Agreements & Authorities
Goodbye Paperwork
Hello Automated Electronic Agreements & Authorities!
Create Electronic Agreements for your clients to sign electronically. Capture Authority to Act at the same time. Even do your AML Customer Due Diligence in a single business process.
The 2Shakes cloud-based onboarding platform simplifies the complexity for you and your clients, so you can do it all in minutes, not hours.
Or as we say, do it in 2Shakes.
Electronic Agreements & Authorities
-
Find your client ABN easily
Uses ABN connection to save time & typos.
-
Create Agreements
Use your templated Services, Fees and Ts & Cs.
-
Need Authority?
ATO BAS Authority, PDF, Authority letter and more.
-
How about AML?
AML due diligence done in the same process.
-
Email or in person
Email the agreement for review, or do it in your office, their office, a cafe, a beach...
-
Review & Sign
Reviewed and signed online by clients.
-
Biometric IDV
Australian & NZ Passport/Driver Licence, Address & DoB, PEP & Sanctions checks.
-
Workflow Automated
Agreement attached to welcome email. Authorities created. AML done.
-
XPM Updated
Upload the new clients to Xero Practice Manager in one click.
Interested? Have your say to help finalise 2Shakes Australia.
Or, register your interest and stay informed.
Collaborating with our customers is in our DNA - 2Shakes was co-designed and evolved with the people who use it. We would love to work with you to make 2Shakes perfect for Australia too.
How? That’s easy - click below for info and to to become an Early Adopter We’ll contact you, show you how it looks so far, and take your suggestions to refine the final design. As an Early Adopter you get to have a say in exactly how 2Shakes will work for you.
Or: Click the Stay Informed button to receive regular updates on our Australian release.