Blog Archive

Standalone IDV and PEP Checks now Live We are delighted to announce that you can now carry out Standalone IDV and PEP checks in 2Shakes. Many of our customers currently access the 2Shakes-Centrix Portal for ad-hoc checks.  These can now be carried out directly in 2Shakes. This brings added functionality and your branding to Standalone Checks, as well

Christmas Update: Standalone Checks, becoming a shareholder, 2FA mandatory from 1st March, and 2022 retro! Kia Ora, Wow – 2022 was quite the year, eh!  I hope you have done everything you need to do and are looking forward to a well-earned break with your loved ones. We have just delivered our last big update

Further Update to AML Obligations for IRD Tax Transfers As you know we emailed recently regarding the recent changes to AML requirements when carrying out Tax Transfers at IRD. Although the change does not affect 2Shakes software itself, we wanted to help clarify the new requirements, and have been working with AML specialist Trish Madison

Renewals and OCDD Updated We are delighted to share with you a range of improvements to Renewals and AML Ongoing CDD in 2Shakes. This update has something for everyone! For Sign Up only and Sign Up with AML we have more functionality to handle changes in your client during renewal, so you can easily add

Important Update to AML Obligations for IRD Tax Transfers We want to let you know about a recent amendment to the AML Legislation, changing the obligations when carrying out Tax Transfers at IRD. The change does not affect 2Shakes software itself, but it will affect many of you who are Tax Agents. So along with

IRD Authority changes, conferences, and are you interested in 2Shares in 2Shakes? Kia Ora Ata, Welcome to our latest 2Shakes update.  With the wild winter we’ve been having, we hope you, your family, friends and colleagues are safe and keeping warm. In this update:    IRD Changes to Authority to Act Small Business Accounting (SBA)