2Shakes

Practice Manager , Accounting

Cloud Onboarding Automation for Practices. Client Agreements, Renewals, Surveys, Authority & Consents: E- signed, then 1-click upload to Xero XPM/WFM.

Cloud Onboarding Automation for Practices. Client Agreements, Renewals, Surveys, Authority & Consents: E- signed, then 1-click upload to Xero XPM/WFM.

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About 2Shakes

2Shakes provides Cloud Onboarding Automation for Practices.
Accountants, Bookkeepers and other practices can save time, give a better service, and present a more professional first impression to their clients. Because 2Shakes will easily create Client Agreements, Renewals, Authorities & Consents, turning a 1-2 hour onboarding process into 5 minutes.
So you get your Services, Fees and T's and C's agreed and signed off immediately, and get any authorities you need to work for your new client.
The Agreements are electronically signed by their clients, and then automatically uploaded to Xero XPM/WFM.
For New Zealand users, 2Shakes also integrates with NZBN to pull down company information, and sets up authority to act at IRD, ACC and Companies Office. 2Shakes in NZ also includes extensions for meeting AML Phase 2 compliance.

Explore all Features of 2Shakes

2Shakes + Xero

Once an Agreement is electronically signed, the new Client details, their Contacts and the Agreement PDF are all uploaded to Xero Practice Manager / Workflow with a single click, saving time and preventing errors.

Getting started

When you first start with 2Shakes, you setup your Business Profile to reflect your practice. This includes your details, branding, logos and social media, your Services, Fees and T's and C's, as well as any authorities you need to capture.
While setting up your Profile, give authority to 2Shakes simply through a click on Get Authorised, then approving 2Shakes in XPM/WFM to allow us to push the information to Practice Manager for you.

Explore how to setup 2Shakes

Summary


Developer

2Shakes Limited

Added on

20/03/2017

Integration details


Xero

Countries

Ireland, United States, Canada, South Africa, Hong Kong, New Zealand, Malaysia, Philippines, Global, Australia, Singapore, United Kingdom

Languages

English

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