FAQs - 2shakes
2 S H A K E S

Effortless Onboarding & AML CDD

Customer Support

Create additional users in the Profile > Users page.  This will send a request through for the new user to create a password to use the 2Shakes account.  You will be able to see all activity of all users on the Dashboard.

If you have forgotten your username then contact support. To reset your password, use the Forgot Password link on the Login screen.

For a Sign Up, the client, directors or other signing parties, and the agreement can be automatically uploaded to Xero Practice Manager or Workflow Max by clicking the Upload to Practice Manager button in the client Management screen (accessed from the Dashboard).

For AML Only, the Client and Beneficial Owners are uploaded in the same way.

If you don’t use Xero Practice Manager or Workflow Max you can download a CSV file into excel. Many software providers can allow you to upload information from a CSV file into their application.

Not everyone wants to sign electronically. Some clients prefer paper, some don’t use mobile phones or the internet. WIth 2Shakes you can select the option for your clients to sign on paper. Find out how to use Sign on Paper here.

You can get authority to act for a deceased estate with 2Shakes by adding the estate as an organisation. Add the executor as the main contact (not an individual client). When the estate is the only entity on the agreement you can add additional executors who need to sign on the parties and signatories page.

If AML applies add any additional executors to the People for IDV section on the AML screen if you can complete Customer Due Diligence checks on them.

Anti Money Laundering/Countering Financing of Terrorism Legislation is extended under Phase 2 to include Accountants & Bookkeepers, Lawyers, Real Estate Agents and Traders of high value goods. 2Shakes helps you complete Customer Due Diligence checks to allow you to meet these AML requirements. Read more about what you need to do to comply with AML and how 2Shakes helps here.

If you are dealing with a trust as a client you can manually add it as an organisation. Their are specific requirements for Trusts if AML applies.

When the agreement is sent for signing it goes into the status of signing in progress and is ‘locked’ from changes.  If you need to make a change to the agreement before it is fully signed, you can do this by reverting it to draft. and then resend it out again for signing.

You can read more about correcting agreements here.

If you have used the wrong email address or mobile phone number for the client you can change it to resend a new SMS text or email to a signer without needing to revert to draft. To do this go into the agreement and select the Edit button next to the relevant person.

If the agreement has been fully signed it goes into a status of complete. If you need to change the agreement after it is completed, you need to create a new agreement to supersede it. You can use the ‘Renewal button to create a new agreement, that you can edit that is based off your signed agreement that you can send out for resigning.

There are more details about how you can manage agreements in 2Shakes by understanding the status and versioning here.

The results of a range of checks are done when a client’s details are sent in for eIDV, find out more here.

If you have other questions please contact the team at 2Shakes and we will answer them. We will continue to update our FAQ page going forward.

If you also have an idea or suggestion to make 2Shakes work better for you, we would love to hear from you!

Please email us at info@2Shakes.co.nz or use our online form.

Over time you may have multiple records against the same client. For example if you renew or change an agreement for a client then 2Shakes will hold the original agreement, along with the updated agreement.

If you type and then search for (part of) the client name in the Dashboard you will be presented with a list of all client that match this name.

Simply click on the sort button in the Updated column then find the agreement with a status of Complete that has the most recent date.  This will be the most up to date current agreement.

 

Pricing & Support

2Shakes pricing plans start from FREE. The first 10 uses are free. You can find out more about our pricing plans here.

2Shakes also integrates with state of the art third party identity verification software. This gives you the option of verifying the identity of your clients when you onboard them. If you choose to do electronic Identity Verification (eIDV) then additional charges will apply. These charges are also shown on the pricing page.

Technical

For a Sign Up, the client, directors or other signing parties, and the agreement can be automatically uploaded to Xero Practice Manager or Workflow Max by clicking the Upload to Practice Manager button in the client Management screen (accessed from the Dashboard).

For AML Only, the Client and Beneficial Owners are uploaded in the same way.

Over time you may have multiple records against the same client. For example if you renew or change an agreement for a client then 2Shakes will hold the original agreement, along with the updated agreement.

If you type and then search for (part of) the client name in the Dashboard you will be presented with a list of all client that match this name.

Simply click on the sort button in the Updated column then find the agreement with a status of Complete that has the most recent date.  This will be the most up to date current agreement.

 

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