Punchcard PBC requests updates

Financial Statement Review

• Choose both statements before running: You can now select the current-year and prior-year statements first, then start the review yourself when you're ready.
• More ways to add statements: Browse existing files or upload a single file for either statement. Both statements can be uploaded at the same time.
• PDF-only selection: Selecting a file that isn't a PDF is now declined up front.
• Prior-year comparison follows reruns: When the prior-year comparison reruns automatically, the screen now follows along.
• Setup dialog fits narrow windows: The setup dialog's contents stay within smaller screens.

CoAudit chat

• Recovers from AI capacity interruptions: If the AI service is briefly overloaded or has a temporary failure partway through a response, CoAudit retries automatically and shows "Retrying..." while it does. You can still press Stop during the wait, and sending a new message, switching chats, or retrying manually cancels the automatic attempt.
• Fewer false "Conversation stopped responding" errors: Interrupted, disconnected, or stopped responses no longer count toward this warning, so it appears only when it's warranted.

Document viewing

• Stalled downloads no longer hang: If a document stalls while loading, the viewer stops after 60 seconds and offers a Try again button, in both Financial Statement Review and Workpaper.
• Loading spinner clears reliably once the first page appears.

Requests board

• Consistent panel width: The Request detail panel keeps the width you set when you select another request.
• Fewer accidental resizes: Only a deliberate drag resizes the panel, and releasing the mouse outside the window ends the drag.
• Arrow keys act on the focused control: When focus is on the divider, a tab, or a button outside the list, arrow keys no longer jump to a different request.

Other improvements

• Client and engagement headers no longer clip their content.
• The client list loads faster.

Office Add-ins (Excel & Word)

• Requests folder in Browse Punchcard: The file browser now shows a Requests folder pinned above your engagement folders and loose files. Open it to see your top-level Requests, with Requests included in breadcrumbs and search paths so you always know where you are.
• More reliable evidence lookups from scanned documents: When CoAudit reads scanned (OCR'd) documents, it can now look up rows by their label, read headings and lines of text, and cite the exact printed text of a cell, including cells where the text wraps across lines.
• Clearer handling of unclear matches: If a label matches no row, or matches several rows, CoAudit flags that specific item as an exception instead of guessing. The rest of the batch still completes.
• Smoother keyboard and search behavior: Focus returns to the Requests folder where you left it, and reopening a search keeps your cursor in place.

Sub-requests

• A cleaner General row in the Table view: General now looks and behaves like any other sub-request row. It shows the parent Request's number, has a cell under every column, and has its own Comments cell.
• Folder cells you can work with directly: General's folder cells show file counts and file lists, and let you upload and drag and drop files, just like sub-request rows.
• Parent discussion in one click: General's Comments cell opens the parent Request's own discussion, with its unresolved count and pinned threads, without mixing in sub-request comments.
• Every document has one home: Parent documents that no folder cell lists, such as team-only files, still appear under General's Other files, so nothing is missing or shown twice.
• Retired "No sub-request" row: The separate "No sub-request" row and its Edit folders switch are gone from the Table view. General now covers it. The Itemized view is unchanged.
• Better keyboard focus: After moving files to General with the keyboard, focus lands on the cell the files went to.

