12:00pm-12:30pm (GMT) 29th April 2024

Engagement Letter Essentials

The Secret Weapon for Compliance Confidence

Wouldn't our job as accountants be great if compliance wasn't such a headache?

As soon as your new client has signed the dotted line on their proposal, you want to hit the ground running, but instead, you have what feels like a never-ending maze of paperwork to sift through.

There’s an overwhelming choice of software out there to remedy the pain of proposals and compliance, but a 2-in-1 remedy would make your life so much easier.

That’s why GoProposal and OverSuite go hand in hand to take your clients through the onboarding process seamlessly.

Join Chris on 29 April at 12:00pm GMT for a 30-minute session to:

  • Explore the pains and pitfalls of traditional engagement letter processes, and how they can hinder your firm's growth
  • Learn how you can make compliance processes accessible and efficient for every team member with GoProposal & OverSuite
  • Get to grips with revolutionary engagement letters your clients will love, featuring smart service schedules and instant e-signatures
  • Understand how you can make the onboarding experience seamless, from proposal to engagement, with GoProposal & OverSuite

Speaker

Senior Client Success Manager, GoProposal by Sage

Chris Johnson

As a Senior Client Success Manager at GoProposal by Sage, Chris works alongside accounting businesses to help revolutionise the way they price their services and engage with their clients.

With over 3 years' experience under his belt, he’s adept at showing accountants how they can bring confidence and consistency to their sales and compliance processes.