Chrome extension
Audit Helper.
Your auditor's request list tells you what they need. It doesn't tell you who on your team is doing it, or when it's due on your side. Audit Helper adds that to the CCH Engagement Organizer — and your auditor sees none of it.
- Product
- Audit Helper — Chrome extension
- Works with
- CCH Axcess Engagement Organizer
- Stores data in
- A Google Sheet you own
- Publisher
- Applause Consulting
Three chips on every row
Each request item picks up an owner, an internal due date and a status, sitting right under the description the auditor wrote. Click any chip to change it. Everything lives in a Google Sheet your team shares, and reminder emails go out automatically.
The extension never writes to CCH
It reads the request list the page has already loaded and draws on top of it. Nothing is sent to the auditor, nothing is changed in the engagement, and no data reaches Applause Consulting — there is no publisher backend at all. Full detail in the privacy policy.
Find your own work
An Assigned to dropdown sits next to the organizer's own Pending and Completed tabs — a separate control on purpose, so the two combine. Pending + My items gives you your outstanding work, which a sixth tab couldn't express.
- Everyone
- Everything — the default
- My items
- Just yours
- Unassigned
- Nobody has picked it up yet
- A teammate
- Just theirs
Each option shows a count, and empty sections collapse — so "My items" is a short list rather than a wall of headers.
Statuses that keep themselves in step
Status runs Open → In Progress → Ready → Submitted → Done, and reminders stop once something is Submitted or Done. Mark an item Completed in CCH and the tracker follows; if the auditor rejects it, it drops back to In Progress and the reminders start again, because it needs rework. A status you set by hand stays put until CCH's own state actually changes.
The emails
- You’ve been assigned something
- Right away
- Due soon
- 7am, three days before your internal due date
- Overdue
- 7am daily, until it’s done
- Weekly digest
- Monday 7am — everything still open, per person
- Daily digest
- 7am on weekdays — what moved yesterday, what’s overdue
The daily digest is different — it reports on everyone, for whoever is running the engagement rather than working the items: what moved yesterday, what’s overdue, how much is open per person, and what nobody has picked up. Who gets it, and when the mail goes out, is set on the sheet’s Settings tab.
A minute after you assign something, a note in the corner of the screen confirms the email went out — or tells you it couldn’t.
They’re sent by a Google Apps Script running in your own account, against your own sheet.
The toolbar button
Click the Audit Helper icon in Chrome’s toolbar — pin it from the puzzle-piece menu if it isn’t there — to open the shared sheet itself, or the connection settings. It opens from cache, and keeps showing the link even while the sheet is briefly unreachable.
Setting it up
One person does it once: create a Google Sheet, paste in the companion Apps Script, deploy it as a web app, and hand out two values. Everyone else just installs the extension and pastes them in.
Read the setup guide ~10 minutes, one-time
Audit Helper is built and maintained by Applause Consulting. If you'd like it pointed at your engagement — or you want something like it for a system that isn't CCH — get in touch.
Setup instructions Ask about Audit Helper Privacy policy
Not affiliated with, or endorsed by, Wolters Kluwer or CCH. Why we built it