Accounting & Financial Ops

Step 8: Stay connected

Now that you’ve explored Mercury for Accountants resources, you can proudly share your partnership badge on socials.
Mercury for Accountants journey map, step 8, ongoing engagement icon.
May 15, 2025

Keep abreast of feature updates, training, and feedback sessions — plus opportunities to grow your role as a Mercury advocate.

You can even display your affiliation with Mercury on your website or email signature with professional badges that signal trust, tech-savviness, and modern expertise to current and prospective clients. (You can find your badge in your onboarding email.)

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Step 1: Signal and stories

Learn why accounting professionals choose Mercury — a financial platform built for you and your clients.
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Step 2: Welcome to Mercury for Accountants

You’re in! Here’s what to expect as a Mercury partner.
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Step 3: Accountant set-up

This one-stop resource helps you streamline onboarding, explore partner perks, and confidently advocate for modern banking solutions.
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Step 4: Product discovery

Explore Mercury’s features in our demo account.
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Disclaimers and footnotes

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC. Deposit insurance covers the failure of an insured bank.