I think I would like to see some custom fields that I can query on in the templates.
One example is to add in a field to indicate whether client wants a pdf or a printed copy(ies) of the tax return. My letter can then be changed to indicate what I am giving them: ie: a printed summary and a PDF of their tax return or a complete printed copy(ies) of their tax return. This would apply for all tax returns both corporate and personal.
I think it would make sense to have the custom fields on the engagement manager.