GoProposal Ideas Portal

1 Vote

New line item for "taxation services provided" to a firm of solicitors

Engaging with a firm of solicitors to undertake tax work on behalf of their clients (so they do all the due diligence AML work etc) CGT Calc sand or submission for inheritance tax cals, trust registrations etc. We bill the solicitor not their clie...

Created 26 Mar 12:17 by Guest

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2 Vote

OverSuite: Login straight to the Dashboard

When I login to OverSuite it takes me to the engagement letter creation page. This would be better if it went to the dashboard as I need to create a new individual/company or check on previously sent engagements more often than wanting to go strai...

Created 12 Mar 15:22 by Sophie B

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1 Vote

AAT logo to be added to professional legend

I am licensed by AAT as a bookkeeper (AATQB). AAT suggests in their Logo guidelines for AAT Licensed Accountants / Bookkeepers that as a licensed AAT Bookkeeper, I am entitled to use the appropriate logo with the relevant license wording.

Created 06 Mar 10:36 by Annette Rieger

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14 Vote

Make Letters of Engagement Printable for Manual Signature

There are still some legacy clients that will need to manually sign a printed engagement letter. It would be helpful if the engagement letter could provide a space for this with the option to print.

Created 25 Apr 14:09 by Danielle Fisher

Create LOE / OverSuite

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2 Vote

AAT logo added to professional body legend

to enable AAT member firms to use the AAT logo on letterhead

Created 09 May 10:41 by Guest

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1 Vote

Ability to change trading name that engagement paperwork comes from

If the firm operates under two trading names for different aspects of work (eg. ABC Limited for general accountancy and ABC (Audit) Limited for Audit work) then the ability to select which name appears on the engagement paperwork for general v aud...

Created 09 Jul 08:58 by Victoria Ferguson

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2 Vote

ACCA logo added to professional body legend

to enable ACCA member firms to use the ACCA logo on letterhead

Created 05 Apr 10:10 by Guest

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0 Great Idea Currently In The Works
2 Vote

Allow a logo in the Letterhead without having Oversuite

At the moment you can only include a Logo in your Letterhead if you are using Oversuite. However Oversuite is not available in my country and so we cannot use it therefore we cannot use the logo feature. In my country it is compulsory to have the ...

Created 06 Feb 12:02 by Guest

Create LOE / New Feature

0 Great Idea Currently In The Works
1 Vote

Ability to add section to engagement letter T&C's

Currently we don't have the ability to add new sections within the Oversuite engagement letter terms and conditions. This can't be done in between two existing sections or even at the end of the document.

Created 16 Jan 16:09 by Guest

Create LOE / OverSuite

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