OverSuite®

The GoProposal OverSuite™ is on add-on product which will create and manage a set of robust Engagement Letters for your firm.

James Ashford avatar Jack Choppin avatar Danielle Fisher avatar
19 articles in this collection
Written by James Ashford, Jack Choppin, and Danielle Fisher
Setting Up Your OverSuite® Engagement Letters

How to Configure your OverSuite and Start Using Smart Engagement Letters

Meet the highest levels of risk and compliance standards with our suite of Smart Engagement Letters from OverSuite.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Using the OverSuite wizard

Understand how to answer every question required by our Wizard when configuring your OverSuite!
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How To Edit Content in Your Engagement Letter Suite (OverSuite Users)

If you are subscribed to OverSuite and would like to amend content in your Engagement Letter Suite, here's how.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How to add a new letter of engagement/scope to your OverSuite library

If new letter templates are added, or you want to add previous templates you didn't include originally, this is how you can do that.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Relaunch the OverSuite to amend your answers and Letters of Engagement

This is how you relaunch the wizard to change answers to your questions.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How To Include The Data Processor Agreement in Your OverSuite Engagement Letters

The Data Processor agreement needs to be included in your Engagement Letter where you are providing payroll services. Here's how to do that.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Liability Caps

Why Liability Caps are a problem, how to set them up and the client experience
James Ashford avatar
Written by James Ashford
Updated over a week ago
OverSuite® Educational Content

Do I need to issue separate letters of engagement to my client for an audit vs. other work?

Our compliance expert explains how to manage Engagement Letters when you have been engaged to do an audit for a client alongside other work.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Do we need a service schedule when providing Tax Investigation Cover? Can OverSuite provide this?

A commonly asked question and the reasons we would not provide this within your OverSuite library.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

What do I do if I can't find a service schedule I need within OverSuite?

Understand what to do if there is a service you provide but you can't find the schedule for this within OverSuite.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

The Terms & Conditions within OverSuite

Understand exactly what the OverSuite terms and conditions protect you against.
James Ashford avatar
Written by James Ashford
Updated over a week ago

Do I need a new engagement letter for a monthly or quarterly bookkeeping review?

Understand how to ensure you are fully protected to conduct your fee reviews.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Understanding how, why and when you should disclose commissions and referrals to your clients

Your OverSuite terms can be adapted for making referrals or receiving commissions, but you also need to disclose these to your clients.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Do all directors need their own engagement letter if the company is engaging us to complete their tax returns?

Understand best practice when the company is paying for the Directors Tax Returns in terms of sending the Letter of Engagement.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

When issuing an Extra Work Order to a client, do I need to re-issue the Letter of Engagement?

Understand what to do from an Engagement Letter point of view when you agree to do an extra piece of work for your client.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

When should I request authorisation of the LoE and/or Privacy Notice and who from?

Understand who needs to sign what when sending a Letter of Engagement using OverSuite™.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

What is the purpose of the nominated individual?

Understand why it is best practice to assign a nominated individual when sending your Letters of Engagement.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago