Bit of a rambling post here...
I've been using BTC for almost 3 months. Now that I've done a fair few personal tax returns and CT600's (short form) I've got the hang of it and it's very quick to use. I am very pleased with the tax modules but I am only just starting to scratch the surface of the Practice Management side of things. What I am trying to do at the moment is setup templates for any recurring letters to clients using the database header. So things like tax questionnaires tailored to my type of clients with a gap for client specific info to be entered. Management rep letters also.
I am still using an excel spreadsheet to manage tasks - I would like to move all tasks on to BTC so it is centralised but I'm not sure it would be quicker or more efficient than excel...
I have started attaching files to clients - so things like PDF scans of discussion notes, but I am not all out using it as a filing system as I'm not sure it is flexible enough for my needs....
...I'm curious to know how far other BTC users are pushing the PM module and whether I'm missing any tricks?
I also do not know what is on their roadmap for development - if Andrew is around it would be useful to perhaps share that side of things with your Aweb users?
As a side topic perhaps a BTC discussion group would be worth considering?