Audit Helper — Assign Organizer Tasks to Your Team

Audit Helper adds team assignment to the CCH Axcess Engagement Organizer. BEFORE YOU INSTALL: Audit Helper needs a one-time setup, about ten minutes, done by one person on your team. You need client access to a CCH Axcess Engagement Organizer and a Google account. It does nothing until it is connected. Setup guide: https://applauseconsulting.com/audit-helper/setup/ When your auditor sends a request list, the organizer shows you what is needed but not who on your team owns it. Audit Helper adds three controls to every request item — who it is assigned to, your own internal due date, and a status — without changing anything your auditor sees. • Assign any request item to a teammate • Set an internal due date, earlier than the auditor's if you want lead time • Filter the list to just your items, or to anything still unassigned • Track status through Open, In Progress, Ready, Submitted and Done • Marking an item Completed in the organizer updates your tracker automatically • Open the tracker sheet straight from the toolbar button • Bring in a teammate with a one-line invite Everything is stored in a Google Sheet that you create and control. A Google Apps Script you deploy sends assignment notices, due-date reminders, overdue nudges and weekly digests to your team, plus a daily activity digest to whoever is running the engagement. Who gets the digests, and when the mail goes out, is set on a tab of the sheet. If a colleague already uses Audit Helper, ask them for an invite (toolbar button, Copy invite for teammates) and paste it in when the extension asks. Not affiliated with, or endorsed by, Wolters Kluwer or CCH.