You can now enable multiple people within your client’s organisation to authorise the engagement letter.
Most firms only get ONE signature on an engagement letter, but having MULTIPLE signatories not only protects YOU from a GDPR & time perspective, but also protects the client from THEMSELVES.
This would have once been an arduous task to complete in your firm, which is why it often gets overlooked, or you’ve been convinced that this is overkill, and other firms don’t do it.
To my mind, we want to be able to help you to sleep at night by removing the risks to your firm and to your clients as well.
This is WHY you should have multiple signatures, what could happen if you don’t and how GoProposal helps you to easily add them, as part of our continued commitment to give firms access to the very highest levels of standards in compliance.
What actually is the Multiple Signatures? How do I set this up?
In order to meet the highest standards of compliance, but also minimise risk, set expectations and develop stronger relationships with your clients, you should include multiple signatures in your Letters of Engagement.
With certain organisations you may require multiple people to authorise engagement letters. Our multiple signature feature allows you to get all of the authorisation you need.