Improvements

• CoAudit picks up where it left off. If a CoAudit answer is cut off partway through, you now see a clear error and a Continue button. Work already done in that reply is kept and not re-run. In many cases CoAudit continues on its own once.
• Unresolved comments stay in view. Every unresolved comment thread on a Request or file now appears in a pinned area above the Request, headed "Unresolved" (or "Changes requested" when every thread is a return reason). Resolving a thread moves it down to the discussion list, and reopening brings it back. There is no separate pin action anymore, and the request and file discussions no longer have an Unresolved filter.
• Uploads are never renamed silently. If a file is saved under a new name such as "Invoice (2)" because that name already exists, you are told the new name. Duplicate-name checks on the request list now ignore capitalization.
• Clearer upload destinations. The upload tray and drop areas now say where your files are going, for example "Uploading to Request name › Folder", using the current section names (Resources, Task attachments, Requested files).
• New requests appear in the Files tab right away. A request created from the board now shows up in the Files tree without a refresh.
• Clearer Workpaper Files tab. The empty Files tab reads "No files yet" and explains where uploaded files go. The document group source switch is now always labelled "Shared document group", and the rename dialog is titled "Rename group".
• Sub-request tables are easier to use. The scroll arrows for wide tables now sit beside the header row instead of covering your data. Sub-requests are added from the Request's ⋯ menu, and a Request with none shows no empty sub-requests section.
• Dropdown menus are back to their natural width in places like PDF zoom controls, sampling forms, and notification settings.
• Excel agent guidance. CoAudit now avoids creating spilled link lists in Excel, where every row would open the first row's link, and writes one link per row instead.

Excel add-in

• Clearer cell-editing warning. If CoAudit is waiting for you to finish editing a cell, a short warning appears above the chat input ("press Enter or Esc"). Approval cards recheck automatically once you leave the cell.
• More reliable Refresh. If a refresh lands on an out-of-date version, the add-in keeps refreshing (up to three times in five minutes) instead of leaving a blank pane.
• Clearer empty states. The Context tab and file picker no longer point to a Files tab that isn't there. Button labels wrap between words instead of breaking mid-word. The "still processing" notice no longer covers Undo / Move after an upload.
• Clearer messages when an engagement isn't reachable. The add-in now says "This engagement isn't available" instead of a permanent "being updated" message.

Fixes

• Python-based file analysis works better in CoAudit. Failed attempts that CoAudit fixes on its own now show as a quiet "Hit an error, tried again" line instead of a red error card. CoAudit can now read older .xls spreadsheets and password-protected PDFs, and it can read just a page range of a very large scanned document, so long reports load much faster.
• Scanned-text reading now works in the web chat, not just in the Excel add-in.

New features

• Folders on Requests: Documents on a Request now appear as one outline of folders. Create, rename, move and delete folders (up to 10 levels deep), and drop in whole folders or zip files with their structure kept. Deleting a folder lets you Delete everything or Keep files by moving them up a level.
• Files tab for each engagement: Browse Requests, the engagement's own files and OneDrive in one tree, with breadcrumbs, multi-select, drag and drop, an in-page viewer and Download all for any folder.
• Find files: Search an engagement's files by name and by content together, with results that open at the matching page. Exact words are found even when the wording isn't a close match.
• OneDrive folders: Firms using Microsoft 365 can copy folders and files from OneDrive, Shared with me and SharePoint into an engagement. Punchcard only reads what the auditor can already open and never changes anything in Microsoft 365.
• Firm and Personal libraries: The Library now has a Firm tab (shared with your team) and a Personal tab (only you), both with nested folders, a built-in viewer, name and content search, and a Library link in the header. The old Punchcard-wide library has been removed.
• CoAudit and the Library: CoAudit can search and list library documents, and the chat "+" menu has a Library picker for attaching files or folders. Typing @ finds library files and folders as you type.
• Create workpaper from a Request: For firms with workpaper creation turned on, a Request without a Workpaper shows a Create workpaper button in its Workpaper section.
• Sub-request tables: The Table and Itemized views let you change a row's status directly. Columns fit their values better, and moves, deletes and folder edits show instantly with Undo.
• Activity tab: Clicking an activity row opens that Request in place and highlights the comment, file or field it refers to.
• Request comments: Row and cell comments on a Workpaper are now internal to the audit team and appear only on the Workpaper.

Improvements

• Firm Analytics now uses whole Monday–Sunday weeks and calendar months, with the current period marked as partial.
• Excel add-in: Apply template… is back, using templates saved in your libraries. Uploads open on a sensible default folder, with Undo and Replace or Keep both when names clash.
• Engagement header: The Requests, Tasks, Files and Activity tabs now sit in the title row. Tabs that don't fit move under a ⋯ menu.
• Library and Files tab speed: Large libraries open faster and scroll smoothly. Folder and file edits appear immediately.
• Clearer delete messages that name the document being deleted.
• Privacy: The user menu item "Privacy preferences" is now just "Privacy".

