Automate Client sign up for Tax Agents.
Get your Services and Authorities electronically consented to and signed by your client – quickly, securely and safely. Upload new client data to your CRM.
Carry out AML CDD at the same time. All the information is available within 2Shakes, ready for audits and annual reporting.
An electronically signed engagement agreement, detailing services, fees, Ts and Cs.
NZ Government Authority – IRD, ACC, Companies Office – plus other authorities you need.
AML Customer Due Diligence, Biometric/Electronic ID Verification, AML Records and Reporting.
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.
Uses NZBN to Automatically Find
Beneficial Owners
Integrated Electronic & Biometric Identity Verification and PEP Checking
Includes Ongoing CDD, Annual Reporting Statistics and Audits
AML CDD
How to Sign Up your Clients
ID Verification
