Agreements & Authorities

Goodbye Paperwork

Hello Automated Electronic Agreements & Authorities!

Create Electronic Agreements for your clients to sign electronically. Capture Authority to Act at the same time. Even do your AML Customer Due Diligence in a single business process.

The 2Shakes cloud-based onboarding platform simplifies the complexity for you and your clients, so you can do it all in 5 minutes, not hours. Or as we say, in 2Shakes.

Electronic Agreements & Authorities

Find your client easily

Uses NZBN for company data – save time & typos.
Create Agreements

Use your templated Services, Fees and Ts & Cs.
Need Authority?

Authority to Act – IRD, ACC, Companies and more.
How about AML?

AML due diligence done in the same process.
Email or in person

Email the agreement for review, or do it in your office, their office, a cafe, a beach...
Review & Sign

Reviewed and signed online by clients.
Biometric IDV

NZ & Australian Passport/Driver Licence, Address & DoB, PEP & Sanctions.
Workflow Automated

Agreement attached to welcome email. Authorities created. AML done.
XPM Updated

Upload the new client to Xero Practice Manager in just a few clicks..