Effortless Onboarding & AML CDD
2Shakes’ Cloud-based software reduces your client onboarding and AML Customer Due Diligence compliance processes from 1-2 hours to about 5 minutes.
We do that by automating the client sign up, onboarding compliance and admin work: Your Engagement Agreements, Authority to Act documents and helping you carry out AML CDD.
Create Agreements, get Authority, carry out AML CDD quickly, simply and professionally – so you can get straight to work.
The paper is gone – compliance is in the cloud. You can spend time getting to know your clients, and adding real value.
Agreements automated. AML CDD done. Audits and reports one click away. Clients happy. Take back your leisure and family time.
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.
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.
"I don't know what I would do without it. Its that simple."
"It makes my life easy, makes my AML easy. Saves me a load of money."
"I've got clients with you and its just so easy. I had a new client, while I did the handover I just sent the form and they did it while they were sitting next to me. They just thought it was so easy. When you are onboarding your client you wan tit to be as easy as possible for you, and for your client."
"2 Shakes for me is my one stop shop for Compliance for AML/CFFT.
Mike & the Team ticked all the right boxes! Patient, reassuring, compassionate, knowledgeable, professional and above all non-judgmental. Thank you from a very relieved Bookkeeper you have made this Audit process so much easier and less daunting.
I totally recommend 2Shakes "
'This is a game changer, it's huge.."
"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."
"The 2Shakes system is an innovative solution that delivers increased efficiencies for businesses. MBIE is supportive of the work 2Shakes is doing to automate client group signup and authority creation, and the potential of this solution to simplify authority set up across government."
"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."
"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 streamlines for all government departments and agencies."
"The team at 2Shakes has been amazing to deal with. When setting up my 2Shakes account and customer contracts I have found to be next level. Mike will answer my calls and help with any challenges any time no matter how busy he is. This has made me feel supported and valued as a customer. Having the 2Shakes system has streamlined my onboarding and client verification process. I highly recommend 2Shakes."
"It was quick and it was simple. The process was smooth and fast. I could do that in front of my client, easy."
"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..."
"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."
"We fully support the work of 2Shakes. We are actively working with 2Shakes to help them be successful."
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 from 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.