Tax & compliance · Chennai, India · 14 people · 312 recurring engagements
Iyer Consulting
From a week of grunt work to a one-click rollover
312
cases rolled in one click
1 week → 1 hr
AY rollover time
0
manual case creations this quarter
The challenge
Every Assessment Year transition meant a week of partner-level grunt work — manually cloning hundreds of recurring engagements with subtle per-client overrides.
What we did
Used the Bulk AY Rollover wizard with a server-side preview of every change.
Applied per-client overrides on the small subset that needed them, all from inside the preview.
Committed the rollover atomically with audit trail and notification fan-out.
The outcome
312 cases created in a single preview-and-confirm flow.
A week of partner-level work became an hour of partner-level review.
Notifications reached every client automatically with the new AY context.
“April rollover used to mean a week of grunt work. With Taxos we created 312 cases in one preview-and-confirm flow.”
Priya Iyer
Founder, Iyer Consulting
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