2Shakes June 2021 Update - Referrals, App Updates and more!
2 S H A K E S

Effortless Onboarding & AML CDD

Monthly Update

June 2021 Update

Find out what the team have been working on, and what you can expect to see in the upcoming weeks in this June 2021 Update!

Coming soon: 2Shakes Referral Program

Do you love 2Shakes and think everyone should be using it? We want to reward you!

We really appreciate how many of you tell other businesses about 2Shakes.  We understand how valuable a referral from an existing customer can be, so thank you!  To make it easier, in the coming weeks we will be launching the 2Shakes Referral Program!  And as a wee thank you, we will reward you for businesses you refer that become customers. Full program details coming soon, so stay tuned 👀

#BOOKKEEPCON21

2Shakes at conference

2Shakes will be heading to Bookkeepcon this year and we’ll be presenting! Hope to see you in Rotorua for the 30th and 31st July.  It’s not too late to get your tickets! Check out the Institute of Certified NZ Bookkeepers’ website for more event details. 

App Updates

Have you noticed the newest updates in 2Shakes? We have been deploying more improvements like address finder, lock user functionality, as well as enhancements to single entity agreements with AML.

  • Address Finder – all address fields in 2Shakes now auto-fill, saving you and your clients’ time and avoiding errors.
  • Lock user – administrators can now disable accounts when staff leave, or unlock accounts when needed, from the Business Profile read more >
  • Single Entity Agreements with AML – you can now select all beneficial owners on a single entity agreement to sign on behalf of the client if required.

To stay up to date with our latest features, visit our New Features and Updates page. And huge thanks to everyone who has suggested improvements – we’re listening!

What's next for 2Shakes?

what's coming next for 2shakes
  • Upcoming App Improvements
    Based on your feedback, work is underway on some cool updates to Ongoing Customer Due Diligence (OCDD) in 2Shakes!  We’ll have more details soon.
  • 2Shakes is looking for a new team member
    We are currently looking for someone to fill a Business Development Manager position at 2Shakes.  If you know someone that might be suitable please  send them this link thanks!

2Tips

  • For Enhanced Due Diligence (EDD), 2Shakes now allows you to record when Source of Wealth or Proof of Funds has been collected, and securely store it in our cloud platform.
  • A recording of the Trust CDD webinar is now available on our website, check it out! Thanks again to everyone who tuned in – it was great hearing so many of you found it helpful.

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