Professional Onboarding of your Bookkeeping Clients.
Services, Fees with Terms & Conditions agreed and e-signed
Authorities (BAS, Tax Agent, STP, TPAR) sorted
Identity Verified – done quickly, securely and safe
AML, if it applies you can add in AML requirements Customer Due Diligence at no extra cost!
An electronically signed engagement agreement, detailing services, fees, Ts and Cs.
Capture ATO BAS Authority plus other authorities you need.
Biometric Identity Verification to meet TPB/ATO Proof of Identity requirements. Sanctions Watchlist and Political Exposure checks.
AML Customer Due Diligence (if needed after 1 July 2026). With AML Records and AML Reporting.
Integrating with ATO to pull ABN number
Automating email content and workflow to create a great client experience with minimal effort, including:
Customised email to the client asking to review and sign
Customised welcome email with attached engagement agreement immediately after all clients have signed
Templating services, fees and Ts & Cs
Using electronic signatures for clients
Handling multiple entities and multiple signatures on engagements
Status tracking and required action highlighting to manage client progress
Create new clients in Xero XPM with the click of a button. No re-keying, no typos and all contractual documents stored securely.
Not just IDV - capture all your CDD information in one place.
Integrated Electronic & Biometric Identity Verification and PEP Checking
Includes Ongoing CDD, Annual Reporting Statistics and Audits
Integrations & Customisations
Upload your new client details, Agreements and Manager/Partner info straight into XPM.
Automatically pulls client ABN numbers from the ATO, saving you time and avoiding typos.
Authority is captured so you can connect to your clients and file their BAS returns.
2Shakes runs across multiple world-class Azure Datacentres in Australia – safe, secure, resilient.
2Shakes has partnered with the Institute of Certified Bookkeepers Australia.
Sign Up and get your first 10 engagement letters for free.
Or, click on the Stay Informed button to receive regular updates on our Australian release.
Some quotes from our awesome customers