OverSuite® for GoProposal
The GoProposal OverSuite™ is on add-on product which will create and manage a set of robust Engagement Letters for your firm.
By Danielle and 2 others3 authors23 articles
How to Configure your OverSuite and Start Using Smart Engagement Letters
Using the OverSuite wizard
How To Edit Content in Your Engagement Letter Suite (OverSuite Users)
How to add a new letter of engagement/scope to your OverSuite library
Relaunch the OverSuite to amend your answers and Letters of Engagement
How To Include The Data Processor Agreement in Your OverSuite Engagement Letters
How to use OverSuite to produce an engagement letter where you are acting as a bookkeeper, but outsourcing accounting and tax work.
What to do if you make changes to OverSuite and that content is updated..
Send Engagement Letters without Proposals through OverSuite
OverSuite & Engagement Letter FAQs
Do I need to issue separate letters of engagement to my client for an audit vs. other work?
Do we need a service schedule when providing Tax Investigation Cover? Can OverSuite provide this?
What do I do if I can't find a service schedule I need within OverSuite?
The Terms & Conditions within OverSuite
Do I need a new engagement letter for a monthly or quarterly bookkeeping review?
Understanding how, why and when you should disclose commissions and referrals to your clients
Do all directors need their own engagement letter if the company is engaging us to complete their tax returns?
When issuing an Extra Work Order to a client, do I need to re-issue the Letter of Engagement?
When should I request authorisation of the LoE and/or Privacy Notice and who from?
What is the purpose of the nominated individual?
Produce an Audit Engagement Letter compliantly with OverSuite