Smart engagement letters for smart accountants

With simple & easy inputs, you can generate your library of engagement letters in minutes, safe in the knowledge that your terms are adapted to ever changing legislation, protecting your firm and clients, however complex.

Not only have we taken the knowhow of the leading compliance experts and built their technical expertise into the system. We liaise with them on a quarterly basis and update your app whenever legislation requires, so you can sleep easy knowing you’re ALWAYS compliant

Our OverSuite® Standard Pack contains over 60 smart service schedules, outlining both you and your client’s key responsibilities.

Easy for your clients to sign virtually with instant e-signatures, ensuring their onboarding experience runs as smoothly for them as it does for you.

Synced with GoProposal to ensure a smooth onboarding experience for both clients and accountants, you can generate your engagement letters automatically from the same day the proposal is signed.