2Shakes for Accountants,
Bookkeepers
& Tax Agents

Confirm your Services and Authorities which can be electronically consented to and signed by your client – quickly, securely and safely. At the same time, you can carry out your AML CDD for that client, with all the information available to you within 2Shakes, ready for audits and annual reporting.

2Shakes provides three main areas of your onboarding

Getting Started

How we Help

We significantly reduce the effort, time and cost of onboarding through:

      • Using the New Zealand Business Number (NZBN) to automate client details
      • Automating email content and workflow to create a great client experience with minimal effort, including:
            • Customised email to the client asking to review and sign
            • Customised welcome email with attached engagement agreement immediately after all clients have signed
      • Templating services, fees and Ts & Cs
      • Using electronic signatures for clients
      • Handling multiple entities and multiple signatures on engagements
      • Status tracking and required action highlighting to manage client progress

We also provide Customer Due Diligence (CDD) features that help you to comply with AML Phase 2:

2Shakes integrates with government agencies, is a Xero connected app, and is built in Microsoft’s Azure cloud.

                  

           

Testimonials 

Some of our customers talking about using 2Shakes and our AML extensions
during the 2018 Bookkeepers Conference in Hamilton, NZ.