Fixes

• Excel add-in, manual calculation: CoAudit recalculates only the cells it just wrote, so a deliberately frozen random sample is not redrawn. It asks you to press F9 if recalculation fails.
• Importing Request lists: If the connection drops while CoAudit creates a Request list, it now checks and reports what was actually created.
• Timed-out CoAudit actions now say whether they were waiting on an approval, a cell edit or ongoing work.
• Excel add-in region: South African users are now routed to the EU region on first run.
• Request folder fixes: Select all, double-clicking folders and the sub-request table layout behave more reliably.

Requests

• Return reasons now stay visible: when you return a Request to the client and give a reason, it starts a pinned "Changes requested" thread above the Request. The client can answer it directly, and it no longer disappears once the Request moves on.
• Pin and unpin threads: the audit team can pin any client-visible thread, or unpin one, from its ⋯ menu. Pinned threads sit above the Request instead of in the discussion list.
• Subrequest threads roll up to the parent: a Request with subrequests shows their pinned threads in its own "Changes requested" box, labeled with row number and title. Auditors get one Unpin all button. Subrequests with a pinned thread show a yellow comment icon.
• Subrequests stay inside the parent: in Table and Document groups views, subrequests no longer have pages of their own. Opening one from a link, notification, or the board takes you to the parent with that row in view.
  • Each row shows its files, an upload area, and its comments in place.
  • Document groups gains a Comments column showing unresolved counts for each row.
  • The parent's activity combines its subrequests' history and comment previews, labeled by number and title.
  • General is always the last row, with a permanent upload target.
  • Switching back to List restores separate pages. Nothing is moved or deleted.

CoAudit in Excel

• Writes wait while you edit a cell: Excel blocks add-in changes while a cell is being edited, which could leave a half-finished schedule. CoAudit now pauses (up to 60 seconds) until you press Enter or Esc, and shows a notice telling you it is waiting. If you don't finish editing, it stops cleanly and writes nothing. This needs a recent version of Excel.
• Clearer limit for large Python results: guidance now explains that results written to the workbook are capped at about 256 KB, so very large schedules should be built in blocks.

Reliability

• CoAudit replies survive app updates: a reply being written while a new version rolls out is allowed to finish, instead of being cut off mid-answer.

Microsoft Marketplace

• Buy and set up Punchcard through Microsoft: buyers can open their purchase, choose where their firm's data lives, sign in with their Microsoft account, and set up their firm. They can also add the email domains used for automatic colleague sign-up, and prove ownership of each through a DNS record.
• Inactive subscriptions are blocked: if a firm's marketplace subscription is suspended for non-payment or cancelled, its auditors, including in CoAudit chat, are sent to a notice page until Microsoft reinstates it. No data is deleted.
• Only firm administrators manage email domains.

New

• Document groups view for subrequests: see subrequests as rows and document groups as columns in a "Requested files table." Each cell shows how many files are in that group. Click a count to see and open the files, or click an empty cell or drop files on it to upload. Auditors can add, rename or remove a document group across all of a request's subrequests in one step. This view is available on firms with the workflow builder.
• Drag files between cells: drag a file onto a cell to Move it, or Copy it as an auditor. Dropping a file onto General in the Itemized view asks Move or cancel first.
• Subrequest view names: the views are now called List, Itemized and Table.
• Warning before uploading to Resources: on a client-visible request, uploading to Resources now asks first, because Resources can't be used as evidence for testing, including in CoAudit. Choose Upload as resource, Upload as evidence, or cancel. You can turn the reminder off.
• Wider request panel on the board: the request detail panel can be dragged out to 85% of the board's width, which helps with wide subrequest tables. The board now opens as an even split.

