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.

22 articles in this collection
Written by 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.

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!

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.

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.

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.

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.

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

Written by Jack Choppin
Updated over a week ago

Using Your OverSuite® Letters of Engagement

How to use OverSuite to produce an engagement letter where you are acting as a bookkeeper, but outsourcing accounting and tax work.

Learn how to use OverSuite as a bookkeeper to compliantly produce an engagement letter where you are outsourcing accounting and tax work.

Written by Danielle Fisher
Updated over a week ago

What to do if you make changes to OverSuite and that content is updated..

Here's what to do if you make changes to OverSuite content that gets automatically updated as part of our Quarterly Review of the landscape.

Written by Danielle Fisher
Updated over a week ago

Send Engagement Letters without Proposals through OverSuite

Understand how you can utilize OverSuite to send engagement letters to your clients.

Written by Danielle Fisher
Updated over a week ago

OverSuite® Disengagement Letters and Key Documents

Generate Disengagement Letters and Key Documents with OverSuite™

How to generate Disengagement Letters and other key documents using GoProposal

Written by Jack Choppin
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.

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.

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.

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.

Written by Jack Choppin
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.

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.

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.

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.

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™.

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.

Written by Danielle Fisher
Updated over a week ago

Produce an Audit Engagement Letter compliantly with OverSuite

Understand exactly how to produce an audit letter for a client using OverSuite, and what to do if you are also providing other services.

Written by Danielle Fisher
Updated this week