2Shakes: Sign Up Your Clients Faster Than Ever Before! 

Engagement Agreement
Electronically signed
Automatically emailed
Include standard attachments
Easy Agreement Renewals/Updates

 

Get Authority to Act
Capture additional Consents
Create Clients in Xero
Practice Manager & WorkFlow Max
Secured on the Blockchain

Bookkeepers  –  Accountants  –  Tax Agents  –  Financial Advisers  – and more

Save time, effort and frustration in your onboarding process

by Signing Up For a Free Trial

It was quick and it was simple. The process was smooth and fast. I could do that in front of my clients, easy

Tania Hayes, GoFi8ure

It is so fantastic; I really can’t believe how simple it will be! You’ve made one of my most hated jobs one less thing I’ll have to procrastinate about –whoopee…..

Kim Hamill – Your Office Administrator

This is a game changer, it’s huge….

Sue Inkersell – 3rd Arm Admin

ACTING FOR CLIENTS?
GET RECOGNISED! 

When you use 2Shakes you get recognised by government and private organisations, so you can get to work and act on behalf of your clients. No admin. All Value.

WORK ON BEHALF OF YOUR CLIENTS,
AS EASY AS 1-2-3

2Shakes automates client sign up & authority setup

This way you can get to work for your client, knowing that when things change both you and your client can make secure online updates. Staff changes, adding services, changing bookkeeper. You’re in control together.

WE WANT TO HEAR FROM YOU

WANT TO TELL US MORE?

We are working with Bookkeepers, Accountants, Lawyers and Financial Advisors to understand how to help by automating management of your client authorities.

“…the kind of people I deal with are too busy to do more paperwork – they just won’t go and do it…”

TRY IT FOR YOURSELF

IT TAKES MINUTES TO GET SET UP AND CUSTOMISE OUR SOFTWARE TO FIT YOU PERFECTLY!
JOIN OUR PROFESSIONAL COMMUNITY.

Sign up, see for yourself how quick and easy our system is.

FAST AND SECURE

Do you want fast and secure setup to act on behalf of your clients?

NO NAGGING

Do you have to nag clients to get them to sign forms or phone organisations?

DON’T SHARE PASSWORDS

Do you hate sharing client passwords but find the alternatives too hard?

We want you to be one of our valuable customers.  

WE SAVE YOU HOURS OF ADMIN

Use our default settings or customised 2shakes with your logo, services, fees and T&Cs. 2Shakes uses electronic signatures so it is quick and secure for clients to sign.  Integration with Xero Practice Manager, Workflow Max or Excel transfers data at the click of a button.

Your client can authorise you with IRD, ACC or Companies office. Try it and see for yourself. We save professionals hours of tedious nagging, paperwork and delays.

 2Shakes makes it Simple. If you change your mind you can walk away at any time.
No questions asked.