Punchcard product updates

Word Add-in

Features

• Cleaner citation look: Cited figures are no longer marked with a superscript number or a change to the figure's font. Citations are now shown as native underlines: lavender for unreviewed, green for validated, and red for flagged. Click any citation to open its evidence and reasoning.
• Citation highlights switch: A new setting in Settings lets you show or hide the citation underlines without touching the document text. Where Word can't draw native underlines, toggleable outlines are used instead.
• Edit your document by chat: CoAudit can read the document's paragraphs along with their citations, insert or replace text, and cite figures to evidence. Replacing existing text asks for your approval in Manual mode, and if the document isn't yet attached to an engagement, CoAudit asks which one first.
• Undo CoAudit's edits: CoAudit can take back its document edits, newest first. Anything you changed since is skipped and reported.
• Selected content travels with your message: A chip above the chat box shows the selected text or table cells that will accompany your next message. Dismiss it to leave the selection out.
• Reasoning for checked figures: CoAudit can attach its accuracy reasoning to figures it has checked.

Improvements

• Older numbered citations are converted to the new look when you open a document, keeping their recorded colors and underlines.
• Existing citation numbers stay in order (1, 2, 3…) when citations are added or cleared in older documents.
• Reviewing a document no longer disturbs citation underlines that haven't changed.

Fixes

• Converting older citations or correcting a cited figure no longer alters the figure itself, including its font and digits.
• CoAudit now refers to citations in a way that matches what you see in the document.
• Selections in the document stay attached to your message even after you save the file under a new name.
• Tables are read correctly in more cases when cell details are unavailable.

Request panel

• Cleaner layout: The Request panel on the board has new spacing, headings and property pills. The Request ID sits above the title. Requested documents now reads Requested files, and the Workpaper has its own section.
• A fuller ⋯ menu: One menu now holds New sub-request, Sub-requests from a table…, Move to…, Add workpaper, Mark as read / unread, Copy, Make a copy… and Delete.
  • Copy offers the ID, URL, title, description, or the title as a link, and each choice confirms what it copied.
  • Make a copy… opens the create form prefilled from the Request, keeping its due date, audience and assignee. Nothing is saved until you submit it.
• Activity is easier to scan: Runs of events collapse behind a "Show N events" row. Resolved comment threads collapse to a single row that you can reopen from anywhere on it.
• Resolve or reopen from any comment: A reply's ⋯ menu now offers Resolve thread / Reopen thread, so you don't need to scroll back to the top.
• All / Comments / Activity tabs: The discussion area has these three tabs. "View thread" on a resolve entry now opens the thread even if the current tab would hide it, including on the full Request page.
• Faster loading: The panel shows a preview of the Request while it loads, so content doesn't jump into place.

Request list and board

• Inspector follows keyboard focus: Moving through list rows with the arrow keys updates the open panel to the focused Request.
• Faster hover on list rows, with refined pills, spacing and scrollbars.
• Search folds into a magnifier when the header is narrow. ⌘F or "/" opens it across the whole header.
• Two export options: Export status report… and Export files… are now separate. Files and workpapers are offered together only when the engagement has workpapers.
• Board view settings no longer overflow when many groups are hidden.

Excel add-in

• Citation highlights switch: Under Settings ▸ Workbook you can turn off the shading on Cited, Validated and Flagged cells. The setting is saved in the workbook, so it travels with the file. If a change fails partway, for example on a protected workbook, the switch shows the workbook's real state.
• One-click browser sign-in: The browser page shows the code from your Excel or Word window and the account you're signing in with. If the codes match, one click on Connect completes sign-in, and nothing needs typing. A sign-in from a different network from the pane's asks for your password and shows a warning.

Clients

• Better website logos: Client avatars can use the logo from the client's website. Punchcard picks the highest-resolution icon and supports SVG and newer image formats. It finds logos on more sites, including sites with older security certificates, and rechecks sites it couldn't read at first.

Sampling

• Type each stratum's cut point directly in its row. The amount is checked before it is applied, and currency symbols are optional.
• Cut points drag anywhere along the bar and can move past each other.
• Currency formats read correctly: Suffixes such as "лв." and "د.إ" now work when you type a cut point. A precise cut point also stays exact if you tab through its field without typing.