Improvements

• Workpaper downloads work with the Excel add-in: Workpaper Only, Files + Workpaper and engagement exports now carry the citations the Excel add-in needs. Open the workbook in the add-in and each cited cell shows its evidence. Evidence is no longer packed inside Excel files.
• Procedures by Column in the workpaper memo: the exported memo lists each column's description, after Procedures.
• CoAudit workbooks open in the add-in: Excel files CoAudit delivers carry their citations in the add-in's own format and attach to the engagement directly.
• Excel add-in requests in board order: requests and tasks now list in the board's order, so "2 Cash" sits above "12 Payroll". In Browse Punchcard, subrequests nest under their parent request.
• Pop out and Dock pane help: Settings in the add-in has step-by-step instructions for floating the pane or docking it back (desktop Office).
• Cleaner client list: a client whose engagements are all private ones you aren't on no longer appears in your list. Clients with no engagements yet still show.
• Firm admins see their whole firm: firm admins can open, edit and change privacy on every engagement in their own firm, including private ones.

Fixes

• Evidence opens in desktop Excel: some users in desktop Excel saw "Failed to fetch" on every document. Evidence now opens reliably.
• Dragging files out of a cell's file list works again, and the edge-scroll strips no longer cover the column titles.

Removed

• The in-app download for the older Excel add-in and the "Legacy DS Format" and embedded-files workpaper exports are gone.

Features

• New Requests are revealed right away: after you create a Request on the board, it is selected, its group expands, and it scrolls into view, just like opening a Request link. If a search, filter, or hidden group keeps it off screen, a "created" message tells you so instead of leaving you guessing. This works for every way of creating a Request, including Create more and Copy.
• Resend client invites: on the Members page, you can resend the invite email to selected client users, either in bulk or one person at a time.
• Excel and Word add-ins in one package: the Punchcard Office store listing now covers both Excel and Word. Existing Excel installs pick up Word with the next version update.

Improvements

• Board ordering stays put: Requests are now ordered by identifier by default, so a Request no longer jumps to the top of its group each time its status changes. Boards that still had the old default ordering saved are moved to the new one once. If you choose "Last updated" again, it sticks.
• Firm Analytics lists newest first: activity and growth tables, the growth period picker, and contributor lists now show the most recent entries first. Charts still run left to right in time. Document lists also show when processing started.

Fixes

• Engagement "Copy link" opens the client board: the copied link now points to the client board unless the engagement is team-only.
• Renaming a category works the first time: the rename field no longer loses focus as the menu closes, which used to take several tries.
• EU sign-in in the Office add-ins: switching the add-in pane to the EU region now works on desktop Office. If Office refuses the switch, the pane stays where it is and tells you the add-in needs an update, instead of showing a misleading sign-in error.
• Large pastes are more reliable: pasting very large tables, such as tens of thousands of rows, no longer fails partway through.
• Fewer interrupted requests: brief connection drops no longer cause sign-in checks to fail on pages such as the Workpaper Problems tab.

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.

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.

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.

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.

New Features

• CoAudit reads and analyzes large files directly in your browser: Files that were too large for standard text extraction — where read and search tools previously returned nothing — can now be fully read, searched, and computed over by CoAudit. The analysis runs in your browser against the file's real contents with no extra wait time or server processing. This works in both the web chat and the Excel and Word task panes. If a computation is too intensive for the browser, CoAudit will tell you and prompt you to continue in the web chat where it can handle the load.

Improvements

• Compact, auto-hiding navigation controls in the evidence viewer: Page navigation and zoom controls now appear as floating pill capsules anchored to the bottom of the evidence viewer. They fade out while you scroll or when the viewer is idle, and reappear when you move your pointer or press a key. You can type a page number directly into the page field and press Enter to jump straight there.

Bug Fixes

• Excel add-in no longer silently disappears on Office desktop: A configuration issue was causing the CoAudit add-in to vanish for some users on Office desktop installations. This is now resolved.
• CoAudit icon displays in the correct color: The cyan CoAudit icon now renders and refreshes correctly in the Excel and Word task panes.
• Parallel AI research writes are now properly coordinated: When CoAudit researches multiple topics simultaneously and writes findings to different cells, those writes are now correctly coordinated — no cells are left blank due to a permissions conflict between parallel tasks.
• Worksheet tabs with special characters in their names now work correctly: Cells on sheets whose tab names contain certain special characters are now handled correctly when CoAudit validates or writes to them.

