GoProposal Ideas Portal

1 Vote

Can we incorporate our client code within either your ID or as a separate field?

It would be great to be able to search by our client code and or alphabetically on business code or surname of individual client

Created 28 Nov 14:46 by Guest

OverSuite

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21 Vote

Automated clearance letters

As with the engagement letter, clearance requests could be assigned in the line items and generate an internal document when the proposal is accepted. It could be attached on the same "WAHOO!!!...." email with the LOE.

Created 22 Jun 09:12 by Guest

OverSuite

2 We're Taking A Look At This
4 Vote

Schedule of Service for Tax Enquiries please

We sometimes have to help clients with HMRC Tax Enquiries but don't currently have an Oversuite Schedule

Created 17 Jun 15:47 by Guest

Service Schedule request

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1 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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16 Vote

We would like to be able to edit the Oversuite Disengagement letter

Disengagement letter is great except the last paragraph which talks about signing and returning a duplicate letter. We do everything by email and would email the letter to our client. Therefore we would want them to email back. The last paragraph ...

Created 13 May 14:31 by Guest

Key Documents / OverSuite

0 Great Idea Currently In The Works
4 Vote

Add client responsibility for confirming their employees eligibility to live and work in UK to the standard payroll engagemet letter

Add the following point to client's responsibilities section of payroll engagement letter... "Completing checks on a new employee’s eligibility to live and work in the UK in accordance with current legislation."

Created 12 Mar 14:53 by Guest

Engagement Letter Request

1 One For The Future
12 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

2 We're Taking A Look At This
9 Vote

Oversuite Docs to use most recent branding

At present, the branding on Oversuite Docs (professional clearance, disengagement etc) use the branding that was in place at the time of the original proposal, and not the most recent. If you go through a re-brand this would mean any documents tha...

Created 22 Sep 10:24 by Guest

OverSuite

5 Great Idea Currently In The Works
8 Vote

Oversuite Schedules for share transfers and share splits

I have to complete a share transfer form and also split some shares for a client.

Created 06 Jun 15:01 by Guest

OverSuite / Service Schedule request

3 Great Idea Currently In The Works
9 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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