Client intake
- One simple form for new clients.
- Their info and files land in the right folder automatically.
- A welcome email with a checklist of what to send.
For bookkeeping and accounting firms
Stop chasing clients for documents.
We set up a system that collects client documents, sends the reminders and files everything where it belongs, so your team spends its time on the books, not the inbox.
Works with Google Workspace or Microsoft 365. Nothing new for your clients to install.
Document tracker
Example
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Client A
Bank statements Receipts · reminder sent -
Client B
Bank statements Payroll report Filed to folder -
Client C
Credit card statement · 2nd reminder Loan statement
The problem
Month-end shouldn't start with a scavenger hunt.
- The same reminder emails to the same clients, every month.
- Files scattered across inboxes, texts and portals.
- Renaming and filing documents by hand.
- Closes that start late because something is still missing.
What we set up
Three pieces that take the chase off your team's plate.
Collection & reminders
- A live tracker of what each client still owes.
- Polite automatic reminders until it's in.
- Your team stops sending them by hand.
Organized files
- Every document named consistently.
- Saved in the right client folder.
- In the tools you already use.
How it works
From first call to measured results.
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A 20-minute call
We look at how documents come in today and where the time goes.
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Baseline
We measure the hours your team spends chasing and sorting documents now.
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Setup
We build it inside your existing accounts. Most firms are live within a few weeks.
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Results
We track hours saved weekly against your baseline.
Our guarantee
If the system doesn't save your team at least 10 hours a week by the end of the first month, measured against the baseline we record together, we keep working at no cost until it does.
Security
Your clients' data stays yours.
- Data stays in your firm's own Google Workspace or Microsoft 365 accounts.
- We use the minimum access needed, and you can remove it any time.
- Business-grade AI tools whose terms don't allow training on your data.
- A written data-handling agreement before we start.
- Help documenting it all for your FTC Safeguards Rule plan.
Founding firms
A few Florida firms, this fall.
We're taking on a small number of Florida firms this fall as founding clients, with founding pricing in exchange for honest feedback.
About
Alza Partners is an Orlando-based firm founded by Luis Toro. We focus on one thing: taking the document chase off your team's plate.
FAQ
Questions firms ask.
Do our clients need to install anything?
No. They use a simple link or reply to an email.
What tools does it work with?
Google Workspace or Microsoft 365, plus your email. We confirm your setup on the call.
Does it replace our practice management software?
No. It works alongside the software you already use.
How long does setup take?
Most firms are live within a few weeks.
What about tax season?
Bookkeeping firms can start any time. Tax-focused firms usually start between May and December, so nothing changes mid-season.
Is there a long contract?
No. It's month to month after setup.