boma marketing for accountants

Growth made easy for accountants

Attract the right clients, stay in touch with existing ones - even when you're busy doing the work that matters.

 
14 DAY FREE TRIAL
NO CREDIT CARD REQUIRED
boma marketing AI accountants

Every feature, template, and integration is purpose-built for accountants

Country specific content library, written by human experts, so you’ll always have great insights to share with clients and prospects.

Seamlessly create, customise, and distribute engaging content across email, social media, and your website.

Leverage built-in AI to craft, edit, and personalise your marketing – no technical expertise required.

Integrate BOMA with some of the most popular accounting industry apps so that you can automate the sending of data into and out of BOMA.

How can BOMA help your firm?

Streamline Your Communications

Xero Marketplace 5 Star Review

“Since our re-brand we have been using BOMA to streamline our communications. The content together with the ease with which I can create my own content has made something that I used to dread a quick and easy process now. The ability to share content by email and to all the social media channel channels that we use in one place is fantastic and extremely efficient. The product is quick and easy to set up and you will very quickly see how this product will streamline your communications and make your life easier! ”

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I highly recommend BOMA to anyone looking to make their marketing simple

Xero Marketplace 5 Star Review

“I’ve been using BOMA for my social media scheduling, client newsletters, and content for over a year and it’s been a fantastic experience. The platform is user-friendly, and the content they provide is broad, yet relevant. BOMA makes it simple to maintain a regular online presence. Their software works whether I’m writing my own content, using their content, or rewriting with their great built in AI-writing tools. I highly recommend BOMA to anyone looking to make their marketing simple.”

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The introduction of BOMA has made it so simple, easy to use, automated

Xero Marketplace 5 Star Review

“It used to be a laborious and time consuming process of creating content, publishing on our website and email marketing that was rarely done. The introduction of BOMA has made it so simple, easy to use, automated. And to top it off the content is engaging, relevant and comes from trustworthy sources. Highly recommend. ”

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This makes it so much easier to engage with my clients

Xero Marketplace 5 Star Review

“I used to pay expensive 3rd parties to create content for me but with BOMA all the content is ready to go. This makes it so much easier to engage with my clients via social media and email even better it has reduced my costs and the time I spend on marketing. ”

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FINALLY there is an easy way to market accounting services

Xero Marketplace 5 Star Review

“TGF BOMA. I am a newby to Boma and I got to say FINALLY there is an easy way to market accounting services. YAY. Thank you BOMA. ”

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With BOMA We Can Stand Out

Xero Marketplace 5 Star Review

“Working on your business is hard enough but then adding marketing, content creation, review and updating your social media pages on top it just ends up being too hard. I see that in some of our competitors. With Boma we can stand out. I love that you can put your own spin on the articles but it provides you the time and ability to create and stand out! ”

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Easy to navigate, saves me heaps of time looking for quality content

Xero Marketplace 5 Star Review

“I have been using BOMA for 3 years for multiple clients. Easy to navigate, saves me heaps of time looking for quality content, and support has been fantastic. ”

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It's a timesaver platform for me

Xero Marketplace 5 Star Review

“Get into it!!! Boma is SUPER, super easy to use and intuitive, I LOVE IT! It's a timesaver platform for me, incorporating all of our social media (Facebook and shortly Linked In) and our newsletter in one platform. Hip Hip Hooray for Boma! ”

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The content library gives you so many options on what to discuss with clients each week

Xero Marketplace 5 Star Review

“I am absolutely in love with BOMA. I used to dread sending newsletters to my clients (by dread I mean, not even do). Now I enjoy doing them each month and with the email templates they are super easy. The content library gives you so many options on what to discuss with clients each week ”

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BOMA has enabled us to start a regular newsletter

Xero Marketplace 5 Star Review

“We have been talking about client communication for a long time, but never had the time or resources to do this properly. BOMA has enabled us to start a regular newsletter. The value for us was in initially in lowering the threshold - i.e. knowing that pre written content was available. However we also love the extensive image library, easy to use interface, and, last but not least, the most fabulous customer experience team who bend over backwards to assist in making BOMA work for our practice. Highly recommend (though selfishly we would prefer to hold this to ourselves!)”

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Professional and easy to use

Xero Marketplace 5 Star Review

“We have just started using BOMA and we absolutely LOVE it. Huge time saver. Professional and easy to use. Customer service is awesome. Demo at XERO Practice Management Session was the turning point. Not looking back!! ”

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BOMA provides you with
everything you need to grow

Marketing software for Accountants

 

Start Your Free TrialBook a Demo

Country specific compliance and advisory content, updated every week

Marketing software for Accountants

BOMA's extensive library is brimming with rich content, empowering you to deliver tangible benefits to your clients. From spotlighting pertinent business challenges to sharing actionable insights for growth, our curated collection equips you to provide unparalleled value and support to your clients'.

Customise our articles or write from scratch using our AI writing tool 'Content Assist'

Marketing software for Accountants

BOMA’s AI powered tool ‘Content Assist’ revolutionises your email and social campaigns, offering the flexibility to either create content from scratch or effortlessly customise and edit articles from our extensive content library.

Take advantage of our managed marketing service and let us handle your digital presence

Marketing software for Accountants

Elevate your accounting practice with our comprehensive, hassle-free digital marketing solutions. We’ve crafted exclusive packages to enhance your firm’s online presence, ensuring you stay ahead in a competitive digital landscape without having to lift a finger. These are total done-for-you BOMA packages.

Tailored websites designed and built for accountants and bookkeepers

Marketing software for Accountants

Your website serves as your digital storefront, crucial for showcasing your firm to potential clients. At BOMA, we specialise in crafting accounting websites engineered for conversion, effectively positioning your firm to communicate its value proposition and attract new business.

