Mercury for accountants
Streamline your clients’ finances, boost your firm’s productivity, and access dedicated support and partner perks.
Manage multiple clients from a single login
Oversee all your clients through your Advisor Portal
Assign your team to specific projects and clients
Easily find and download statements in bulk with one click
Quickly toggle between balances, transactions, and other info
Cut the time it takes to close the books
Explore BooksOffer clients built-in intelligent accounting software with Mercury Books
Or seamlessly integrate with external accounting tools like QuickBooks, Xero, or NetSuite
Be the expert in the room
Level up with Mercury’s own NASBA-certified course
Build platform expertise
Self-paced training designed to help you streamline workflows and master Mercury Books.
Earn official accreditation
You’ll be awarded CPE credits upon completion of the course.
Expand your advisory services
Deliver strategic financial insights backed by official Mercury certification.
Perks and benefits for your firm
Refer your first client to Mercury to unlock all partner perks
- Dedicated onboarding and ongoing support for your firm and clients
- Free subscription to Mercury ProOpens in new tab for your firm
- Library of resources for accountants
- Custom partnership opportunities for top referrers
Why accountants love Mercury
Working with clients’ banks used to slow accountants down. Being a partner with Mercury for Accountants changes everything. Its efficiencies make it a preferred choice for accountants and their clients.
Kenji Kuramoto
Founder
Acuity
Accounting Services
For a core group of my clients, having one place for AP, AR, banking, and credit card spend is game-changing. It cuts down on app fatigue, with everything in one place.
Dan Luthi
Partner
Ignite Spot Accounting
Accounting Services
Having the level of access and information that Mercury provides to our customer accounts has removed a lot of pain from the month end process.
Chris Hervochon
CPA, CVA
Better Numbers
Accounting Services
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Become a Mercury Accountant Partner
Ready to start referring clients? Fill out the form below to apply for Mercury for Accountants.