Sub-Requests, a Redesigned Home, and Context-Aware CoAudit

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.