Client Onboarding
How to guides, videos and useful resources on client onboarding with 2Shakes
Getting Started Video Series
Getting Started 1: Setup Your Profile
Getting Started
Set up your profile in 2Shakes and get your first client onboarded.
Free Account: Complete an online form to set up a free account.
Profile Set Up: How to set up your 2Shakes profile to suit what you do.
Getting started with AML: Set up your program, and use 2Shakes to capture AML CDD information.
Xero Practice Manager : How to link your XPM account to 2Shakes to push new client data to it.
Getting Started 2: Add Biometric ID and Billing
Support
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).
Pricing: Free to get started, with charges that start from $2.50.
Getting Started 3: Signing Up a Client
Resources
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.
AML Program Templates: We have free templates to help you rapidly set up a program for AML/CTF, including a Policy, Risk Assessment, Process and Training Plan.
More Help
Contact us or email us at support@2shakes.com.au and we can help you with what you need to know.