What Is OverSuite?
OverSuite is an add-on to GoProposal that will enable you to meet the highest levels of risk and compliance standards.
A subscription to OverSuite will provide you with Smart Engagement Letters, Terms and Conditions, Privacy Notices, Service Schedules, Disengagement Letters and more.
All you need to do is fill out a quick wizard providing us with key information about your firm, such as your data protection policies and governing body, and these letters will be auto-generated within your GoProposal app.
They will be carefully adapted to your firm and auto-updated with regulatory changes.
Once set up, you will be able to start producing high level, fully compliant engagement letters in GoProposal right away.
Want To Learn More Before Trialling?
Book a live demo with an expert or watch a recorded version on the website here.
How To Configure Your OverSuite
Getting started with Smart Engagement Letters is easy. Answer a few questions about your firm, assign your service schedules and we'll take care of the rest..
Please note that those on their free trial can trial OverSuite alongside their GoProposal trial period. Existing members can trial for 7 days.
Step 1. Trial/Subscribe to OverSuite
You will need to subscribe to OverSuite so you can start using Smart Engagement Letters. Both new and existing members can trial the product first.
For paying members..
Just head to the Settings > Accounts page of your app..
and select the OverSuite Foundation Pack as an add on (you will then be put on a trial for 7 days).
For new members..
Add the OverSuite to your free trial from Configure > Engagement Letters and then selecting the Get OverSuite tab.
Step 2. Launch the Wizard
You should now see the option to launch a wizard from your OverSuite page.
This will ask you a series of questions about your organisation to enable the entire engagement letter suite to be built and adapted for you.
Click through to this article if you need guidance with answering any of the questions.
Once you have answered all of the questions within each section, submit your answers.
What Happens Next?
At this point the system will have generated and populated the following:
Your full engagement letter suite which includes your Scope Library (templates for different entities), Terms and Conditions, Privacy Notice, Smart Service Schedules and Agreement Statements. Find more information on where you can locate and tweak his content here.
Key letterhead components such as your letter footer and professional body legend for the contents page. Find more information on where you can locate and tweak this content here.
All of this content will combine to produce the correct engagement letter at the Create Proposal stage (Step 6).
There's just a couple more things we ask that you do..
Step 3. Set up all Key People in your firm
Before you can start producing your engagement letters, you will want to make sure you have added all Key People in your firm to your GoProposal app whose details and signatures you may want to select to appear in the Engagement Letter, such as Directors, Partners, Principals and Auditors.
Head to Configure > Engagement Letters > Key People..
.. select add new principal to add a new key person or edit to amend existing details of somebody within your organisation.
Input the name and select the role of this Key Person. You can also upload their signature and assign their Qualification..
Save this principal when done and repeat this step for all Directors, Principals and Auditors of the organisation.
Step 4. Assign your Service Schedules
Service Schedules are often provided by Governing Bodies to outline both your clients and your responsibilities when providing a specific service, such as Payroll.
The OverSuite will have generated a set of over 30 Smart Service Schedules that you can assign from your line items, so that these pull through dynamically to your letters where needed for a client.
Head to Configure > Line Items and Edit Line ..
.. From within the Contents Tab, tick the box to use Smart Service Schedules over creating your own.
Now, just assign the correct Schedule to that service.
You can also assign Service Schedules to sections where legal paragraphs apply to multiple services in a section, such as Tax Returns.
You can find more information on setting up Section Service schedules here.
Step 5. Include your Payroll Data Processor Agreement
The Data Processor agreement needs to be included in your Engagement Letter where you are providing payroll services.
We would recommend using the section service schedule feature to this so that you can pull the data processor agreement into your letters in addition to the individual payroll schedules you would have assigned in Step 4.
This is how you do it..
A - Create a separate section for ALL of your Payroll services
B - Make sure you have assigned the individual OverSuite Payroll schedules to those services (Step 4)
C - Assign the 'Data Processor Agreement' to the Payroll section
D - Select edit next to each individual payroll line item in that section and instruct it to use the section service schedule 'in addition' to the individual line item schedules you have already assigned.
You can find more information on setting up section service schedules see here.
Step 6. Download and read through your documentation
Download the full documentation and read through it (it’s long but written in plain english), you need to understand this properly, and make sure it works for your firm before you send out any new client agreements.
You can download a PDF from Configure > Engagement Letters > Configure OverSuite...
and then selecting Download a PDF of your OverSuite.
If you need to tweak anything, you can edit OverSuite content.
Step 7. Generating your Smart Engagement Letters
When creating a proposal, choose from the Engagement Letters made available to you by OverSuite.
Depending on the engagement letter chosen, you may be required to include further information, such as the name of the statutory auditor for this engagement.
Create the rest of the proposal as normal, ensuring you select all services that you will be providing to the client.
Once you have generated the fee, move through to the complete proposal stage and fill out all required details in this section..
... you can then scroll down to preview and review your Engagement Letter before sending this out to your client.
All content in the Engagement Letter will be automatically included for you based on the services selected in the proposal and the type of engagement letter you chose to pull through at the start, driven by OverSuite.
Letterheads required by your Governing Body will appear on the Contents page and the correct footer will also appear at the bottom of your documents.
Reviewing and Amending Content
If you would like to review or amend content in your OverSuite, this article will show you how.
Protect Your Firm Further
In order to make sure you are fully protected, minimising risk and limiting your liability there are some additional features we recommend that you switch on.
1. Include a table of key dates in your engagement letter
In order to meet the highest standards of compliance, but also minimise risk, set expectations and develop stronger relationships with your clients, there are a couple more things you will want to do:
Click here to understand how you can set that up.
2. Configure the liability caps feature
In order to protect yourself, your clients and your firm against unnecessary risk, you need to limit your liability. One way to do that is to set a reasonable LIABILITY CAP for your client engagements. But getting this right is a minefield.
So to help you to navigate this minefield and overcome this problem, we have developed the Liability Caps feature for OverSuite™ subscribers.
Click here to get that working.