Cloud Onboarding Automation. For Practices.
2Shakes global version is now launched. Use 2Shakes anywhere in the world. Get client engagement agreements & authority letters all electronically signed, emailed and stored faster than ever before…. and we have now extended our complementary period until the end of March 2018:
- Save Time Create agreements and get authority quickly and simply.
- Captured in the Cloud Track status, change & renew.
- Minimise Typing Upload to Xero XPM/WFM, download to CSV.
- Authorities. Done. Authority letters and other forms electronically signed by your clients.
- No Paperwork Signed electronically. Emailed automatically. Workflow automated.
Frequently Asked Questions
How does the complementary global version work?
For our global version launch we are offering 2Shakes for you complementary, free of charge until the end of March 2018.
2Shakes is already an established paid product in the NZ market, where it is used by Bookkeepers, Accountants, and Financial Advisers to get agreement paperwork signed and sorted.
We have had loads of requests for a version that can be used internationally. So we have now lauched our 2Shakes – global version that you can use anywhere in the world. The global version gets agreements created in minutes, it emails agreements for electronic signing, and it integrates with Xero Practice Manager & Workflow Max so you can upload client details at the click of a button quickly and efficiently.
If I try 2Shakes, what happens if I change my mind?
2Shakes is complementary and completely for free of charge until the end of March 2018. All the agreement documents that you create are saved as PDFs on the 2Shakes Agreements dashboard. If you decide to stop using 2Shakes, you can down-load the PDF documents and save them to your own computer.
2Shakes intergrates with Xero Practice Manager, so when you create a client from 2Shakes it automatically stores a PDF copy of the agreement as a document against the client – quick, easy and efficient.
You can also down load the client information to a CSV file.
So you can cancel 2Shakes at any time, and download the data and agreements you have created (though we’ll be sad to see you go!).
Do I need to install anything?
No, 2Shakes is a cloud-based system, where you can access it from anywhere that has the internet.
You clients access the signing screen from a link they receive in an email. When they click on the link it takes them online to complete the signing.
What Support is available?
If you have questions please email support@2Shakes.co.nz.
You can also find information and videos showing you how 2Shakes works on our website support page.