GoProposal

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.

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

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

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

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

{assigneeName} needs more information from you