2Shakes for Accountants,
Bookkeepers
& Tax Agents

Confirm your Services and Authorities which can be electronically consented to and signed by your client – quickly, securely and safely. At the same time, you can carry out your AML CDD for that client, with all the information available to you within 2Shakes, ready for audits and annual reporting.

2Shakes provides three main areas of your onboarding

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

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Authority to Act: Integrations
with Government, and additional
ad hoc authority.

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

Getting Started

AML CDD

How to Sign Up your Clients

ID Verification

For more AML Tutorials visit here

Download 2Shakes AML Guide

Find out more about AML here.

Learn how to Sign Up Clients and do AML Customer Due Diligence (CDD) in our FREE Training environment.

When signing up to 2Shakes, you get your first 10 clients free! Check out our pricing page for more information on plans.

How we Help

We significantly reduce the effort, time and cost of onboarding through:

- - Using the New Zealand Business Number (NZBN) to automate client details
- - 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 progress