2Shakes integrates with NZ government departments and is a Xero Connected App that is build in the Microsoft Azure Cloud. Integrations with other systems streamlines your workflow. Data can flow securely between systems. It’s simple to set up and easy for you to control using smart API integrations.
- We use NZBN to auto-populate client information from the Companies Office, avoiding re-typing time and typos.
- Need Authority to Act? We automate authority capture at IRD, ACC and Companies Office.
- AML Beneficial Owner search? 2Shakes does it for you, using NZBN and Companies Office data, and shows you a graphic view of company ownership too.
- Using Xero? Upload your new clients to Xero Practice Manager with a single click.
- Using another CRM? 2Shakes also integrates with Base, and can export a CSV of data you need for other systems too.
And if you want us to integrate with another system, get in touch and we can discuss your own requirements.
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