Customer Onboarding for non-AML Bookkeepers

Unlock Seamless Onboarding with 2Shakes: A must-attend webinar for Bookkeepers!

Are you a bookkeeper looking to revolutionize your client onboarding experience? Look no further! Join us for an exclusive webinar where we unveil the power of 2Shakes in transforming your onboarding process.

What’s in store for you:

1. Client sign up / engagement: Discover the secret to a hassle-free client onboarding journey. Learn how 2Shakes simplifies the process, allowing you to effortlessly gather client information, ensuring a solid foundation for a successful partnership.
2. Automating Authority to Act: Say goodbye to tedious paperwork! We’ll showcase how 2Shakes automates the authorization process with IRD, ACC, and Companies Office, making compliance a breeze and giving you more time to focus on what you do best.
3. Government ID Verification: Security matters! Dive into the robust government ID verification features of 2Shakes. Ensure compliance with regulatory standards and safeguard your clients’ information with ease.
4. Upload to Xero Practice Manager (XPM): Connect the dots seamlessly! Learn how 2Shakes effortlessly integrates with Xero Practice Manager, streamlining the upload process and maximizing your efficiency in managing client data.

Why attend?

• Time-saving automation: 2Shakes empowers you to save time on administrative tasks, allowing you to dedicate more energy to growing your business.
• Enhanced security: Protect your clients and your reputation with state-of-the-art security measures for ID verification and authorization processes.
• Real success stories: Hear firsthand accounts of how bookkeepers like you have elevated their practices with 2Shakes.

Don’t miss this opportunity to elevate your bookkeeping game! Join us and witness the future of seamless onboarding with 2Shakes.