GoProposal Ideas Portal

Option to edit Oversuite documents such as the professional clearance request

Pulling the oversuite documents directly from the proposal is a great idea, however it's a shame these documents aren't customisable like the other areas of GoProposal are.

  • Guest
  • Jan 11 2024
  • We're Taking A Look At This
  • Attach files
  • Jason Butler commented
    10 Jan 11:26

    Totally agree there are a lot of items missing from the letters and the format of them looks shocking when you edit the line items as the wording is all set to centre on wrap around text.

    See attached file of a draft one I prepared.

    If I sent this to another firm of accountants I would be embarrassed.

    THERE IS ALSO NOWHERE TO PUT THE NAME & ADDRESS OF THE PREVIOUS ACCOUNTANTS AGAIN THIS IS UNPROFESSIONAL BECAUSE IN PRACTICE WHO ACTUALLY KNOWS THE FIRST NAME AND SURNAME OF THE PREVIOUS ACCOUNTANT ESPECIALLY WEHEN YOU ARE WRITING TO A BIG FIRM.

    In its current state the professional clearance letters are unusable!!!!