December 2019 – Ongoing CDD in Training
- The first batch of our Ongoing Customer Due Diligence (OCDD) updates has been deployed to the 2Shakes Training environment.
November 2019 – Delete Function & Improved Search and Notifications
- Deleting client records is easy. You’ll see we’ve added a new checkbox in the Dashboard – Allow Delete.
- Users can now search for individuals from the Dashboard, receive email notifications when clients remotely sign or complete eIDV. Users can also view their Centrix/DIA application status from the My Account page.
July 2019 – AML Statistics Report & Archive
- As part of our commitment to continuous improvement, we have refined the AML Statistics feature so the report is now clearer in regards to what is being counted.
- Users can now archive agreements to to keep their Dashboard view neat and tidy. Archiving a client record is easy using the new Archive icon in your Dashboard.
June 2019 – AML Annual Report
- 2Shakes updates our AML statistics reports to help reporting entities complete the information on their annual report to DIA.
April 2019 – IR Changes to 2Shakes
- 2Shakes has changed to reflect recent updates made by Inland Revenue.
March 2019 – 2Shakes gets a Facelift
The way 2Shakes looks will change with clearer lines and a new palette of colours. Changes you will notice are:
- Top navigation bar: From grey to red.
- Sections: From dark grey to black.
- Buttons: Proceed is red, Back is black and other buttons are blue.
Your Logo – for Your Client
People like entering information online because it is quick & easy. They also want to know its going to the right place. The new look includes showing your company logo on your client’s screen when entering their information online.
January 2019 – AML Only
2Shakes lets you create Agreements, get Authority, and carry out AML Customer Due Diligence (CDD). We have now included the option to just do AML Only (i.e. Customer Die Diligence). AML Only in 2Shakes lets any business carry out CDD – Bookkeepers, Accountants, Real Estate Agents, Lawyers, Financial Advisers, or any other business that needs to conduct CDD.
2Shakes now has a new dashboard, new Start menu for navigation and of course a new, simpler AML flow.