Smart Engagement Letters That Adapt To You

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

Building your firm's library of engagement letters is hard

Your engagement letters need to be robust to give you the protection you need, should something ever go wrong, and clear so that all parties fully understand their responsibilities. Typically you get given a bunch of engagement letter templates, which YOU have to decipher and correctly assemble into a suite of fully compliant documents, which, unless you had a team of experts devoted to this, has always been an impossible task… until now.

Imagine Engagement Letters with the Expertise Built-In

We have taken the knowhow of the leading compliance experts, and actually built their experience & technical expertise into the system. So that with simple, known inputs, you can generate your library of engagement letters in minutes, that actively adapt to the changing circumstances of your firm and the nature of the clients you serve, however complex.

Create a library of the most protective & compliant Engagement Letters in minutes

  • Developed by professionals with over 30 years of experience working at the forefront of compliance & risk
  • Meeting the highest standards of AAT, ACCA, AIA, ATT, CAI, CIMA, CIPFA, CIT, CPAA, IAB, ICAEW, ICAS, ICB, ICPA & 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 Read how to add to your trial now

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.

Over 60 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 60 smart service schedules, outlining both your and your client’s key responsibilities, and which we are always updating for you to meet changing regulations. These also come pre-loaded with GoProposal, along with wizard-generated services and pricing.

Smart Terms & Conditions

Terms and conditions can be expensive to produce, are difficult to understand and unless produced by an accounting industry expert, are unlikely to cover you for all eventualities. We have brought in one of the UK’s leading risk experts who specialises in professional services, to craft the most comprehensive set of Terms & Conditions to better protect your firm.  These can be easily updated as your firm grows and evolves and includes a GDPR compliant Privacy Notice.

Set Liability Caps that will actually hold-up

In order to protect yourself, your clients and your firm against unnecessary risk, you need to limit your liability. One way to do that is to set a reasonable LIABILITY CAP for your client engagements. But getting this right is a minefield. So to help you to navigate this minefield and overcome this problem, we have developed the Liability Caps feature.

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?

The OverSuite Foundation pack costs £37/month and includes: Terms & Conditions, Privacy notice, Letterhead and Scopes for Limited Companies (audit and non-audit), Sole Traders, Partnerships, Trusts, Individuals, LLPs (audit and non-audit), Disengagement Letters & Authority Letters.

The OverSuite Not-For-Profit Add-On costs £12/month and includes: Engagement letters for Charities (audits, independent examinations and accounts preparations), Community Interest Companies (CIC’s), Clubs (CASC) and not for profit unincorporated organisations.

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, Liability Caps and a full Service List. So GoProposal is still required to fulfil the delivery of OverSuite.

Will we be fully protected with these?

Yes. We have worked with the country’s leading experts in the area of risk and compliance for the accounting industry. They are also constantly updating and will be updated for you with any regulatory changes, to remove any vulnerabilities for you going forward.

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