Agreements & Authorities simplified for you and your clients
2 S H A K E S

Effortless Onboarding & AML CDD

Goodbye Paperwork

Hello Automated Agreements & Authorities!

Create 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.

Agreements & Authorities

Find your client easily

Use the NZBN to pull client company data – save time, stop typos.

Create the 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

Use your new skills to do CDD for real and get your first 10 Client Agreements FREE.