Client Onboarding and AML CDD software for Tax Agents
2Shakes’ Cloud-based software reduces your client onboarding and AML Customer Due Diligence compliance processes from 1-2 hours to about 5 minutes.
We do that by automating the client sign up, onboarding compliance and admin work: Your Engagement Agreements, Authority to Act documents and helping you carry out AML CDD.
2Shakes was developed in New Zealand and is kiwi owned and operated.
2Shakes was built with the support of the NZ Government and co-designed with ICNZB members from the start to help businesses like yours onboard clients quickly.
We help you to comply with all the things that are required when providing professional services in NZ, including:
- Sign Up: Electronically signed engagement agreements
- Authority: Capture authority to act for IRD, ACC and Companies Office during sign up
- AML: Record AML Customer Due Diligence, with integrated Identity Verification
- Xero: As a Xero-connected app, 2Shakes uploads your new client to Xero Practice Manager.
2Shakes are experts in understanding the legal requirements of onboarding new customers. We have helped thousands of NZ professionals to meet Professional, Government Authority and Legislative requirements. Or as we say, Onboarding Compliance.
That way you can be confident that you have collected the correct information you need to comply - efficiently, smoothly and professionally – in just 2Shakes.
ICNZB have partnered with 2Shakes to distribute this offer to members and their affiliates. Once a member has signed up via the ICNZB referral link, the relationship is then between 2Shakes Ltd and the member. ICNZB are the referrer in the process.
As agreed with 2Shakes through their Referral Program, ICNZB earns a credit once a member signs up on a paid plan. Any income derived from this referral program is for reinvestment into future member benefit offerings for members of the Association.
Signup to 2Shakes and get 10% off ICNZB engagement pack
Sign up to the 2Shakes onboarding platform via the ICNZB partner link, and receive a discount code for 10% off the exclusive ICNZB Engagement Pack. This pack provides you with an engagement letter template, personal guarantee document and terms of trade for your bookkeeping business. Find out more about the pack here >