Tax Agents Onboarding And AML | Secure Records With 2Shakes

2Shakes For

Automate Client sign up for Tax Agents.

Get your Services and Authorities electronically consented to and signed by your client – quickly, securely and safely. Upload new client data to your CRM.

Carry out AML CDD at the same time. All the information is available within 2Shakes, ready for audits and annual reporting.

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Our Cloud Platform has AML & Onboarding for Tax Agents covered

2Shakes helps in the three main areas of AML & Onboarding for Tax Agents:

Sign Up

An electronically signed engagement agreement, detailing services, fees, Ts and Cs.

Government Authority

NZ Government Authority – IRD, ACC, Companies Office – plus other authorities you need.

AML Due Diligence

AML/CFT Customer Due Diligence,
electronic ID Verification,
AML Records and Reporting.

Significantly reducing the effort, time and cost of client sign up for tax agents

Using the New Zealand Business Number (NZBN) to automate client sign up for tax agents
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 sign up for tax agents as it progresses
Create new clients in Xero XPM or Base CRM with the click of a button. No re-keying, no typos and all contractual documents stored securely.