2Shakes Software provides  

Effortless Onboarding & AML CDD

2Shakes’ reduces your client sign up and AML Customer Due Diligence processes from 1-2 hours to about 5 minutes.

2Shakes. All value. No admin. Obviously Better.
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Concerned about AML? 2Shakes can help

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Cloud-based Client Onboarding and AML CDD for Practices and Agencies

Save Time

Create Agreements, get Authority, carry out AML CDD quickly, simply and professionally – so you can get straight to work

Build Relationships

The paper is gone – compliance is in the cloud. You can spend time getting to know your clients, and adding real value

Relax & Enjoy

Agreements automated. AML CDD done. Audits and reports one click away. Clients happy. Take back your leisure and family time

 

Bookkeepers  –  Accountants  –  Tax Agents  –  Real Estate Agents – Financial Advisers  – Lawyers – all AML phase 2 entities

Save time, effort and frustration in your onboarding and AML processes

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Industry Solutions

Accountants, Bookkeepers & Tax Agents
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High Value Dealers
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Lawyers
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Real Estate Agents
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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

This is a game changer, it’s huge….

Sue Inkersell - 3rd Arm Admin

I am in my first year of my bookkeeping business and signing up clients with this service has been amazing! This will now be my preferred method as opposed to trying to get a form signed and returned by a client.

Lori Mahony - The Accounts Team

The 2Shakes system is an innovative solution that delivers increased efficiencies for businesses. MBIE is supportive of the work that 2Shakes is doing to automate client signup and authority creation, and the potential of this solution to simplify authority set up across government.

Ministry of Business, Innovation and Employment (MBIE), NZ

We fully support the work of 2Shakes. We are actively working with 2Shakes to help them be successful.

New Zealand Bookkeepers Association Inc (NZBAI)

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

We're really looking forward to using 2Shakes, it's going to streamline some of our more mundane processes and make us look more professional.

Joanna Monteith - Consult

So excited to be using 2Shakes in our business going forward.  Can definitely see the benefits of having our on-boarding process all on the same platform.

Jude Stirling - Crunch Accounting

Making things easier, simpler and faster for our business customers is important to us and we support the efforts of other organisations who are attempting to do the same.  We hope that 2Shakes can help to make the authority process both better for business and more streamlined for all government departments and agencies.

Accident Compensation Corporation (ACC), NZ

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

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Agree Services

Capture the services you provide to your client online. It’s fast, easy and accurate, because we
integrate with Xero, MYOB, NZBN, Companies Office and more.

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Agree Authorities

Your client’s approval is digitally captured, so we can automatically create agreed authorities.
No phone calls, no nagging clients, no password hassles – it’s all created in the background. Quickly, securely and safely.

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Get to Work

Phone to query an insurance or ACC or utility bill, you’re set up already. Need bank account authority to make bill payments or link to Xero, it’s ready for you. Submit GST or PAYE returns, you’re good to go.

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.
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JOIN OUR PROFESSIONAL COMMUNITY

IT TAKES MINUTES TO GET SET UP AND CUSTOMISE OUR SOFTWARE TO FIT YOU PERFECTLY

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.  
TRY 2SHAKES FREE

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.