GoProposal

Russell Henderson

Jack Choppin

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

OverSuite® for GoProposal

Meet the highest levels of risk and compliance standards with our suite of Smart Engagement Letters from OverSuite.

How to Configure your OverSuite and Start Using Smart Engagement Letters

Understand how to answer every question required by our Wizard when configuring your OverSuite!

Using the OverSuite wizard

If you are subscribed to OverSuite and would like to amend content in your Engagement Letter Suite, here's how.

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

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.

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

How to relaunch the OverSuite wizard to change answers to your questions.

Relaunch OverSuite to amend your answers and Letters of Engagement

The Data Processor agreement needs to be included in your Engagement Letter where you are providing payroll services. Here's how to do that.

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

Understanding the importance of liability caps and how these work in your Engagement Letters.

Liability Caps

Setting Up Your OverSuite® Engagement Letters 

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

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

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.

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

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

Send Engagement Letters without Proposals through OverSuite

Using Your OverSuite® Letters of Engagement

How to generate Disengagement Letters and other key documents using GoProposal

Generate Disengagement Letters and Key Documents with OverSuite™

OverSuite® Disengagement Letters and Key Documents

Frequently asked questions around OverSuite and issuing Engagement Letters.

OverSuite & Engagement Letter FAQs

Our compliance expert explains how to manage Engagement Letters when you have been engaged to do an audit for a client alongside other work.

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

A commonly asked question and the reasons we would not provide this within your OverSuite library.

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

Understand what to do if there is a service you provide but you can't find the schedule for this within OverSuite.

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

Understand exactly what the OverSuite terms and conditions protect you against.

The Terms & Conditions within OverSuite

Understand how to ensure you are fully protected to conduct your fee reviews.

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

Your OverSuite terms can be adapted for making referrals or receiving commissions, but you also need to disclose these to your clients.

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

Understand best practice when the company is paying for the Directors Tax Returns in terms of sending the Letter of Engagement.

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

Understand what to do from an Engagement Letter point of view when you agree to do an extra piece of work for your client.

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

Understand who needs to sign what when sending a Letter of Engagement using OverSuite™.

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

Understand why it is best practice to assign a nominated individual when sending your Letters of Engagement.

What is the purpose of the nominated individual?

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

Produce an Audit Engagement Letter compliantly with OverSuite

OverSuite® Educational Content

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

Disclaimer

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