Punchcard product updates

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.

New

• Adjustable pane zoom (Excel): Reviewers can now scale the CoAudit task pane down from the Settings page (the ⋯ menu in the pane header). Steps run from 100% down to 90%, 80%, 75%, 67%, and 50%. The preference is saved per device and applied before the pane loads, so the pane opens at the chosen size with no visible resize.

Improvements

• Consistent work status indicators: Status icons and colors across Punchcard have been unified into a coherent set, making it easier to read work status at a glance across different parts of the app.

Bug Fixes

• Chat citation highlights stay visible when clicking other cells (Excel): Clicking a citation link in a CoAudit chat response opens the source document with the relevant passage highlighted. Previously, clicking any workbook cell without its own linked evidence would clear that highlight. The highlight from a chat citation now persists until you click a cell that has its own evidence, or the viewer resets.
• CoAudit's cell and sheet references stay accurate within a turn (Excel): CoAudit now locks in the cell selection and active worksheet at the moment you press Send, and uses that snapshot consistently across every step it takes in that response — including when it navigates between sheets during its work. This prevents CoAudit from referencing the wrong cell or sheet mid-turn. The same fix applies to queued follow-up messages, each of which carries the selection captured when it was queued.

New

• TIFF files now open in the viewer — TIFF images, including multi-page files, display directly in the workpaper viewer. Every page is scanned for text, so you can lasso selections, place citations, and search TIFF content just like any other document.

Add-in improvements

• Stay signed in longer — The add-in now keeps you signed in for up to 14 days of inactivity and up to 90 days in total. You no longer need to re-authenticate after a day off or a long weekend.
• Jump to any level in the engagement picker — The firm and client names at the top of the engagement picker are now tappable. Tapping opens a menu showing the full navigation path — for example, My Engagements → All Clients — so you can jump directly to any level without stepping back through each screen.
• Browse all clients from My Engagements — An "All clients" link now appears in the My Engagements view, letting you see the full client list without navigating away first.
• Context tab leads with "Browse Punchcard" — When no files are attached, the primary action in the Context tab is now "Browse Punchcard," making it one tap to pull in the engagement's evidence.

New Features

• Follow-up queue in CoAudit: Keep typing while the AI is still responding — additional messages line up in a shelf above the composer and send in order once the current reply finishes. Each queued message can be steered directly into the AI's ongoing response (inserted while it is still generating), reordered by drag-and-drop, edited inline, or deleted. The queue survives a page reload and clears on sign-out. Available on web and in the Excel add-in.

• Selective export: Checkbox-select any subset of tasks on the board or list view, then open the Export modal — every download format (Status Report, .zip archive, workpapers) is automatically scoped to just those tasks. The .zip button displays the count ("Download (5) .zip") so the scope is always visible. With no selection, exports continue to cover the full engagement as before.

• Context usage indicator in CoAudit: A small percentage appears at the left edge of the chat composer once a conversation has used more than 80% of the AI's available capacity, signaling that starting a new chat will give the AI more room to work.

• Longer AI conversation memory: In extended CoAudit sessions, the AI can now look back at earlier parts of a conversation it could no longer directly see, keeping analysis coherent across hours-long workpaper reviews with many tool calls and file reads.

Improvements

• Office add-in ribbon navigation: The Viewer button now steps through three stages in sequence — split view, full viewer, then close — so each press advances one level without jumping unexpectedly. The CoAudit button opens a split alongside the document when a full-screen document is open, rather than replacing it. Selecting a workbook cell no longer switches which tab is visible; evidence loads quietly in the background and is waiting when you open the Viewer.

Bug Fixes

• Export selection no longer sticks: Switching between board and list views now correctly clears any task selection, so the Export button no longer offers a scoped download based on rows that are no longer on screen.
• Excel add-in: selecting a chart or shape no longer disrupts the add-in.
• CoAudit: reopening a conversation no longer occasionally re-ran an AI response that had already been delivered.

AI & Citations

• Citations highlight the correct row, even when a value repeats. When a number or piece of text appears on multiple rows of a table — for example, the same hours figure across several employees in a payroll register — CoAudit's PDF highlight now lands on the exact row it read, not the first matching occurrence elsewhere in the document. Evidence that cited the right value but highlighted the wrong person, invoice, or transaction will now resolve correctly.

Excel Add-In

• "This cell" no longer drifts while CoAudit is working. The cell you had selected when you pressed Send is now locked in for the entire turn. Clicking elsewhere in your workbook while CoAudit processes no longer causes writes to redirect to a different location.
• Result and tick-mark columns receive short codes, not sentences. CoAudit now writes concise marks such as X, PY, or N/A into result columns and places the full explanation in the Reasoning panel — cells no longer contain verbose sentences.
• CoAudit extends existing sheets before creating new ones. When output belongs alongside data already on the screen, CoAudit adds columns to the current sheet rather than opening a new tab.
• Change summary with Reapply after CoAudit writes. After a round of workbook edits, a summary shows which ranges were written with clickable cell references. A Reapply button lets you re-execute the same writes if a connection issue caused them to land incompletely.

Engagement Board

• Task number editor stays open when you move the mouse. The click-to-edit index number input no longer dismisses as soon as the cursor drifts. Cancel explicitly with the ✕ button, the Escape key, or by clicking anywhere outside the editor.

