Mercury for Accountants is a free partner program for accounting firms, bookkeepers, and advisors. This article covers how to apply, what your firm gets as a partner, and how to get support once you're a partner.
How to join Mercury for Accountants
To join Mercury for Accountants, apply through the partner form on Mercury's website:
- Go to mercury.com/for/accountants
- Scroll to the "Become a Mercury Accountant Partner" section
- Complete the form and submit your application
- Once your firm is approved, you'll receive a welcome email from a dedicated onboarding manager
- Your onboarding manager will guide you through setting up your Mercury account, setting up your Advisor Portal, accepting the program Terms and Conditions, and creating your referrals landing page
There's no cost to join Mercury for Accountants, and your firm doesn't need an existing Mercury account to apply.
What your firm gets as a Mercury for Accountants partner
As a Mercury for Accountants partner, your firm gets:
- A free yearly subscription to Mercury Pro (an annual $4,200 value)
- Access to the Advisor Portal, where you manage all clients, team members, and referrals from a single login
- Up to $1,500 in referral bonuses per eligible client you refer
- Dedicated onboarding and ongoing support from the Partner Success team
- A library of marketing materials and educational resources for client conversations
- Access to Mercury perks — discounts and deals on business tools
- A NASBA-approved certification course worth three CPE credits
- Custom partnership opportunities for top referrers
Activating your free Mercury Pro subscription
To activate your free Mercury Pro subscription:
- Apply and get approved as a Mercury for Accountants partner
- Set up your firm's Mercury account
- Contact your dedicated onboarding manager, who will convert your account to a free Mercury Pro account
Getting Mercury for Accountants certified
The Mercury for Accountants certification course is a NASBA-approved course that awards three CPE credits on completion. The course covers the Mercury platform and how to expand into advisory services for your clients.
- Sign up and complete the course at mercury.learnuponus.com
- Earn the "Mercury for Accountants Certified" badge on completion
CPE credits are awarded after you complete the course and after your firm has signed up for the partner program.
Mercury perks: Discounts on business tools
Mercury perks are discounts and deals on software and services for running your firm and your clients' businesses. Browse the full list at mercury.com/perks, where you can filter perks by type, tool, or use case.
Marketing materials for talking to clients about Mercury
Mercury provides marketing materials you can share with clients when you recommend moving their finances to Mercury. These materials cover checking and savings, accounting automations, and integrations, and are designed to support the conversation about switching.
Marketing materials and educational resources are available to approved partners. If you're already a partner and can't find them, contact your Partner Manager.
How to contact Partner Success
Mercury for Accountants partners have a dedicated Partner Success contact, available Monday through Friday. Your Partner Manager is your first point of contact for technical issues, program questions, or anything you'd like to raise with the Partnerships team.
- If you don't know who your Partner Manager is: email mercuryforaccountants@mercury.com
- For self-serve help, 24/7: use the Help Center or reach out to our support team
As a partner, contact your Partner Manager instead, and they'll connect you with the right member of the Partner Success team.
FAQ
Is there a cost to join Mercury for Accountants?
There's no cost to join Mercury for Accountants. The partner program is free, and approved partners also receive a free yearly subscription to Mercury Pro.
Does my firm need a Mercury account before applying?
Your firm doesn't need a Mercury account before applying to Mercury for Accountants. If you're new to Mercury, your onboarding manager will help you set up your firm's account after your application is approved.
Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
Referral bonuses are subject to terms. View the "Accounting" and "Referrals" sections of our Legal page to learn more.