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Cloud Onboarding Automation for Practices. Client Agreements, Renewals, Surveys, Authority & Consents: E-signed, then 1-click upload to Xero XPM/WFM.
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.
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.

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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 / Workflow with a single click, saving time and preventing errors.

Reviews & ratings

5.0
1 Reviews
5 star
(100%)
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1 star
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NC
Nita Coetzee
Posted
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

App details

Added in 2017

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@2shakes.co.nz

Contact

+64 21 0699 535

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