GoProposal

Russell Henderson

Christine Johnston

Jack Choppin

An add-on product to create and manage Engagement Letters.

OverSuite® for GoProposal

Discover how to set up OverSuite in GoProposal to generate Smart Engagement Letters and supporting documents.

How to configure OverSuite and start using Smart Engagement Letters

Learn how to complete the OverSuite wizard to generate fully compliant engagement letters tailored to your firm in GoProposal.

How to use the OverSuite wizard to configure engagement letters

Learn how to review and edit content using OverSuite in GoProposal. This includes adding terms, privacy notices, and service schedules.

How to edit content in your OverSuite engagement letter suite

We regularly update OverSuite to reflect legislative changes and user demand. When new engagement letter templates become available, you can add them to your library and include templates you previously…

Add new engagement letter templates to your OverSuite library

Understand how to relaunch the OverSuite wizard in GoProposal to update your answers and engagement letter content.

How to relaunch OverSuite to amend answers and engagement letters

Understand how to include the Data Processor Agreement in GoProposal OverSuite engagement letters.

How to include the Data Processor Agreement in OverSuite engagement letters

Understand liability caps in OverSuite engagement letters. Discover why they matter, and how to set or override them in GoProposal.

Understanding liability caps in engagement letters

Setting Up Your OverSuite® Engagement Letters 

GoProposal users can use OverSuite to create compliant engagement letters. This helps bookkeepers manage outsourced accounting and tax services with confidence.

How to create an engagement letter for outsourced accounting and tax work

You can manage OverSuite content that you've edited when we release new updates during the quarterly review process.

What to do if OverSuite content updates after you make changes

Understand how to use OverSuite to send a standalone engagement letter without including a fee proposal in GoProposal.

How to send an engagement letter without a proposal in OverSuite

Discover how to set up Making Tax Digital (MTD) engagement letters in GoProposal using OverSuite for compliance and efficiency.

How to set up Making Tax Digital (MTD) engagement letters

Using Your OverSuite® Letters of Engagement

Understand how OverSuite subscribers can generate disengagement letters and other key documents in GoProposal.

How to generate disengagement letters and key documents with OverSuite

OverSuite® Disengagement Letters and Key Documents

OverSuite helps you create compliant engagement letters and related documents in GoProposal. Below are answers to frequently asked questions.

OverSuite and engagement letter FAQs

Discover why GoProposal advises you to issue separate engagement letters for audit or independent examination work and other services.

Do I need separate engagement letters for audit and other work?

Learn why OverSuite doesn't provide a service schedule for tax investigation cover. Discover what you can do instead.

Do I need a service schedule for tax investigation cover?

OverSuite provides more than 60 service schedules in GoProposal. If you can't find a schedule for a service, it's likely for one of these reasons.

What to do if a service schedule is missing in OverSuite

Understand whether you need a new GoProposal engagement letter when reviewing bookkeeping or payroll fees. Find out how to ensure you're fully protected.

Do I need a new engagement letter for bookkeeping or payroll reviews?

In GoProposal, OverSuite handles referrals and commissions, disclosures, and helps you understand how to notify clients correctly.

How to disclose referrals and commissions in OverSuite

Understand what to do when a company engages you to complete directors’ tax returns. Discover if each director needs their own engagement letter in GoProposal.

Do directors need separate engagement letters for tax returns?

Sometimes you'll you agree to do extra work for a GoProposal client. Understand what to do when the client has already signed an OverSuite engagement letter.

Do I need to reissue the engagement letter for an extra work?

OverSuite allows you to request multiple signatures from different parties and specify which documents they must authorise. Understanding this process in GoProposal ensures compliance and protects your firm.

Who should authorise the engagement letter and privacy notice?

Learn why OverSuite requires a nominated individual when sending engagement letters in GoProposal and how this protects your firm.

What is the purpose of the nominated individual in engagement letters?

Understand how to create a compliant audit engagement letter in OverSuite. Learn what to do if you provide extra services in GoProposal.

How to produce a compliant audit engagement letter in OverSuite

OverSuite® Educational Content

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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