Emails and fixes

• Activity digest emails are redesigned. Repeated uploads are folded into one line, and changes that were reverted are left out.
• Copy URL on a Request now links to the Request's own board.
• Skip link now goes to the visible CoAudit chat.

New: Stratify Random samples by amount

• Random sampling can now split a numeric column into amount-based strata (ranges), not just by distinct text values.
• Drag cut points directly on a visual bar, or use Suggest to propose cut points automatically (equal-dollar ranges or a statistically optimized method) along with how much of the sample each stratum should receive (even split, proportional to size, or an allocation that favors strata with more variation).
• Each stratum shows its item count and lets you set its own share of the sample as a count or a percentage.
• Sampling receipts (Excel and PDF) document each stratum's range, item count, and how the sample was drawn.

New: Sampling methods for subrequest table imports

• When adding subrequests from a pasted table, you can now choose a sampling method — Random (including amount stratification), MUS, High Value, or JE Testing — so only the sampled rows become subrequests, with the sampling run saved for your receipt.
• If creating subrequests fails partway through, the import dialog now stays open so you can retry without re-pasting or losing your sample.

Fixed

• The request panel's Add workpaper option is back for firms still using the classic workpaper builder; requests that already have a workpaper continue to show a one-click Open workpaper button.
• The privacy lock icon on a request's header no longer gets visually clipped, which had been preventing it from opening.
• Several accessibility and polish improvements to the sampling panel: better color contrast on warnings, visible focus outlines for keyboard navigation, larger click targets on strata handles and buttons, and respect for reduced-motion settings.
• Minor visual fixes on the engagement board: the Add button stays circular, category colors are preserved when reordering groups, and sort-direction icons are now consistent.

Bug Fix: more reliable cell writes from Python-based analysis When CoAudit uses its in-browser Python analysis to fill in workpaper cells in the Excel or Word add-in, those writes now consistently show an approval request in environments that require manual review — previously, this kind of write could stall with no prompt to approve it. If the underlying analysis is no longer available (for example, after reloading the add-in), CoAudit is now told to redo the analysis and resend the write instead of leaving the request stuck.

AI: default chat model restored CoAudit's default chat model is back to GPT-5.6 Terra at medium reasoning effort across web chat and the Excel/Word add-ins, after briefly defaulting to a model without a verified accuracy track record. You can still pick a different model from the picker.

UI: model picker adapts to narrow chat panels The model-and-effort selector in the chat composer now shrinks in steps as the panel narrows — showing a shorter label, then just the effort level, then an icon — instead of being cut off at small widths.

Fixes

• Comment editing now opens with your original text. Clicking Edit on a comment previously opened an empty box instead of showing what you'd written.
• Keyboard navigation in list view no longer goes dead after a click. Arrow keys, Home/End, and type-ahead search now keep working on a row right after you click it.
• File moves between General and subrequests are clearer and safer. The "Move to…" picker now only appears when there's an actual valid destination — no more opening a list where nothing can be selected. Undo (including ⌘Z/Ctrl+Z) now only works while its confirmation message is still visible, so it can't accidentally undo an older move.
• New Task's Category and Assignee selectors no longer disappear while the rest of the page is still loading.
• Closing a menu inside a dialog no longer leaves the page unresponsive to clicks.
• Large "Add subrequests from a table…" imports no longer time out partway through for bigger pasted tables.
• CoAudit's automation history no longer shows a bogus "Run sample" entry for steps that don't actually run anything.
• Uploading files from the board's quick-upload panel in CoAudit no longer shows a false error — files that had actually uploaded successfully previously displayed a confusing "issue" message.
• Notifications are more resilient to brief hiccups loading your unread count, instead of dropping your live connection.

Board

• Customize categories directly on the board: rename, recolor, and reorder categories from the new Categories panel (Display menu) or by right-clicking a category header — changes apply instantly across headers, cards, and the panel for everyone on the engagement.
• Drag rows into a custom order: dragging a request or task within its group now places it exactly where you drop it, automatically switching that view to Manual ordering (with an Undo toast if you change your mind).
• Set default view for everyone: auditors can publish their current board arrangement — layout, grouping, sorting, and filters — as the shared default for the whole engagement team and for clients.
• Renumber now works under any sort order, in both Board and List views (previously it only worked when sorted by Manual or Identifier). Repeated renumbering also keeps same-named items in a stable order instead of shuffling them.

