Smart Engagement Letters That Adapt To You

Meet the highest levels of risk and compliance standards with our suite of Smart Engagement Letters that evolve with regulatory changes & auto-update in GoProposal for you.

“Standard Engagement Letter templates

are not a good enough

starting point

Standard engagement letter templates are a set of building blocks. But YOU are then expected to have the relevant legal, regulatory and compliance knowledge to assemble those templates into a suite of working engagement letters. These need to reflect your firm and the clients you serve so you can manage the expectations and risks of all parties. And this is all before you can even think about automating their production.

Because this is such an arduous task, most firms end up falling short of even their most basic regulatory requirements, leaving them exposed to risk. At best, they end up with overly complicated documents that are difficult to understand by the client and by everyone in the firm.

But…. they have the potential to be so much more.

The missed opportunity

that most firms can’t even consider

Expertly crafted engagement letters can not only help you to meet your regulatory obligations and protect your firm from risk, but they can do so much more.

They can be used to clearly set out expectations, to help your clients become better clients and help your team to fully understand what’s expected of them too.

They can strengthen relationships through their clarity and lengthen relationships through the trust that they build. Because through these documents, you can actually demonstrate the highest levels of firm-wide, long-term, client care.

But to achieve this level, you would need a team of experts within your firm, working closely with you to produce this suite of engagement letters, that reflect the changing nature of your firm, your clients and the regulatory landscape.

Unless….. that expertise was built into the engagement letters themselves.

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Create a library of Smart Engagement Letters
in seconds with OverSuite™

  • Developed by professionals with over 30 years of experience working at the forefront of compliance
  • Compliant to the highest standards of AAT, ACCA, AIB, ATT, CAI, CIMA, CIPFA, CIT, CPAA, IAB, ICAEW, ICAS, ICB and IFA
  • Continually evolving to meet changing regulations
  • Automatically updated in GoProposal for permanent protection
  • Written in plain English to make them more accessible & client-friendly
  • Commercially considered for progressive accounting businesses
  • Auto-generated via our wizard & easily editable

GoProposal Members can get started on 15th October

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Smart Engagement Letters

With simple, known inputs, OverSuite will build out your library of engagement letters that meet the highest possible standards of risk and compliance in your firm.

It will be as though you had a team of experts continually working with you, constantly scanning the regulatory landscape to ensure they’re always giving you and your clients the highest levels of protection.

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Over 30 Service Schedules

GoProposal is THE most sophisticated system for generating engagement letters, especially in the way it automatically incorporates only the relevant service schedules. Our OverSuite™ Standard Pack contains over 30 smart service schedules, outlining both your and your client’s key responsibilities, and which we are always updated for you to meet changing regulations. These also come pre-loaded with GoProposal, along with wizard-generated services and pricing.

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Smart Terms & Conditions

Having terms and conditions professionally produced to accommodate the specific circumstances of YOUR firm can cost thousands. We’ve generated a unique system that will generate your Smart Terms & Conditions using our self-adaptive technology, to ensure you comply with the highest regulatory standards. These can be easily updated as your firm grows and evolves.

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Who Are The Experts Behind OverSuite™?

GoProposal is working with the UK's leading experts on professional ethics and regulatory compliance for accountancy practices and their clients.

Valerie Steward

At The Forefront Of Compliance For Over 30 Years

For over 30 years Valerie Steward has worked with accountancy practices, helping them to develop their businesses and remain compliant.

She has authored and co-authored a number of technical guides, work programmes on audit and anti-money laundering and practical aids such as engagement letters as well as publications on practice management and the not for profit sector.

She specialises in the not for profit sector lecturing and advising on charities and cooperatives of all sizes. She is actively involved in the charity sector, acting as a trustee as well as her involvement in the technical aspects of the sector.

Ian Waters

Extensive Experience In Regulatory Oversight And Compliance

As Head of Standards, Ian led ACCA’s work in all areas of regulatory policy, including emerging areas such as legal services and anti-money laundering supervision. He sat on working groups concerned with areas such as legal services regulation, ethics, money laundering and financial crime (including at CCAB and Accountancy Europe), and was responsible for the development of the ACCA Rulebook.

Since leaving ACCA, Ian has pursued his interests as a consultant. He enjoys providing solutions in the various areas of professional ethics, regulatory compliance and support for small practices, and particularly enjoys focusing on anti-money laundering compliance solutions for professional bodies, accountancy practices and their clients.

Questions About OverSuite™

How much does it cost?

Yet to be decided.

Are these only available in the UK?

Initially yes. These are only for UK accounting and bookkeeping businesses.

Can we still use our own Engagement Letters with GoProposal?

Absolutely. You can always use your own engagement letters with our system. They just need copying and pasting in and GoProposal will expertly assemble the components together for you, automatically. We even have a service that will load them all in for you if you prefer.

Can we use OverSuite™ WITHOUT GoProposal?

No because there are several key elements that GoProposal brings such as Key Dates, Multiple Signatures, Key People and a full Service List. So GoProposal is still required to fulfil the delivery of OverSuite.

Will we be fully protected with these?

Yes. These are as compliant an any engagement letters available on the market and are constantly updating. They will be automatically updated for you with any regulatory changes, to remove any vulnerabilities for you.

OverSuite™ will be launched in October 2020 to current GoProposal members and November 2020 to the rest of the UK

Register your interest and get priority access when they go live