For banks & financial advisors
A trusted place to refer your clients.
Send your clients to vetted, verified, and credentialed CPAs and tax accountants. We make every referral count—so you look good and your clients are in good hands.
Risk free. No cost to refer.
No referral is better than a bad referral.
At Nexus, we make every referral count.
Vetted CPAs and accountants who make you look good
You need a place to send clients for tax work—without the guesswork or the risk. Nexus is an exclusive network of high-quality, credentialed tax accountants and CPAs. Every member is verified and committed to quality. When you refer here, your clients get great care and you get the credit.
- Vetted and verified — Every accountant and CPA in our network is credentialed and committed to the same standards. No random names; only professionals we stand behind.
- Quality that reflects on you — We focus on fit and capability. Your referrals land with firms that can deliver—so your clients are happy and your reputation stays strong.
- Exclusive by design — A paid community of committed professionals. The bar is high, so the network is one you can trust.
How it works
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1
Share the referral
Send us the basics: type of client, tax needs, complexity, location, and any preferences. We handle the rest.
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2
We match to the right firm
We match your client to a short list of vetted member firms—by specialty, capacity, location, and fit.
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3
You approve, we connect
You review the matches, approve, and we make the introduction. You stay in control; we handle the logistics.
Risk free
No cost to refer. There’s no fee for you to send clients through Nexus. Our network is built so that the accountants and CPAs who receive referrals are the ones who invest in the community. You refer with confidence; we ensure quality on the other side.
Partner with Nexus
Refer your clients to vetted, trusted CPAs and tax accountants. Risk free. No cost to refer.
Get in touch