Cut Client Onboarding and AML CDD from hours to minutes
2Shakes brings client sign-up, engagement letters, authority to act, biometric ID verification and AML Customer Due Diligence into one guided workflow for Accounting, Bookkeeping, Real Estate and Law firms
"It makes my life easy, makes my AML easy. Saves me a load of time."
-Di Crawford - Ontrack Bookkeeping
Your first 10 customer onboardings are free.
Everything you need for a smoother client onboarding process
2Shakes brings the key steps of client onboarding together in one secure workflow.
Collect client information: Give new clients a clear, guided way to provide the information you need to get started.
Create engagement letters: Prepare and send engagement agreements as part of the onboarding process.
Get authorities signed: Collect signed authority-to-act documents without relying on paper or email trails.
Complete AML customer due diligence: Support your AML CDD process with identity verification and centralised records.
Keep records organised: Make it easier to find onboarding information, review completed checks and do reporting.
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Save time on every new client
Reduce repetitive administration and get new engagements moving sooner.
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Give clients a better first impression
Replace paper-based processes with a clear, professional digital experience.
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Keep your records organised
Bring engagement documents, authorities and AML CDD information together in one place.
We have customers across many of New Zealand's industry sectors. So whatever business you are in, we can help reduce your compliance costs and worries. Take the hassle out of client onboarding and AML. Click on your sector below to find out how.
Whatever Your Business, 2Shakes can help
Sign Up, Authorities & AML Customer Due Diligence
Watch our video to see how Bookkeepers, Accountants, and Tax Agents agree Services, get Authorities signed, and carry out AML CDD – quickly, securely, and safely.
Real Estate Agents & Lawyers can use our AML-only track to keep all your CDD (including ID Verification) in one place, ready for audits and annual reporting.
Some quotes from our awesome customers
We believe in making life easy. It only takes a few minutes to create a login and we give you the first
ten customer instances of using 2Shakes for free.
When it comes to meeting New Zealand’s onboarding and AML government requirements we have you covered.
Our software was developed to meet the varied requirements of Inland Revenue,
Accident Compensation Corporation, Ministry of Business Innovation and Employment,
Ministry of Justice and the Department of Internal Affairs.
There’s some great “how to” documentation in our resources section and you’re welcome to check out our
pricing and clients under management terms – or just get going now.