Every year, every firm we know goes through the same painful ritual: cloning hundreds of recurring engagements forward into the new Assessment Year. Most firms script it badly, and a handful do it by hand.
The bulk rollover wizard takes the entire client base, lets you filter by client type or referrer, preview every change, override on a per-client basis, and then commits the rollover atomically with full audit trail and notification fan-out. The hardest part wasn't the cloning — it was the preview.
Previews need to be fast and trustworthy. We compute them in a background job and stream results to the wizard, so a 500-client preview surfaces in under a few seconds. Users can drill into any row, change any field, and re-run the preview. Only when they hit commit do we materialize cases.
The result: a week of partner-level work becomes an afternoon of partner-level review.