Performance

• More reliable processing of large workpapers: Improvements to how the platform handles large document processing reduce system load during peak usage, making workpaper processing faster and more consistent when many large files are being handled at once.

Task Numbering

• Requests and tasks renumber independently: When you use the Renumber option in the Display menu, Requests are numbered first (1, 2, 3…) and workpaper tasks follow in their own sequence starting after the last Request. Previously the two types were interleaved into a single numbered list, which could leave client-visible Requests with non-contiguous numbers.
• Renumber is now the only way to change task numbers: The hover-to-edit pencil that previously appeared on individual task number badges has been removed. Use Renumber in the Display menu (list view) to reassign numbers across the board.

Engagement Board

• Inline task numbering (list view, auditors only): hover over a task or request's index number to reveal an edit icon. Type a new number and a preview shows exactly which tasks will shift before you confirm; press Escape to cancel without saving.
• Renumber all (list view, auditors only): a new "Renumber" option in the Display menu reassigns sequential numbers to every task and request in the order they currently appear on screen. A preview dialog shows every change before anything is written.

CoAudit Excel Add-in

• Review any cell, cited or not: Validate and Flag now work on any cell — including cells with no attached evidence — from the ribbon buttons, keyboard shortcuts, or the in-pane verdict controls. Useful for values you've checked by eye and want to sign off on. Clearing a verdict-only cell removes the record entirely with no leftover trace.
• Clear keyboard shortcut: Alt+Shift+C (Windows) / Option+C (Mac) now clears a review verdict from the selected cell or range, completing the Validate/Flag/Clear keyboard shortcut set. Works whether the spreadsheet grid or the task pane has focus.
• Simpler engagement-switch confirmation: re-linking a workbook that has existing citations to a different engagement now shows a single, clearly-labeled button instead of two overlapping options — making the consequences easier to understand before confirming.

Engagement Settings

• External ID: auditors can now set or clear an External ID on any engagement — a unique identifier used to connect the engagement to an external integration. The field saves automatically when you move away; a conflict with an existing ID in your firm shows an inline error.

Fixes

• The Skills introduction callout can now always be closed: the close button, pressing Escape, and clicking outside the panel all dismiss it immediately, even if the network is slow.

Performance

• Notification emails are delivered more consistently. A recurring issue that occasionally caused digest emails to be delayed has been resolved.

CoAudit: Approve multiple AI-proposed changes in one step

When CoAudit proposes two or more changes to your spreadsheet — for example, filling in a schedule or populating a set of fields — those changes now appear as a compact, scrollable list instead of stacked individual cards.

• "Approve all" stays pinned in view: A summary strip anchored at the bottom of the list shows how many writes are pending and how many cells are affected ("3 writes · 12 cells · one click covers all"). It stays visible regardless of how many items are in the list — only the rows above it scroll.
• One-click approval for routine writes: Click Approve all to accept every standard value write in a single step. Each item in the list can also be expanded individually to review the before-and-after detail and approved or skipped on its own.
• Before-and-after always visible on expand: Opening a collapsed change row now reliably shows what the cell currently contains and what CoAudit will write — this preview was hidden in certain cases before.
• Bulk approval waits for full disclosure: The Approve all button only becomes active once every change that touches an existing cell value has fully loaded its before-and-after preview. You can only bulk-approve changes you have actually been shown.
• Changes that can't be undone stay separate: Any action that permanently removes data — such as clearing audit notes or evidence — is excluded from Approve all and appears as its own item labeled "needs review," requiring an individual decision.
• Clearer button style: The button to approve a routine data overwrite is now blue, consistent with standard confirm actions. Red is reserved for changes that permanently delete or clear content.

