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
Use the NZBN to pull client company data – save time, stop typos.
Create the Electronic Agreement
Use your templated Services, Fees and Ts & Cs.
Need Authority?
Include Authority to Act – IRD, ACC, Companies and more.
How about AML?
If you need to do due diligence you can – all 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
Review and sign online. Multiple entities & signatories. Full track & trace.
Electronic ID Verification
Biometric and electronic IDV. Passport or Driver Licence, Address & DoB, PEP/ Sanctions.
Workflow Automated
Agreement attached to welcome email. Authorities created. AML done.
CRM Updated
Upload to Xero Practice Manager, or Base CRM, or download CSV for your CRM.
FREE Videos & Webinars
Watch video to find out about Agreements & Authorities.
FREE Training
Learn how to do Agreements & Authorities in our FREE Training environment.
FREE First 10 Clients
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