workflow, including interest calculations.

Audit-Ready Defense

Recovery should leave behind a supportable record. We document methodology and organize files to withstand scrutiny from auditors, lenders, or regulatory authorities.

Protest & Litigation Escalation

Clients expect the matter to be seen through. We build the record so that, if administrative paths stall, the matter is organized to support CIT proceedings pursued with qualified counsel.

Strategic Partnership and Scalability
Business Value

A scalable partnership model that enhances your firm’s value.


We believe the best outcomes occur when clients work with the advisors they already trust, supported by a specialized recovery-administration partner. Our model is designed to make the broker look stronger.

We provide the infrastructure to support a portfolio of matters—from individual claims to enterprise-wide recoveries. This multi-client scalability ensures consistency, speed, and responsiveness, drastically reducing the communication burden on broker account managers.

Depending on the relationship structure, this model may include white-glove partner coordination and, where legally and commercially appropriate, referral or fee-sharing arrangements. This allows brokers to offer a premium service and generate value without the overhead of building a new internal department.

The operational strains we relieve


The program is particularly well suited to helping brokers solve problems such as:

“Clients remember who helped them recover the money—not who sent them a report and wished them luck.”

  • Clients demanding recovery support beyond the broker’s ordinary service model;
  • Organizing large populations of historical entry data across time periods;
  • Tracking liquidation dates, refund pathways, and evolving CBP guidance;
  • Absorbing the communication burden regarding refunds, interest, and downstream claims;
  • Managing downstream claimant issues without becoming the referee in a dispute;
  • Ensuring consistency of methodology and answers across multiple clients;
  • Preserving a well-documented record that supports audit protection; and
  • Positioning matters for escalation to protest or CIT proceedings where necessary.
Take Action

Help your clients recover more—without carrying the full burden alone.

The broker relationship often creates the opportunity. Our managed platform helps deliver the execution.