Australia’s Tranche
2 AML/CTF reforms are here. Is your onboarding process ready?

2Shakes makes onboarding AML easy with client sign-up, engagement letters, authority to act, biometric ID verification and AML Customer Due Diligence in one guided flow for Australian accountants and bookkeepers.

"It makes my life easy, makes my AML easy. Saves me a load of time."

-Di Crawford - Ontrack Bookkeeping

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Testimonials

“Above all, 2Shakes industry and business knowledge was amazing. Using 2Shakes means we have a great AML solution in place and increased efficiency when we’re onboarding new customers.”

Nicola Hankinson, Baker Tilly Staples Rodway

"I really enjoy your product; it has improved our efficiencies and customer service engaging with new clients. This process has reduced the level of effort to onboard customers by at least 50%."

Bernadette Wilson Shepherd Hensman Chartered Accountants

"I don't know what I'd do without it. It's that simple."

-Belinda James - Bookkeeper

10 years helping Accounting, Bookkeeping and Law firms streamline onboarding and AML.

Now supporting Australian bookkeepers through our ICB partnership.

AML is here. Is your onboarding process ready?

For firms in scope, AML adds new checks, records and client information requirements to a process that already includes engagement letters, authorities, signatures, ID checks and follow-ups.

If that process lives across emails, PDFs, spreadsheets and manual reminders, it can quickly become messy for your team and frustrating for your clients.

2Shakes is perfect for
your firm when:

  • You're not sure what information you need to collect.

  • You're constantly chasing forms, signatures and missing details

  • Clients are remote or hard to verify in person

  • Records are scattered across inboxes and folders

  • You want a professional client experience without adding admin load

  • You need to get on top of your authorisations and annual renewals.

2Shakes brings onboarding and AML into one effortless flow.

Client Sign-Up

Create a clean digital sign-up process for new clients.

Engagement Letters

Capture scope of services, fees structure and Ts and Cs.

Authority to Act

Clients approve your Authority (BAS, Tax Agent, STP etc.)

Xero Practice Manager

Connect to XPM to upload client details and signed agreements.

AML CDD

Your prompted to get the client info needed for AML/CTF CDD.

Biometric ID Verification

Clients guided to biometrically verify their identity on their phone.

Who is 2Shakes For?

Less chasing. Better records. A smoother start for every client.

For firm owners

Feel more prepared and reduce the risk of scattered compliance records.

For clients

Give clients a simple, secure and professional way to complete what’s needed.

For practice managers

Stop managing onboarding through endless back-and-forth emails.

10 years helping Accounting and Bookkeeping firms streamline onboarding and AML.

Now supporting Australian bookkeepers through our ICB partnership.

How 2Shakes works

STEP 1:

Set up your workflow

Use default settings or customise services, fees, terms, authorities and AML requirements into your master template.

STEP 2:

Invite your client

Your client receives a branded digital request to complete the required information.

STEP 3:

Client signs and verifies

They review, sign, complete ID verification and provide required details.

STEP 4:

Records are organised

Your firm receives signed documents, IDV outcomes, AML records and onboarding information in one place.

Why use 2Shakes instead of piecing it together manually?

Manual onboarding
2Shakes onboarding
Forms sent by email
Guided digital client flow
Signatures chased manually
Electronic signing built in
ID checks handled separately
Biometric IDV included
AML records stored across folders
AML CDD records organised
Authorities handled separately
Authority to act captured in flow
Admin-heavy client experience
Professional, streamlined onboarding

Get AML onboarding ready before it becomes urgent.

If your firm is preparing for AML, start with the part your clients and team will feel first: onboarding. 2Shakes helps you create a smoother, more complete process for engagement letters, authority to act, ID verification and AML CDD with pre-formated ready-to-go templates that are integrated into the 2Shakes platform so you can hit the ground running.

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2Shakes is built to answer the questions firms are asking right now.

  • Not automatically, but Australia’s Tranche 2 AML/CTF reforms mean many accounting and bookkeeping firms will need to check whether they are in scope from 1 July 2026.

    If your firm provides AML/CTF designated services, such as company or trust setup, restructuring support, registered office services, managing client funds or assisting with business transfers, you may need to enrol with AUSTRAC and complete customer due diligence before providing those services. 2Shakes helps make that process faster and easier by streamlining onboarding, identity checks, CDD workflows and AML record keeping. We also have free AML/CTF program templates you can download that describe how using 2Shakes keeps you compliant.

    If AML/CTF doesn’t apply to your business it’s still important to ensure your engagement letter covers your compliance with the Act. You will need to ensure that the services you provide and how you provide them is clearly described so it is not a designated service. 2Shakes helps by making it easy to send out engagement letters to do just this. So you can define the scope of services, clarify payment processes and ensure you have updated compliant terms and conditions with all your clients.

  • 2Shakes is designed to make the client experience clear and guided, with digital signing, ID verification and information collection in one process.

  • In 2 minutes you can send an agreement to a client. Sign up for a free 2Shakes account, enter your business details and then send your first agreement. You can use our default list of Accounting sector services, fees and Terms and Conditions as your starting point or change if needed before sending.

    Or take 10 minutes to load your master template. Use your logo & branding, add your own specific services and fees, or insert your set of terms & conditions. You can also add authorities like an STP annual approval, for your client to approve at the same time as your engagement letter. With your 2Shakes profile set up the task of sending and renewing all your engagement letters and authorities drops from hours to minutes. Fast to send, easy to track and simple to renew!

    Then take it to the next level with Biometric Identity Verification Checks. Get set up to confirm client identity when they sign. Save yourself the hassle of chasing clients for their Passport or Driver License and get the peace of mind of reduced fraud or impersonation risk, while meeting TPB and AUSTRAC CDD requirements for identity checks of clients. After you submit ID verification forms we can set up your account to verify your client identity with biometric facial matching and use of the Australian Government’s Document Verification Service (DVS).

  • Yes, 2Shakes is designed to easily allow Bookkeepers and Accountants to do engagement letters, authority forms (STP, TPAR etc.), meet AML/CTF CDD checks and do identity verification checks in one easy efficient process.

    Or you can just use 2Shakes for parts of the process you need.

  • Yes! With 2Shakes you can sign up clients from anywhere. Your clients are emailed a link to sign your engagement agreements online.

    With 2Shakes biometric identity verification you can confirm who they are. Meeting the Tax Practitioners Board’s Proof of Identity requirements & collecting critical evidence to meet AUSTRAC’s AML Customer Due Diligence checks.

    2Shakes seamlessly integrates with the ABN. Pulling client Australian Business Number details into your agreements.

  • Yes, its simple to connect 2Shakes with XPM. At the click of a button you can upload new client details and signed agreements into Xero Practice Manager.

Trusted onboarding and AML software, now available for Australian firms.

  • Over 160,000 customer clients onboarded using 2Shakes

  • 3,000+ bookkeepers, accountants and lawyers use 2Shakes

  • Partnered with the Australian Institute of Certified Bookkeepers

  • 95% success rate for biometric IDV

  • Built for client onboarding, IDV, authority and AML workflows

  • 10 years operating in Australasia

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10 years helping Accounting, Bookkeeping and Law firms streamline onboarding and AML.

Now supporting Australian bookkeepers through our ICB partnership.

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