GoProposal Ideas Portal

10 Vote

Disengagement letter Respective Responsibilities - allow editing

Feedback on disengagement letters 1: In the disengagement letter there is a paragraph titled "Respective Responsibilities". The text is too generic (not detailed enough) for what most other accountants ask for. It currently just says we will provi...

Created 11 Feb 12:16 by Guest

Key Documents / OverSuite

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3 Vote

Ability to discuss tax affairs with spouse

Include cover in proposals to enable us to discuss tax affairs with a spouse

Created 25 Jun 20:28 by Emily Wilson

Templates

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9 Vote

Practice Management in GoProposal

For GoProposal to build it's own practice management system.

Created 01 Jun 14:57 by Danielle Fisher

New Feature

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1 Vote

When using multiple entities there needs to be an option for Trusts

When using multiple entities there is no option for Trusts or Charities, these should be in there as they are options for Letters of Engagement.

Created 27 Feb 14:29 by Russell Henderson

Create Proposal

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1 Vote

<h1>hello</h1>

<h1>hello</h1>

Created 24 Feb 17:34 by Guest

Electronic Check

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2 Vote

Automatic emails to be received for signed proposals and letter of engagement

Once a proposal has been signed, a copy of proposal and LOE should come through automatically

Created 15 Oct 11:35 by Guest

Key Documents

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9 Vote

Ability to download reports by services/line items would be very useful

We are constantly adapting and trying to improve our workflows so would find it very useful to be able to run a report on which clients have specific services or line items in their current proposals.

Created 07 Apr 11:50 by Andrea Thomas

New Feature

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1 Vote

Multiple or Dropdown to other versions of Terms & Conditions

We have two companies here, each with their own terms and conditions. Therefore it would be handy if we could have a drop down in the T&Cs so we could pick which version we need.

Created 18 Feb 07:02 by Guest

Templates

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6 Vote

Export line items with client information

To be easily able to generate a list of clients that have signed up for a certain service. Particularly useful if a certain service is outsourced and you need to send a client list to the outsourcer.

Created 03 Apr 10:40 by Oliver Blackmore

Configurations

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1 Vote

Ability to be able to amend the wording on AML texts and e-mails to client

Ability to be able to amend the wording on AML texts and e-mails to client

Created 14 Feb 15:32 by Guest

Electronic Check

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