Renew Agreements

After you have signed a client up with 2Shakes, you might find it useful to renew or update the agreement from time to time. The 2Shakes renewal option makes that easy. We allow you to renew the original 2Shakes agreement and then resend the renewal to your client for signing. You can easily keep track of your agreement and renewal history too.

Why renew an agreement?

  • To re-confirm, using your client’s agreement, that you are still engaged to work for them.

  • To meet the requirements of Professional Bodies you’re a member of that require a regular compliance signup.

  • If your firm is changing the fees it charges, services it provides, or updating Ts and Cs.

  • After a change of ownership of your practice, to sign up the clients to the new company.

  • Any other changes that should be reflected in an updated agreement.

Steps to renew an agreement

From the Dashboard, select the completed agreement you want to renew by clicking on the client name, this will take you to the Client Management page.  To renew the agreement, click on the Renew Agreement button.

A pop up box will appear to ask you to record a note of your action. You can accept the default text of amend the text and click Proceed. The text will be recorded in the notes and files section of this agreement. Cancel if you do not want to renew.

When you click on Proceed, a client signup will be launched with:

  • The same client details as before.

  • If ATO Authority was on the original it will still be on for the renewal. This helps ensure any updated ATO consent wording is signed off during the renewal process.

  • The same Fees as the previous agreement (editable)

  • The current Terms and Conditions are pulled through from your profile.

Once launched as a renewal, you will start with the client list from the previous Agreement:

The current Client List

If the Client List will be the same as before. Click Proceed to the next page to choose the Main Signatory.  You can keep the previous one or add a new Main Signatory:

Showing the confirmed Client List, and keeping the same or selecting a new Main Signatory

You can see above that Mike is the current Main Signatory. You can change to Ata (click on make main signatory) or use the Add new Main Signatory to add someone else.

When you Proceed the rest of the Agreement is similar to the first time through.

Signing on Behalf of Someone: When you get to the Parties and Signatories page, just like first time through individual clients default to signing.  So, if the Main Signatory is signing on behalf of an individual client, you set that individual to Not Signing before you Proceed to Sign. 

Renewal features

From your Dashboard, you can easily recognise which clients have had agreements renewed. The three dots next to the briefcase indicate the client record is part of a renewal chain.  The renewal icon is coloured blue since it is a link to renewal history.

By clicking on the blue renewal icon, you can view the hierarchy of renewed agreements.

The oldest agreement features first, followed by each subsequent renewal. The renewal history can also be viewed from within the Client Management page.

NB: Archived agreements are identified by a tick icon. You can only change the archived status of an agreement from the Dashboard. 

Only the latest, Completed agreement can be renewed. A renewal must be Completed before creating a subsequent renewal. 
So if you have a renewal in progress that you don’t want to complete, you can delete is so you can renew the latest Complete agreement.

How will renewals be billed?

You are only charged an initial usage fee for the first time the client is added. Renewals are not charged as usage.

Additionally, you are only charged one Ongoing Records fee for each agreement chain. So if you have multiple renewals for a client, you will still only be charged one Ongoing Records fee.

More Help

Didn’t find what you need here? You can find lots more help on our main Support Page.

Or you can contact us or email us at support@2shakes.co.nz and we can help you with what you need to know.

Thanks very much,
The 2Shakes Team