Step 1: Signal and stories

With Mercury’s powerful checking and savings accounts, you get: 

• No monthly fees
• Up to $5M in FDIC insurance
• Free ACH, USD wires, and checks, along with a 1% exchange fee on non-USD international wires
• Virtual cards that let you specify expenses to individual clients, set customizable limits for easier reconciliation, and get 1.5% cashback on all credit spend
• Access to mutual funds and up to 4.26% yield, along with additional capital protection with Mercury Treasury

Whether you’re managing multiple clients or simply want more of your tools to work together, Mercury lets you:

• Reliably sync clients’ transactions with integrations for QuickBooks, NetSuite, and Xero
• Process unlimited bills for free with a dedicated AP inbox, approval roles, and OCR technology 
• Send invoices, track what’s owed, and get paid all in the same place you manage your banking
• Keep payroll accounts in a target range each pay cycle with auto-transfer rules

Don’t just take our word for it — see how Attivo, a Mercury for Accountants partner, uses Mercury to deliver more value to their clientsOpens in new tab with less overhead.

Save time and effort across your clients and make year-end tasks less complex with Mercury’s all-in-one platform:

• Parse your data and export it for 1099 filing
• Easily request W-9s from multiple contractors and vendors with just a few clicks
• Set custom mapping rules that automatically categorize transactions
• Free yourself up to focus on higher-value advisory services

Accelerate your firm’s growth with tools, resources, and benefits exclusively for accountants and your clients:

• Expedited onboarding and dedicated support for your firm and clients
• An Advisor Portal to easily manage your clients, team, and referrals from one centralized dashboard
• Co‒branded accounting partner page 
• $1,000 bonus for every eligible client referral
• Free Mercury Pro for your firm (a $4,200 annual value)

Make this year more efficient with a powerful suite of tools designed to simplify financial operations, save you time during tax season, and streamline your client workflows. 

Learn more about our Mercury for Accountants Partner Program and connect to our experts today to see how Mercury works for accountants like you.