Updates and Blogs

Updates and Feature Releases

  • AML Changes 1 June 2024

    April 2024 - AML changes from 1 June, and why Biometric is our default IDV

    Click Here

  • Update - Christmas 2023

    Recap of the year, and catching up with customers again!

    Open

  • Update - September 2023

    Bookkeeping Bonanza, Xerocon, AML changes, and Australia - IDVs

    Open

  • Features - June 2023

    Updates to Companies Office Authority in 2Shakes.

    Open

  • Features - February 2023

    Important - Mandatory Two Factor Authentication (2FA)

    Open

  • Update - Christmas 2022

    Standalone Checks, Mandatory 2FA from March, 2022 retro

    Open

  • Features - December 2022

    Standalone IDV and PEP Checks now Live!

    Open

  • Update - October 2022

    Changes to AML Requirements for IRD Tax Transfers - Pt 2

    Open

  • Features - September 2022

    Sign Up Renewals and Ongoing CDD Improvements now Live!

    Open

  • Update - September 2022

    Important Update to AML Obligations for IRD Tax Transfers

    Open

  • Update - August 2022

    IRD Authority changes and conferences

    Open

  • Features - July 2022

    IRD Authority to Act updates now live in 2Shakes

    Open

  • Features - June 2022

    User Archive Function now Live in 2Shakes

    Open

  • Features - May 2022

    Biometric IDV Email improvements and more now Live

    Open

  • Update - May 2022

    Russian Sanctions,  AML Updates, Registered Bookkeepers, eBike!

    Open

  • Update - February 2022

    Start 2022 right by planning renewals to grow your business. 

    Open

  • Update - Christmas 2021

    Ongoing CDD released, Training updates and a look back at 2021

    Open

  • Features - November 2021

    Major Update - Ongoing Customer Due Diligence now Live!

    Open

  • Update - November 2021

    AML Legislative Review, OCDD, compliance reviews, audits

    Open

  • Update - August 2021

    BOOKKEEPCON21, Covid, DIA ID Verification announcements

    Open

  • Features - August 2021

    Important Information - Updated ID Verification Guidelines

    Click Here

  • Update - July 2021

    Referral Program now live, Bookkeepcon21

    Open

  • Features - July 2021

    New Referral Program now live for all 2Shakes customers!

    Click Here

  • Update - June 2021

    Referrals, App updates and more from 2Shakes

    Open

  • Update - May 2021

    Trusts Blog, Improved CDD tabs for Source of Wealth

    Open

  • Update - Easter 2021

    ATAINZ & LawFest Conferences, plus Biometrics!

    Open

Useful Blogs from 2Shakes

  • IRD Registered Intermediary

    April 2022 - Becoming an IRD Registered Intermediary

    Click Here

  • Russian Sanctions - What you need to know

    March 2022 - Help on the Rusian Sanction Act

    Click Here

  • Customer Renewals improve Engagements

    January 2022 - Renewals get the most from engagements

    Open

  • Do you have Trust issues? Part 3

    May 2021 - Third part in our series on CDD for Trusts.

    Open

  • Do you have Trust issues? Part 2

    April 2021 - Second part in our series on CDD for Trusts.

    Open

  • Do you have Trust issues? Part 1

    April 2021 - First of a 3 part series on CDD for Trusts.

    Open

  • LawFest - Key Takeaways

    April 2021 - Our take on the most imortant themes from LawFest.

    Open

  • Accountants & Tax Agents - Go Digital

    March 2021 - Digital Onboarding & AML for the Accounting sector

    Open

  • Lawyers and AML? Go Digital

    February 2021 - Helping the legal sector onboard

    Open

  • Privacy Act Updates

    December 2020 - Changes in the Privacy Act 2020

    Open

  • Real Estate Agent AML Compliance

    October 2020 - Three steps to AML Compliance in Real Estate

    Open

  • What's the Problem with PEPs?

    September 2020 - AML Politically Exposed Person checks.

    Open