Blog Archive

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

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.