Financial Planners and Tax Advisors

Book More Clients and Increase Profitability

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Genbook can help you:

  • Eliminate time-consuming scheduling tasks
  • Book new clients online automatically
  • Eliminate time-wasting phone calls and e-mails
  • Reach new clients looking for your services
  • And much more



Genbook is a fantastic time management tool. In the financial planning and tax advisory space, every minute is valuable. Genbook lets you use your precious time profitably



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Genbook Free lets you take advantage of many of Genbook's powerful, business-building benefits at no risk. Use Genbook Free as long as you want with our compliments. Find out more...


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To get even more powerful benefits, sign up for our full-featured Genbook Standard Edition and take credit cards, receive text message notifications and access powerful customer management tools. Find out more...

Online scheduling is a great way to save valuable time and effort, increase billings, and promote your business to new clients...

Time, as they say, is money. And the more time you spend managing your schedule and client appointments, the less money you're making.

Good news. New online appointment scheduling technology is letting professional financial and tax practices book more clients and enhance profitability. Genbook is a sophisticated appointment gathering and management application for professional services businesses. No calls or waiting on hold for clients, no time wasted by you or your staff - clients simply choose the services and advisors they're interested in, and when they want to come in based on the time slots you specify.

Book more business with less effort

Genbook scheduling technology lets you:

  • Free up more time for billable hours - Genbook lets your customers book their own appointments online and get automatic confirmations, with no effort required from you or your staff
  • Save time and money - Having an automated appointment scheduler means you don't have to pay a receptionist or answering service, or bother with time-wasting scheduling hassles, call backs, confirmations, and so on (especially valuable during tax season)
  • Attract new business - Genbook's high search engine rankings on Google, Yahoo, and others give you stronger visibility
  • Booking new clients 24/7 - There's no better time to sell an appointment than when a new client finds you online. Genbook lets them book immediately!

No cost or obligation

Getting started with Genbook Free is easy, and of course it costs nothing. Use Genbook Free as long as you want, and when you're ready to grow your business even more, Genbook Standard Edition has advanced business building tools to help you become even more efficient.

Online scheduling that actually works, without getting in the way

Genbook's exclusive "booknow" button links clients to your own branded scheduling page, hosted and maintained by Genbook. Clients can use your scheduling page to choose services, practitioners, and appointments - and your staff can use it to update available services and times. Place the "booknow" button on your website, in your emails, in your Craigslist postings and Facebook profiles - any online marketing vehicle that allows HTML.

Promote your business

Genbook provides powerful tools for promoting and growing your business, including a "quick invite" feature that lets you email your booknow link to clients; an optimized online scheduling page that appears in major search engines; and, coming soon, customer reviews collected after the appointment and published on major sites.

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