CoAudit Chat

• The model picker pill now always names the AI model that will actually respond (e.g. "GPT-6.1 Sol · Medium") instead of an ambiguous "Default." It opens into a streamlined panel with an effort slider, a one-click jump to the fastest setting, and a reset to the recommended model and effort.
• Rename an open chat directly from its options menu in task chat, in addition to renaming from the chat history list.
• "Manage skills" and "Add skill" are back in the composer's "+" menu.
• Large AI-built spreadsheets and multi-tab workbooks are far less likely to be rejected for size — the AI also now knows to build large datasets in steps when needed.

Clients

• Client and engagement creation now use a streamlined flow with clearer empty states, and engagement settings (members, categories, roll-forward, reference documents) are reorganized into clearer sections.
• Removed a redundant "Settings" option from the engagement view's own menu, since that view already is the engagement's settings.

Fixes

• A subrequest's title now updates immediately everywhere it's shown after a rename, instead of requiring a page reload.

New

• Add one subrequest at a time, instantly. The "+" button on the Subrequests heading now opens the New Subrequest form directly, pre-filled with the same fields your other subrequests already use — just fill in the values and create it.
• Edit subrequests as a table. When a request's subrequests are organized as a table, the "⋯" menu now includes Edit as table…, letting auditors add, change, and delete subrequests together in one dialog. Paste a block of data from Excel or type new rows directly — pressing Enter moves down a column just like a spreadsheet.
• Review before you save. Before any table edit is applied, a review screen shows exactly what changed — new rows, updated values, and any subrequests that will be removed, including what they contain (such as uploaded files or comments) — so nothing is deleted by accident.

Improved

• Deleting a subrequest that has files, comments, or an in-progress status now asks for an extra confirmation, and the Save button clearly states how many subrequests will be removed.
• Closing the table editor with unsaved changes now asks before discarding your edits.
• Subrequests entered as free text (just a title, no structured data) now display properly inside the subrequests table instead of being left out.
• A note now appears when there are more columns to see by scrolling sideways in the subrequests table.

New: Move documents between General and subrequests

• Drag-and-drop or menu-based moves: On a request that uses subrequest tables, any file can now be moved between General and a subrequest — drag the file onto another row, or use the new Move to… option from the file's menu or the selection toolbar. A searchable list shows every available destination.
• Undo included: Most moves can be undone right from the confirmation message, restoring the file to exactly where it was.
• Safeguards built in: Moving a file that would delete verified or reviewed work prompts for confirmation first. Moving a file whose document group is shared with another workpaper clearly names who else will see it before you proceed.
• Available to clients too: Clients can move their own documents between General and the subrequests they have access to; destinations they can't use are shown with a plain-language reason (e.g., "Managed by your audit team").
• Dragging multiple selected files shows a count badge so it's clear the whole selection is moving together.

Improved: Keyboard navigation in request lists

• Arrow keys now move through requests and their subrequests in a natural top-to-bottom order, automatically expanding and collapsing subrequest groups as needed.
• Left/Right arrows fold and unfold subrequests, Home/End jump to the first or last item, and typing a request's name jumps straight to it.
• Screen reader support for the request list has been improved, with clearer announcements of structure and loading states.

Fixed

• Fast typing in request lists: Quickly typing a word like "Cash" or "Legal" while browsing the request list no longer gets hijacked partway through by a keyboard shortcut, which previously sent the rest of the word into the wrong search box.
• Clearer move notices: When moving a file into a document group shared with another workpaper, the confirmation now plainly states where the file is going and who else gains access to it.

Improved: AI-assisted workpaper reliability

• Strengthened safeguards around AI-assisted cell edits in workpapers — edits are now verified against the exact cells intended, and actions on spreadsheets with multiple sheets or very large data ranges are better protected against being applied to the wrong location.
• Improved accuracy of AI-generated citations when similar values appear in multiple rows of a document.

Requests & Subrequests

• Paste a table, get real subrequests. Pasting rows under a request (or importing Excel/CSV) now creates one subrequest per row — each with its own status, assignee, due date, files, and comments — instead of a static selections grid. Choose Show as: Table (a compact row-per-item view inside the request) or List at any time, and switch later from the request's ⋯ menu without losing any data.
• Edit values directly in the table. Auditors can edit a subrequest's values inline, rename or remove a column across every row, and reorder or clear values. Clients can upload documents, comment, and submit each row for review, keeping updates organized line by line.
• Download the table anytime. The pasted table is available as a generated attachment on the request (Excel), and a Sampling receipt (Excel + PDF) remains available for tables created from a sampled list.
• CoAudit can work with your tables. Ask CoAudit to read a subrequest table, edit a value, add rows, or switch the view — changes appear immediately in the request.
• A General row inside the table keeps the request's own documents (not tied to a specific row) easy to find and upload to.

