Resources

Help on all things 2Shakes

Getting Started 1: Setup Your Profile

Set up your profile in 2Shakes and get your first client onboarded.

Free Account: Complete an online form to set up a free account, with $100 credit (for a short time only).
Profile Set Up: How to set up your 2Shakes profile to suit what you do.
Authorities
Xero Practice Manager : How to link your XPM account to 2Shakes to push new client data to it.
Frequently Asked Questions

Getting Started 2: Add Biometric ID and Billing

Find out more about 2Shakes from our online support pages.

Sign up Client: Help to get your first client signed up.
Biometric Identity Verification: Learn how to use the latest technology to get proof of identity (PoI) that verifies client ID (IDV).
Politically Exposed Persons & Sanctions
Renewals
Data Protection, Privacy & Terms
Pricing: Free to get started, with charges that start from $2.50.

Getting Started 3: Signing Up a Client

Learn about 2Shakes, AML, authorities, Identity and more.

Biometric Identity Verification: How to do it, how it works and why its a great idea.

AML Overview: Find out what AML CTF is and if you meet the definition of a reporting entity.
Entity types: How to manage different types of clients including Sole traders, companies, and signing on behalf of others (Power of Attorney, Deceased estate of child).

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.com.au and we can help you with what you need to know.

Thanks very much,
The 2Shakes Team