Excel workbook chat reliability

• First message in a new workbook chat now behaves correctly: Sending your first message right after opening a workbook chat could previously result in each approval appearing one at a time with pauses in between, instead of all together. This is now resolved.

Bug Fixes

• Date variables can now be created without losing the form. In Engagement Settings, when adding a new variable with the Date type, opening the calendar to select a value previously dismissed the entire form — making it impossible to save a date variable. The form now stays open while you pick a date and choose a format, so you can complete and save the variable without starting over.

New Features

• Document search now works in Excel and Word files — a search button in the viewer header opens the same tiered search panel for Excel spreadsheets, CSV files, and Word documents that was previously available only for PDFs. Exact text matches surface with neighboring cell context (for spreadsheets) or surrounding lines (for PDFs), and semantically related results appear in a "Related by Topic" section below. Scope your search to the open file, its document group, all files in the task, or your full engagement library.

• "Cite" draw mode — a new Cite option in the draw mode menu lets you annotate which part of a document supports a cell value without overwriting the value itself. Lasso remains available when you want to extract text directly into the cell.

• My Engagements header stays pinned while scrolling — on the home page, the "My Engagements" title and filter chips now pin to the top of the screen as you scroll through your engagement list, so your selected filters and engagement count stay visible at all times.

• Navigate to any document directly from the viewer — the filename at the top of the document viewer now opens a full list of every document group in the task, letting you jump to any file without returning to the file explorer.

Improvements

• Excel files render with full formatting — Excel (.xlsx) files now display frozen panes, merged cells, conditional formatting, charts, and images as they appear in the original spreadsheet. Files up to 100 MB are supported. CSV files use a dedicated grid viewer.

• Zoom controls and sheet tabs in Excel and CSV viewers — zoom in/out and sheet navigation (for multi-sheet workbooks) are now available directly in all spreadsheet viewers, consistent with the PDF viewer.

• "Lasso" replaces "By Individual Cell" in the draw mode menu — the draw mode previously labeled "By Individual Cell" is now called "Lasso," matching the terminology in the Excel add-in.

Bug Fixes

• European-format dates display and export correctly — dates written in day-first format (e.g., "10.07.2023" meaning 10 July) now appear and export correctly when your firm is configured for DD.MM.YYYY. Previously, ambiguous dates with a day value of 12 or under could show the day and month transposed, both on screen and in exported files.

• Clicking cell references in the Excel add-in no longer jumps the spreadsheet's selection — in the Excel add-in, clicking an inline cell reference in the reasoning panel now marks that reference as "Viewing" and shows an explicit "Open →" button for navigation, rather than silently moving Excel's active cell.

• Drawing over very large areas now shows a prompt instead of freezing — selecting an oversized region with Lasso, Cite, or Sum now shows a message asking you to draw a smaller range, instead of causing the viewer to become unresponsive.

• Draw modes no longer accidentally capture unintended regions — Lasso, Cite, and Sum no longer commit evidence when clicking column headers, chart areas, or viewer controls; only intentional cell selections are captured.

Engagement Exports

• Export ZIP folder structure now mirrors your board's row grouping. When you download engagement files as a .zip, the folder layout matches however your board is currently grouped — by category, assignee, priority, or status. If your board is grouped by assignee, the zip arrives with one folder per assignee; switch to category and you get category folders instead. Requests with no value for the active grouping (unassigned, no category, etc.) go to the zip root. If the board is set to no grouping at all, all requests land at the root with no subfolders. Both the auditor "Files + Workpapers" export and the client "Files" export follow the same rule.

Financial Statement Review

• Back-to-review shortcut in the Files browser. Opening the Files browser while a document is already under active review no longer leaves you stranded. A back-arrow button now appears in the browser header; clicking it returns you immediately to the document you were reviewing without having to navigate through folders and re-select it. The button disappears automatically if the file under review is deleted.

Notifications

• Auditor activity digests now show only client-initiated activity. Auditor digest emails now include only what clients have done — status changes, file uploads, and comments by client users. Activity between auditors is no longer included, keeping the digest focused and actionable. Client digests are unchanged.