Features

• Reasoning and citations combined in Review: The cell detail panel in the CoAudit Excel add-in now shows a cell's reasoning and all its citations together in one unified view.
• Click-to-view citation evidence: Evidence opens when you click a citation — hovering no longer switches the document view, giving you deliberate control over which citation is displayed.
• Long-press cell references to navigate your spreadsheet: Hold a cell reference link in reasoning text for a moment to temporarily jump your spreadsheet to that cell; release to return. The cited document stays in view throughout.
• Citation box requires a click to resize: A cited region in the document must be clicked once before its resize handles appear, preventing accidental adjustments while you browse evidence.
• Searchable skill picker: Type to filter skills directly in the CoAudit skill picker — find the right prompt without scrolling through your full library.
• Create clients and engagements from the upload flow: While uploading source documents in the Excel add-in, you can now create a new client or engagement on the spot without leaving the screen.
• Simplified add-in settings: Account and engagement settings are consolidated into a single screen with consistent navigation.
• Personalized agent welcome: The CoAudit chat welcome screen now shows tailored suggestion prompts you can edit before sending.

Improvements

• Client directory now paginated: The client list loads quickly with a "Load more" button for large firms, and supports search by client name or external ID.
• Client and engagement creation on mobile: The creation flow for clients and engagements has been updated to work well on touch devices.

Bug Fixes

• Workpaper datasource sidebar toggle: Clicking a datasource's column group name now reliably toggles the workflow sidebar open and closed — clicking while the sidebar was already open previously had no visible effect.
• Match automation resilience: Individual slow record lookups no longer cause an entire datasource automation to fail; affected rows fall back gracefully while the remaining matches complete normally.
• New engagement form: Validation messages now clearly identify each missing field, and the back and cancel buttons return you to the client page you started from.
• Administrators can access the client directory: Firm administrator accounts now have full access to client and client-detail pages, matching auditor access.
• Skill library reliability: Skills reload correctly after a connection issue, unsaved edits prompt a confirmation before navigating away, and firm skills stay current when switching between accounts.

Features

Per-engagement client file-deletion policy

Auditors and admins can now set a client file-deletion rule for each engagement in Engagement Settings. Four modes are available:

• Always allow — clients can delete any file
• Before submission (new default for all new engagements) — clients can delete a file until the request it belongs to is submitted for review; once submitted, the file is locked for clients permanently
• Their own — clients can only delete files they uploaded themselves
• Never allow — only auditors can delete files

When a file is locked and a client tries to delete it, they see a "Request deletion" option that drafts a ready-made comment to the auditor asking them to remove the file. If a selection mixes locked and deletable files, a dialog explains exactly which files need auditor help and lets the client delete the rest right away.

Submitted requests automatically reopen when clients add activity

When a client comments on or uploads a file to a request that is already submitted for review or marked Done, the request automatically moves back to Returned — so auditors immediately see the new activity. Clients are prompted to confirm before their activity moves the request back to open, keeping the transition intentional.

Improvements

Excel add-in: contextual guidance and cleaner navigation

The CoAudit Excel add-in now shows contextual guidance in the Agent, Context, and Viewer panels when they are empty, explaining what to do next (for example, prompting the reviewer to open a document before drawing citations). Workspace navigation controls are also visually separated from panel-specific actions, making it easier to find the right control at a glance.

Reliability

• Workpaper automations are more resilient when the service starts up or restarts; a class of errors that could interrupt background work during a service restart has been resolved.

Engagement Board

• Click any task's index number in list view to type a new value directly (auditor only). A preview shows every task whose number will change — old and new — before anything is written. Press Escape to cancel without a dialog.
• Renumber all is now accessible from the … menu in the engagement breadcrumb in addition to the Display menu.
• When two people edit task numbers at the same time, the system detects the conflict and prompts the second person to retry — no silent overwrites.

Excel Add-in: Redesigned Context Tab

• The pane's Context tab now shows your workbook's document folders and files inline, with per-file status and processing state visible at a glance — no need to open a separate window.
• Upload files directly from the Context tab; per-file progress and Retry appear inline.
• Browse Punchcard is now a focused, attach-only window. Managing your workbook's documents and uploading files happens in the Context tab.
• The engagement picker now starts at the firm level when browsing, with a cleaner navigation trail. The Save button stays disabled and explains why until you select a different engagement.

Excel Add-in: CoAudit Citation and Review

• Draw mode is gated on the cite panel: the crosshair cursor is active only while the cite panel is open, so you can freely select and copy text from the document at any other time — no accidental draws.
• Delete a viewed citation with the Delete or Backspace key — no need to click the citation box first.
• Sum citations now show each number as its own operand with its own sign, so you can see and adjust every value in a total individually. Adding a sum to a cell that already has one appends the new operand instead of replacing the existing sum.
• Percentages and rounded figures now compute correctly in sums — the underlying number is used rather than what's displayed on screen.
• A compact persistent panel at the bottom of the reviewer card provides Reasoning and Citations tabs; the Citations tab label shows the count at a glance.
• When uploading multiple files with the same filename in a single batch, each file now shows the correct outcome independently — no more mixed-up statuses between same-named files.
• The upload destination list now leads with Create New at the top, so starting a new folder is always one click away.

Reliability Improvements

• Signing into the Excel add-in is more reliable across different Office and browser configurations; a browser-based sign-in option is available when the in-pane flow is unavailable.
• The citation viewer, workbook loading, and sign-out flow in the Excel add-in received several stability improvements.