2Shakes For

Onboarding & Anti Money Laundering for Accountants.

Get your Services and Authorities electronically consented to and signed by your client – quickly, securely and safely.

Carry out Anti Money Laundering CDD at the same time. All the information is available within 2Shakes, ready for audits and annual reporting.

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Our Cloud Platform has Onboarding & AML for Accountants covered

2Shakes helps Accountants in three main areas

Sign Up

An electronically signed engagement agreement, detailing services, fees, Ts and Cs.
Government Authority

NZ Government Authority – IRD, ACC, Companies Office – plus other authorities you need.
AML Due Diligence

AML Customer Due Diligence, Biometric/Electronic ID Verification, AML Records and Reporting.

Significantly reduce the effort, time and cost of your Onboarding and AML

Using the New Zealand Business Number (NZBN) to automate client details

Automating email content and workflow to create a great client experience with minimal effort, including:
- Customised email to the client asking to review and sign
- Customised welcome email with attached engagement agreement immediately after all clients have signed
Templating services, fees and Ts & Cs
Using electronic signatures for clients
Handling multiple entities and multiple signatures on engagements
Status tracking and required action highlighting to manage client progress
Create new clients in Xero XPM or Base CRM with the click of a button. No re-keying, no typos and all contractual documents stored securely.