CoAudit Add-in (Excel & Word)

• Faster, smoother sign-in. After completing sign-in, the add-in moves directly into the review surface with no white gap or unresponsive button in between. For brand-new accounts where your access role is still being granted, the add-in now self-heals within a couple of seconds rather than showing a "Checking sign-in…" screen for up to a minute.
• Improved sign-out on desktop. Signing out from the ribbon now shows a branded "You've been signed out" confirmation inside the add-in before returning to the sign-in screen. The session is properly closed on both Mac and Windows — identical behavior to signing out on the web.
• Word add-in loading screen. The Word add-in now displays the same branded loading experience as the Excel add-in while a document is loading, replacing a blank or partially-rendered state during slow opens.

Workpapers

• Workpaper numbers are always unique: Two team members creating workpapers at nearly the same moment no longer get assigned the same number. Each task now receives a unique sequential workpaper number regardless of how quickly tasks are created back-to-back.

CoAudit Excel & Word Add-in

• Hover-to-cell shortcut restored: Hovering over a cell reference in CoAudit for Excel now jumps the spreadsheet to that cell so you can see the source data while your pointer rests there, then returns to your previous selection when you move away. This behavior was inadvertently removed in a recent update and is now back.
• First-time sign-in no longer requires signing out and back in: New users completing their very first sign-in no longer land on a screen asking them to sign out and sign back in. The add-in now handles the initial account setup automatically and brings you straight to your work.
• "Try the EU region" suggestion appears only when it would actually help: The option to switch to the EU region during sign-in now appears only when your firm might genuinely be on the EU cluster — it no longer shows up during a first-time sign-in delay or an email verification step.
• Signing in again after a failed attempt works cleanly: If a sign-in attempt doesn't complete, signing in again now always shows the full account chooser, preventing a stuck state from the previous attempt.
• "Update available" refresh is smarter and more resilient: Clicking Refresh when an update is ready now confirms the new version is available to serve before reloading. If a deploy is still in progress, the add-in shows progress and retries automatically — rather than opening a browser tab or appearing to do nothing. The prompt also automatically clears if the update is no longer needed (for example, after a rollback).

Platform

• Automation progress updates are more reliable: Automation progress is now reported correctly even immediately after the server restarts, closing a window where progress notifications could be silently lost.
• CoAudit chat citation lookups are more resilient: Brief connectivity hiccups no longer cause citation lookups in CoAudit chat to fail — the request recovers automatically without any action needed.

Features

• Settings tab on the board: Engagement settings are now a Settings tab in the board header, sitting alongside Requests and Tasks. Clicking it opens the settings panel in place — team management, engagement variables, board visibility, and all other configuration is accessible without navigating away from the engagement. Any saved bookmarks or links to the old settings page redirect automatically.

• Excel add-in — engagement history empty state: The engagement history panel now displays a clear message when no prior sessions exist, rather than appearing blank.

Bug Fixes

• Settings tab always visible for auditors: Auditors who had previously viewed an engagement in client mode could sometimes find the Settings tab hidden or inaccessible. This is now resolved — the tab appears consistently based on your account role, regardless of how you last viewed the engagement.

• Clients page error recovery: When an unexpected error occurs on the Clients page, you now see a Try again button that reloads the page, rather than a dead-end screen that only offered sign-out. Also fixed a display issue where the access management panel showed "undefined" instead of a team member's name or email when a client had no associated engagements.

• Accurate engagement counts: Engagement counts shown on client rows and in the sidebar were sometimes inflated by internal system entries. These counts now reflect only real engagements, so what you see matches what's actually there. The same internal entries no longer appear in client lists or the Office add-in engagement picker.

Private Requests

• Auditors can mark any request private using the lock icon in the request's property row. Private requests are hidden from clients unless they are explicitly granted access.
• A per-request access panel lets auditors toggle each engagement client on or off — granting or revoking their view of that request without affecting other tasks or other auditors.
• Clients who have been granted access see a "Private" badge on the request. Clients without access don't see the request at all, including in document search results.
• Document search now respects request privacy: searching within an engagement no longer returns files from private requests to clients who aren't on the access list.
• Auditors are never restricted by request privacy — any engagement auditor always has full access regardless of the privacy setting.

