What’s Next – Updates in the Works

Due for 21st July

2Shakes are currently working on the following new features:

  • Services in your Profile: To improve how you add services in the Profile to make it a more intuitive interface.
  • Agreement Information: A screen that shows you information captured during sign up by clicking on the agreements screen.
  • Sign on Paper: An end to end process for when clients want to signing on paper.

Planned 11th August – Identity Verification (AML)

Next 2Shakes will begin work to ensure we have AML covered! We will start by looking at how we can verify the identity of clients during sign up.

Released 30 June 2017 – Pricing Plans

2Shakes changed our pricing plans to include a FREE10 plan that lets you sign up 10 entities every year for free.  This plan is perfect for small bookkeepers and accountants or professionals just starting up.  It provides almost all the features of the full product.

We also increased the number of entities that can be signed up on the VALUE 250 account to 250 a year, for $30.  In this release we also simplified blockchain so that just the signed agreement is now stored on the Etherium Blockchain.

Visit our pricing page for more details.

Released 12 June 2017 – Multiple Sign Up

2Shakes have built new functionality to let you sign up multiple ‘entities’ in the same agreement. You can create one client agreement that covers all the different entities your client has. A client can have one or more businesses, a rental property, a trust. 2Shakes can capture the different IRD numbers, different NZBNs, and also capture agreement for personal tax returns as well.

This picture shows the top section of a 2Shakes Agreement with multiple entities. This example shows that Deanna Tang signs up on the one agreement her two companies, her family trust and her individual tax return.  Instead of signing four agreements (one for each entity), Deanna signs one agreement with Ata Books that covers her various financial entities.  Its quick, easy and secure!

2Shakes does this by using a Client Sign Up List that allows you to build up a list of all the different organisations and entities that need to be on the same agreement.

Signatories
Multiple sign ups works with the concept of a main signatory. The main signatory is the main central person who has authority to sign for all the entities on the agreement. Don’t worry you can still have mutiple parties sign your agreement. We use the main signatory for authority forms, but you can still control if other parties (like directors or trustees) need to sign.  You simply add them to the Parties and Signatories screen.

Released on 21 April 2017

Renew or Update Agreement

You can now choose to renew or update an agreement for a client you have previously signed up with 2Shakes. The 2Shakes renewal option makes renewal easy.  We allow you to recreate the original 2Shakes agreement, change any detaills. Then resend the agreement to you client for signing.

Go to the Renew an agreement support page to find out more details.

Multiple Admin Users

Users with administration rights can change the profile setting to customise how 2Shakes works.  If you are an admin user you can now set any other users to also have admin rights. Go to Profile>Users, and you now have the option to make any user an Admin.  Admin users have full access to change the Business Profile, and change other users’ Admin status.

Go to the Profile Set Up support page to find out more.

Released on 4 April 2017

Customise Email

You can now completely customise the text that appears on the email that is sent to customers.  Set up your standard text on the profile screen.  Then review and change it for each sign up when you need to.

Need to send forms or files to your new clients once then have signed up?  Great – 2Shakes helps you upload files to get sent out to your customers.  This feature will help you to automate your workflow to saving you time.

Read the Emails and Attachments support page to find out more.

Released 17 March 2017

You can now upload a PDF document to get signed by your client at the same time as the other engagement and authority paperwork is signed.

Read the 1 page PDF support page to find out more.

Released on 28 February 2017

2Shakes on the BlockChain
2Shakes saves a hash or a ‘fingerprint’ of the electronically signed documents it creates on to the Etherium Blockchain. This feature gives everyone certainty that the document was electronically signed and has not been altered.

You can read more here about How Blockchain works with 2Shakes.

Making Corrections

To help you make corrections to agreements you can now both revert agreements to draft and delete draft agreements. You can also revert partially signed agreements to draft to make changes.  You can read more here about Correcting Agreements.

Inland Revenue Authority

2Shakes has provided some enhancements to how Inland Revenue Authority set up works. You can now specify your own text for this authority statement. You can also decide if you want to use IR597 nominated party form. You can read more here about Inland Revenue Authority.

Released 24 January 2017

Setup Authority at Companies Office

With 2Shakes you can now create an authority to act on behalf of your customer at NZ Companies Office. This will allow you, for example, to submit your client’s Company Annual Return.

First, setup the Authority in your Profile (Business Profile > Authorities):

      • Set up organisational account with Companies Office.  Enter the name and position of the Companies office account holder and select the tick box.
      • Click on Send Code to send a confirmation code to your mobile number. Enter this code and sign.
      • Click on Get Authorised to ‘punch’ out to the companies website.  Enter your real me log on details here. This will authorise 2Shakes to send Companies office authority requests in.

Then, when you next sign up a client, getting authority at Companies Office is a single tick box in the sign up screen – easy!

Released Late December 2016

Create an Authority Letter – Late December 2016

With 2Shakes you can now create an authority letter for an organisation. By capturing a few details from your client during sign up our system creates an authority letter that you can use with organisations like Insurance Companies to get access to the additional client information you need to do your job.

This type of authority is useful for Bookkeepers, Accountants and Financial Advisers to allow them to query their clients existing Insurance details.  The letter lets Insurance companies can see proof that you represent your client, making it easier for to ask questions about what an Insurance policy covers, or about what an Insurance invoice is made up of.

Released 8th December 2016

Customise which authorities will show on your sign up screen

Currently 2shakes shows ACC, IRD and Companies office authorities as the default.  Now you can choose the organisations’ authorities you want to use for your clients.  We also allow you to decide on Identification Capture.  To customise your authorities follow these steps:

      1. Log on to 2Shakes
      2. Click on Business Profile > Authorities in the top Navigation Bar
      3. Select the tick box of the Authorities you want to show on the Sign Agreement Screen.  NOTE: For some Authorities you will need to provide additional information.  For example your IR number is needed to set up an IR Authority.
      4. Scroll to the bottom of the screen and click Save to confirm your selections.
      5. Click on Sign up Client in the top Navigation bar to view the changes on the Sign Up Screen.

profile_auth_novupdate

Image: Profile – Authority Screen (select with authorities show on your sign up screen)

Customise the General Authority Statement

2Shakes currently includes a general authority statement in the services agreement.  We have changed this statement to allow you to customise it to use your own specific wording.  Or remove it completely – if it is not appropriate for how you work. To customise your authorities follow these steps:

      1. Log on to 2Shakes
      2. Click on Business Profile > Authorities in the top Navigation Bar
      3. Scroll down to the General Authority Statement section.  Select the tick box if you want this statement to appear in your client agreements.
      4. Change the wording of this statement to suit your practice requirements.
      5. Scroll to the bottom of the screen and click Save to confirm your selections.

general-pic-nov-update
Image: General Authority Statement (select if you want to use this, and specify what it will say).