Discover Oversuite
Smart engagement letters for smart accountants
Meet the highest compliance standards
Created by industry experts, OverSuite is continuously reviewed and updated to ensure you remain compliant. Every quarter, members receive a quarterly review to inform them of any changes resulting from legislative updates.
Simplify client engagement
Gone are the days of relying on engagement letter templates and deciphering difficult language. OverSuite engagement letters are robust enough to give you the protection you need, yet clear enough in language for your team and your clients to understand.
Key Features
Discover how OverSuite will give you the system & confidence to create engagement letters that meet the highest compliance standards.
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.
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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
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
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.