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.
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.
The Agreements are electronically signed by their clients, and then automatically uploaded to Xero XPM/WFM.
For New Zealand users, 2Shakes also 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 + Xero
Once an Agreement is electronically signed, the new Client details, their Contacts and the Agreement PDF are all uploaded to Xero Practice Manager / Workflow with a single click, saving time and preventing errors.
When you first start with 2Shakes, you setup your Business Profile to reflect your practice. This includes your details, branding, logos and social media,
your Services, Fees and T's and C's, as well as any authorities you need to capture.
While setting up your Profile, give authority to 2Shakes simply through a click on Get Authorised, then approving 2Shakes in XPM/WFM to allow us to push the information to Practice Manager for you.