Accounting & Financial Ops

Step 2: Welcome to Mercury for Accountants

You’re in! Here’s what to expect as a Mercury partner.
Mercury for Accountants journey map, step 2, welcome to Mercury icon
By: Mercury
May 15, 2025

At Mercury, we see and value accounting professionals as key players in their clients’ financial performance. 

That’s why we created Mercury for Accountants, a partner program with benefits and resources for your firm and clients, including:

(And what partnership would be complete without a few pieces of exclusive merch, like mugs, journals, RFID blocker sleeves, and more — just to get us off on the right path.)

Mercury for Accountants welcome kit

Ready to sign up? Talk to your Partner Managers and let’s start working together for you and your clients.

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Accounting & Financial Ops

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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Mercury
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Accounting & Financial Ops

Step 4: Product discovery

Explore Mercury’s features in our demo account.
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Mercury
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Accounting & Financial Ops

Step 5: Team set-up and training

Think your current bank is “good enough”? Dive into the reasons why Mercury can eliminate banking pain points.
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Mercury
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Accounting & Financial Ops

Step 6: Client identification, assessment and conversation

Find out if Mercury is a good fit for your clients.
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Mercury

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.