2Shakes – Client Onboarding and AML CDD Software

About 2Shakes

2Shakes is a leading digital platform designed to simplify and streamline client onboarding, Authority to Act, identity verification, and AML Customer Due Diligence (CDD) for Australian bookkeeping and accounting professionals. After becoming New Zealand’s most widely used popular onboarding solution, 2Shakes has expanded into Australia to support practices in meeting TPB/ATO and AUSTRAC compliance requirements with ease.

What 2Shakes Provides

2Shakes brings multiple compliance steps together in one simple, guided workflow, enabling bookkeepers to:

  • Digitally signup clients and create professional electronically signed agreements (letters of engagement)
  • Capture signed Authority to Act (BAS Agent, Tax Agent, STP, TPAR etc.)
  • Complete Biometric Identity Verification to meet TPB/ATO Proof of Identity requirements
  • Renew agreements as needed to keep easily updated Services, Fees, Authorities and Ts&Cs
  • Be AML ready if the new obligations commencing 1 July 2026 apply to you.

Bookkeepers can customise their onboarding process or begin quickly by using standardised best practice settings.

Technology, Security & Integrations

2Shakes operates on Microsoft Azure’s geo redundant Australian data centres to deliver strong security, privacy, and compliance foundations. This gives bookkeepers confidence that client information is collected and managed professionally within a robust government grade infrastructure.

As a Xero Connected App, 2Shakes allows seamless one click upload of new client details into Xero Practice Manager (XPM), enabling practices to move from onboarding to service delivery in minutes.

Why Bookkeepers Choose 2Shakes

  • Reduces admin and compliance tasks from hours to minutes
  • Provides a professional, seamless experience for both practice and client
  • Combines engagement, authority, ID verification, and AML (if required) into one flow
  • Purpose build for professional bookkeepers and accounting practices that need reliable, compliant, cloud based processes.

Get Started

ICB members can start using 2Shakes now for engagement letters, Authority to Act, and TPB/ATO proof of identity requirements, while also ensuring they will be prepared if AML obligations will apply in the future.

As an ICB member, you use this link (https://my.2shakes.com.au/welcome) to receive a $100 account credit. You can also onboard 10 clients for free, allowing you to see for yourself how 2Shakes can support your practice.