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2Shakes

By 2Shakes
5 out of 5 stars
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Cloud Onboarding Automation for Practices. Client Engagement Agreements, Government Authority to Act, AML Customer Due Diligence and Biometric ID Verification. E-signed, then 1-click upload to Xero XPM.
Rated
5.0
out of 5
Reviewed by
1
Xero user
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available
Listed for
7 years
March 2017

2Shakes can help your business

Overview

2Shakes provides Cloud Onboarding Automation for Practices.
Accountants, Bookkeepers and other practices can save time, give a better service, and present a more professional first impression to their clients. Because 2Shakes will easily create Client Agreements, Renewals, Authorities & Consents, turning a 1-2 hour onboarding process into 5 minutes.

And for practices that are Reporting Entities, you can do all your AML Customer Due Diligence - including Biometric ID Verification - in the Sign Up flow.

So you get your Services, Fees and T's and C's agreed and signed off immediately, and get any authorities you need to work for your new client. And any AML Customer Due Diligence is done too.

The Agreements are electronically signed by your clients, and then uploaded to Xero XPM at the click of a button.

For New Zealand users, 2Shakes integrates with NZBN to pull down company information, and sets up authority to act at IRD, ACC and Companies Office. 2Shakes in NZ also includes extensions for meeting AML Phase 2 compliance.

2Shakes
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2Shakes + Xero

Once an Agreement is electronically signed, the new Client details, their Contacts and the Agreement PDF are all uploaded to Xero Practice Manager with a single click, saving time and preventing errors.

New clients can be linked to Manager or Partner, and added to a Group, as part of the upload.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

NC
Nita Coetzee
Posted 11 Sep 2019
5 out of 5 stars
Using 2Shakes for a couple of months now and sad I didn't stumble upon this product earlier. Saving so much time with the on-boarding process and like the fact that it interlink with IRD and companies office. Highly recommend this product as part of the on boarding process Nita

Additional info

Shared data

Xero
2Shakes
Quotesshared from 2Shakes to Xero
Contactsshared from 2Shakes to Xero

Functions

Practice manager

Industries

Accounting

App details

By 2Shakes
Added in 2017

Try 2Shakes for free

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