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
Testimonials
"2Shakes for me is my one stop shop for compliance for AML. Mike and the team ticked all the right boxes! Patient reassuring, compassionate, knowledgable, professional and above all non-judgemental. I totally recommend 2Shakes."
-Di Crawford - Ontrack Bookkeeping
"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 coming. Your onboarding process is already busy enough.
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
Create a clean digital sign-up process for new clients.
Authority to Act
Create a clean digital sign-up process for new clients.
Xero Practice Manager Upload
Create a clean digital sign-up process for new clients.
AML CDD
Create a clean digital sign-up process for new clients.
Biometric ID Verification
Create a clean digital sign-up process for new clients.
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, Bookkeeping and Law 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.