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.
Biometric ID Verification now LIVE and FREE for a limited time
More InfoIndustry Solutions
Accountants, Bookkeepers & Tax Agents
Find out more
High Value Dealers
Find out more
Real Estate Agents
Find out more
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
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
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.
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.
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.
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?