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.
By: Mercury
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 by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC. Deposit insurance covers the failure of an insured bank.