Fixes

• Engagement invite emails and the activity digest now link directly to the correct engagement or request instead of a dead page.
• The Punchcard logo in notification emails now displays at its correct size instead of appearing squashed.

Office Add-ins

• Updated ribbon labeling in the Excel and Word add-ins for consistency.

Fixes

• Co-Audit citations and attachments now open reliably: Clicking a cited file or an attached file in a Co-Audit conversation previously did nothing on most pages outside a task's document viewer. It now opens correctly everywhere — on pages without their own document viewer, Co-Audit opens a full-screen preview right in the chat panel that jumps to and highlights the cited passage, with a Download option once the file is ready. Unsupported file types show a clear message instead of failing silently.
• More dependable deleting of clients, engagements, and team members: Deleting a client, engagement, or team member could previously fail unexpectedly in certain situations. These deletions now complete reliably. Team members who are removed keep their name and profile on past work so audit history stays attributable, no longer receive any further emails from Punchcard, and can still be added back to older engagements to credit their work without restoring their account access.

Features & Improvements

• Redesigned task and request creation: The "New Task" / "New Request" modal has been restyled for a cleaner, faster creation flow. Client and engagement names now appear immediately when opened from a board (no blank placeholder while loading), the form can be expanded for longer descriptions, and you can submit with ⌘+Enter (Mac) or Ctrl+Enter (Windows) from anywhere in the form.
• Easier template browsing: The "Use a template" picker (on the web and in the Excel add-in) now has All / Punchcard / Firm / Personal filter tabs, each showing how many templates match your search — making it faster to find the right one.
• CoAudit in Excel handles large data imports more reliably: CoAudit can now write large sets of calculated results (hundreds of rows) into a workbook in one pass instead of retyping them value-by-value, significantly improving accuracy on big imports. It can also read text from scanned documents more thoroughly and view PDF pages — including filled-in form fields — when researching your files.
• Longer CoAudit tasks in Excel no longer get cut off: Bulk data imports, multi-step reviews, and other long-running CoAudit jobs in the Excel add-in now run to completion instead of stopping partway through after about 15 minutes.

Bug Fixes

• Fixed an issue where filled-in form fields and annotations in PDF documents (typed values, checkboxes, highlights, stamps) appeared blank in the document viewer, even though that information was already available elsewhere. These now render correctly.
• Task chat history now shows chats that teammates started on the same task, not just your own conversations — restoring visibility that was previously lost.
• Fixed a rare issue where a task's privacy toggle could silently revert to its previous state shortly after being changed.

Fixed

• The Privacy toggle on a task's property panel no longer closes unexpectedly when it's tucked inside the "More properties" overflow menu — it previously could appear to do nothing when clicked from that location.

Requests & Accepted-Request Tracking

• Client edits to an Accepted request no longer send it back for review. Instead, auditors see an amber "Changed since accepted" flag on the request's row, card, and detail panel. Opening it shows who changed what and when; a Mark reviewed action clears the flag and records that it was reviewed. Any status change also clears it automatically, and the board can be filtered to just the changed requests.

Comments & Discussions

• Comment threads can now be resolved and reopened. A visible Resolve button appears on each open thread; resolving collapses it to a single line showing who resolved it and when, with a Reopen control alongside. An All / Unresolved filter is available wherever discussions appear — request pages, the board's quick-view panel, and workpaper cell comments.
• Reactions: comments now support reacting with any emoji, not just a thumbs-up.
• Mentioned people and files become clickable once a comment or description is saved — clicking a person opens a card with their role, email, and quick actions (send email, add a comment, or start a Teams chat between auditors); clicking a file opens it in the document viewer.

Task & Request Creation

• Creating from a template now uses a simpler, searchable picker (Personal/Firm/Punchcard templates) with a preview before you create — available to firms still using the classic workflow builder. Old template share links are no longer supported and show a clear notice instead.
• Deleting a request now shows the word "request" (not "task") in the confirmation dialog when the deleted item is client-visible.

