Webinars & Tutorial Videos

Been Sent an Email Link?

Identity Verification Report

Data Protection & Privacy

New Features

FAQ

Set up Your Business (Profile)

View Clients (Dashboard)

Detailed Client Info (Management)

Identity Verification & Electronic Signing

Customising Emails & Attachments

Manage Your Account

Integrations

• Xero Practice Manager/Workflow Max
• BASE CRM
• Companies Office

When to Revert to Draft

Sign up a Client

• Steps to Sign up a Client
• Renew Agreement

Electronic Signatures

Signing on Paper

Securing Signed Documents using Blockchain

Authorities Information

• Where 2Shakes gets you Recognised
• What you Need to Know
• Revoking an Authority

Companies Office Authority

Inland Revenue Authority

1-Page PDF Uploads

Refer your Client For Bank Services

AML Only for a Client

AML Information

Finding Beneficial Owners

Trusts

Recording Customer Due Diligence & Risk Assessment

Enhanced Customer Due Diligence

Audit, Reporting & Statistics

AML Compliance Officer

Storing Your AML Programme