Frequently Asked Questions

What is BOMA used for?

BOMA is used by accounting firms to automate their marketing across  email newsletters, social media, and websites using pre-written content from Chartered Accountants and financial writers plus it comes with built-in AI tools.

 

Does BOMA integrate with accounting software?

Yes. BOMA integrates with Xero, QuickBooks, Karbon, HubSpot, and WordPress through Zapier. This allows automatic data syncing between your practice management system and BOMA.


 

Is BOMA suitable for small accounting firms?

Yes. BOMA is specifically designed for small to mid-size accounting firms (1-50 staff). The platform requires no marketing expertise and can be set up in under 30 minutes.

 

What countries does BOMA support?

BOMA provides country-specific content for Australia, the United Kingdom and New Zealand. Content is written by local Chartered Accountants to ensure compliance with regional regulations. There is also general global content available for all other regions.

 

How is BOMA different from MailChimp or HubSpot?

Unlike general marketing tools, BOMA provides pre-written accounting-specific content, automatic compliance updates, and purpose-built integrations with practice management software. MailChimp and HubSpot require you to create all content from scratch.

 

Can I customise BOMA's content?

Yes. Every article in BOMA’s library can be edited manually or by using the built-in AI tool Content Assist, which helps you personalise content for your firm’s voice and client base.

 

How long does it take to set up BOMA?

Most accounting firms complete BOMA setup in 20-30 minutes. This includes choosing content preferences, connecting social accounts, and importing contact lists. We also offer help with onboarding at no additional cost.

 

How much does BOMA cost?

BOMA pricing is dependent on the number of email contacts in your database, you can work out the monthly cost on the pricing page. A 14-day free trial is available with no credit card required.

 

Can I create my own content in BOMA?

Yes. In addition to the pre-written content library, you can create entirely original content using Content Assist AI or write content manually. BOMA provides email templates, social media post formats, and blog layouts that maintain professional design even when creating custom content. Many firms use a combination of library content and original content to balance efficiency with personalisation.

 

Can BOMA handle both email and social media?

Yes. BOMA manages multi-channel campaigns across email newsletters, LinkedIn, Facebook, Twitter, and your website blog through WordPress integration. Each content library article comes in three pre-formatted versions (email, social post, blog post) allowing you to distribute the same message across all channels in minutes. You can schedule campaigns across all channels simultaneously or individually.

 

How do I track campaign performance in BOMA?

BOMA provides detailed analytics for email campaigns (send rates, open rates, click-through rates, unsubscribes) and social media posts (impressions, clicks, shares, likes, comments). Analytics are displayed in easy-to-understand dashboards without requiring technical expertise. You can track performance over time, compare campaigns, and identify which content types resonate most with your audience.

 

Can I try BOMA before committing?

Yes. BOMA offers a 14-day free trial with full access to the platform, content library, and Content Assist AI. No credit card is required to start your trial. During the trial period, you receive full onboarding support and training to ensure you experience BOMA’s complete capabilities. Start your free trial.

 

How does BOMA help with compliance and regulatory updates?

BOMA’s content library includes weekly compliance and regulatory updates specific to your country, written by Chartered Accountants who monitor government announcements, tax authority communications, and regulatory body updates. This ensures your clients receive accurate, timely information about changes affecting their businesses without you needing to research and write updates yourself.

 

Does BOMA work with practice management software like Karbon?

Yes. BOMA integrates with Karbon, FYI, IRIS, and other practice management platforms through Zapier. These integrations allow you to automatically add new clients to BOMA contact lists, segment clients by service type or engagement status, and trigger marketing campaigns based on workflow milestones in your practice management system. View all integrations.

 

How often is BOMA's content library updated?

BOMA’s content library is updated weekly with new articles covering tax changes, compliance updates, business advisory topics, and practice management guidance. Urgent compliance updates (such as tax deadline changes or emergency legislation) are published within 24 hours of government announcements to ensure your clients receive timely information.

What support and training does BOMA provide?

BOMA includes comprehensive onboarding assistance, ongoing training, and 24/7 support via chat, email, and video call for all users at no additional cost. We also offer regular webinars covering accounting-specific marketing topics including social media strategy, email best practices, AI in marketing, and advisory service promotion. All support is provided by marketing specialists who understand accounting firms. View training resources.

 

What makes BOMA different from MailChimp, HubSpot, or Constant Contact?

Unlike general marketing platforms, BOMA is purpose-built for accounting firms with three key differences: (1) Pre-written accounting-specific content library eliminating hours of content creation, (2) Built-in integrations with Xero, QuickBooks, Karbon, and other practice management software, (3) Content written by Chartered Accountants covering tax, compliance, and advisory topics specific to accounting. MailChimp, HubSpot, and Constant Contact require you to create all content from scratch and lack accounting industry expertise.

 

Does BOMA integrate with Xero?

Yes. BOMA integrates with Xero directly to automatically sync client data, create targeted marketing segments, and trigger communications based on Xero events. The integration works with both Xero Accounting and Xero Practice Manager at no additional cost beyond your BOMA subscription. Learn more about the Xero integration.

 

Does BOMA integrate with QuickBooks?

Yes. BOMA connects with QuickBooks via Zapier to sync contact information, segment clients by QuickBooks data, and automate email campaigns based on billing events or invoice status. The integration is included in all BOMA plans. Learn more about the QuickBooks integration.

 

What happens to my data if I cancel BOMA?

You retain full ownership of all contacts, campaigns, and content you’ve created in BOMA. You can export your contact lists, campaign history, and analytics before cancelling. If you’ve used BOMA’s website service, you own the website files and can transfer them to any hosting provider. BOMA never holds your marketing assets hostage.