Board Improvements

• Hovering a property badge (status, priority, due date, assignee, category, comments, and more) now opens a quick preview with relevant detail — for example, time spent in each status, or recent unresolved comments.
• Keyboard shortcuts: press S, P, or A while hovering or focused on a task card to jump straight to its status, priority, or assignee picker.
• Due dates can be set by typing common phrases like "7 days" or "Feb 9", and the due-date picker offers quick presets.
• List columns like due date and category now stay hidden automatically when no items on the board use them, with the option to force a column always visible or always hidden.
• Task and request row actions now open via right-click, long-press, or keyboard (Shift+F10) instead of a hover button, freeing up row space for properties.

Excel & Word Add-in (CoAudit)

• Apply a workpaper template directly in Excel: pick a saved template, preview its structure, optionally fill it with an existing request's data and documents, and insert it as a new sheet — with an easy Undo.
• Citation highlight colors can now be customized per firm in Excel — cited, validated, and flagged highlights are standard cell styles your firm can recolor, and every highlighted cell updates automatically.

AI

• The opt-in "Max" reasoning option in CoAudit chat now runs on an upgraded flagship model.

Features

• Redesigned Clients workspace — Browse your clients and their engagements in a single searchable outline. Select a client to view and edit its details and appearance, or select an engagement to manage its settings and team, all without leaving the page. Keyboard navigation and multi-select make it faster to work across engagements.
• Create from anywhere — A single Create menu on both Home and the Clients page lets you add a new client or engagement right where you are, without navigating to a separate page.
• Profile photos — Upload, change, or remove your own profile photo from the account menu. Your photo now appears throughout Punchcard in place of your initials.

Improvements

• Optional audit periods — Audit period dates are no longer required when creating or updating an engagement. If you set just a start or end date, the other is now filled in automatically as a one-year period.
• Request inspector — A new menu next to a request's title in the quick-view panel keeps the "Open workpaper" / "Add workpaper" action out of the way until you need it.
• Home tips — First-visit tips now show your progress through the set and let you skip all remaining tips at once.

Fixes

• Unresolved comment counts and filters on a task's activity stream no longer include automatically generated system notes, matching the counts shown on the board.

Sub-requests for breaking down PBC requests

• Split any request into individually trackable sub-requests — add them one at a time, or create a batch by pasting a table (one sub-request per row) using the same sampling options available elsewhere in Punchcard.
• Accepting a request with open sub-requests offers to accept all of them at once, with an Undo if you change your mind.
• Move a sub-request to a different request, detach it as its own standalone request, or reorder sub-requests by typing a new position.
• A sampling receipt (Excel and PDF) is available whenever sub-requests were created from a sampled table.

Clearer client submission controls

• Clients now see a single, focused status control: Submit for review, Withdraw a submission, or Reopen an accepted request — each applies instantly with an Undo option instead of a confirmation dialog.
• Adding a comment or uploading a file to an accepted request automatically sends it back for review, with a clear notice beforehand and Undo afterward.
• After a client uploads files to a request that hasn't been submitted yet, a gentle nudge offers to submit it for review right away.

Redesigned Home for auditors

• Home now shows your engagements in a sortable, filterable list (Active, Archived, or All) with search, grouping by client or status, and progress at a glance.
• Expand any engagement row to see an unread-first activity feed for that engagement.
• Clients who belong to more than one engagement now get their own Home to switch between them.
• A "Latest from our changelog" column keeps you up to date on what's new in Punchcard without leaving Home.

Engagement Activity tab

• A new Activity tab on the engagement board shows the full history of comments, file uploads, and status changes across every request and task — filterable by Everyone, Client, or Team, with an unread count and a "mark all read" option.

CoAudit understands what's on your screen

• CoAudit now picks up on what you have open or selected — the file and page you're viewing, the tasks selected on a board, the statement or checklist item in Financial Statement Review — so follow-ups like "this file" or "this finding" just work without re-explaining.
• CoAudit can also look up and act on a different task, engagement, or client by name from any chat, not just the one currently on screen, and always confirms before changing something you're not looking at.

Financial Statement Review

• Rotate pages that were scanned sideways directly from the viewer's zoom controls, so landscape documents display right-side up.

Client organizations

• Auditors can now upload a custom image for a client, or choose any color for their initials avatar.