How can we help?

• How to join the Mercury Accountants partner program
• Getting started with the Advisor Portal
• Managing clients and team members in the Advisor Portal
• How do Mercury Advisor Portal referrals and bonuses work?
• Mercury perks
• Talking to clients about Mercury

• Application tips
• Mercury for Accountants: Address Requirements
• Prohibited countries
• Identification requirements
• Providing a business description

• Partnership referrals
• Mercury account eligibility requirements for clients

• Managing accounting integrations
• Team role for Accounting Partner
• Viewing all Mercury accounts
• Bill Pay for Accountants
• Invoicing for Accountants
• Reimbursements for Accountants

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• Getting started
• What to do if your client is having issues with their Mercury account