CoAudit Add-in: Workbook Citations

• Hovering a workbook cell reference in CoAudit's reasoning now peeks that cell's document evidence in the viewer — the same behavior as hovering a document citation. Clicking commits the view and lights the citation card "Viewing."
• A new "Open →" chip on workbook citation cards navigates to the referenced cell in Excel directly.
• Viewing and Peeking indicators now appear consistently on both document and workbook citation cards and their matching inline pills, staying in sync as you hover and click between them.
• Whole-column and whole-row range references (e.g. E:E or 28:30) now correctly find and open evidence when any cell in the range is cited.

CoAudit Add-in: Smarter Viewer Navigation

• When you're working in full-screen CoAudit chat and select a cited cell, the add-in now asks whether you'd like to open the document viewer — rather than switching automatically. The prompt dismisses on its own if you navigate to a different cell, clear the citation, or ignore it for a few seconds.
• Pressing the Viewer tab or Viewer ribbon button while the prompt is showing accepts it and opens that cell's evidence directly.
• Selecting an empty or uncited cell while in full-screen CoAudit no longer disturbs your chat context at all.

CoAudit Add-in: Region and Updates

• A region selector now appears inline next to the "Sign in to Punchcard" button. Reviewers routed to the wrong cluster (US vs. EU) can switch before attempting a login, instead of completing a failed sign-in first.
• If a new version of CoAudit is deployed while your pane is open, an "Update available" notification appears with a Refresh button. The pane never reloads automatically — you choose when to pick it up.

Bug Fixes

• Stale add-in UI after updates: Users occasionally saw outdated CoAudit screens even after reopening Excel or Word. The add-in now always loads fresh when opened, and a mid-session update notification handles the in-between case.
• Financial Statement Review crash: The FSR route occasionally hit a repeating error that displayed a "Try again" button that immediately re-crashed. The error is now identified correctly and a clear, non-repeating message is shown instead.
• Fixed a flicker where moving the cursor from a citation card to its action button ("Open →" or "Set primary") briefly cleared the Peeking indicator.
• Inline citation pills in the evidence and contra-evidence sections of CoAudit's reasoning now show the correct Viewing and Peeking state, matching the behavior of the main rationale section.
• The document viewer no longer occasionally paints over the CoAudit chat column when switching between full-screen and side-by-side layouts.

My Engagements

The home page now opens to a My Engagements panel listing every active engagement you belong to, ordered by most recent activity. Each row shows:

• Attention indicators — overdue tasks, outstanding requests, and unanswered client questions, with the age of the oldest item so you know where to focus first.
• Completion progress — the percentage of the engagement's work marked done.
• Last-activity chiclet — who acted last (Team or Client) and a relative timestamp; a pulsing dot marks activity within the past hour.

Three filter chips narrow the list to engagements needing your attention, ready for review, or due this week. A text filter narrows further by client or engagement name without leaving the page.

Activity tray — clicking a row's chiclet expands an inline panel showing recent activity for that engagement. Attention items appear at the top so you can see exactly what is waiting; the rest of the activity stream follows, with "Show more" to load further history. Clicking a viewable document in the stream opens it directly in that task's file viewer.

Excluded files in the CoAudit Excel add-in

A permanent Excluded bucket has been added to the file list in the CoAudit Excel add-in. Right-click any file and choose "Exclude from this workbook," or drag it onto the Excluded section, to set it aside for this workbook's test only:

• CoAudit cannot see excluded files — the AI cannot list, read, or cite an excluded file while it is in this bucket.
• The exclusion is workbook-local: other workbooks, other team members, and the web app all see the file normally.
• Right-click an excluded file and choose "Restore to workbook" to undo the exclusion at any time.

Manage Document Groups — search, removal, and inline creation

The document group overlay is now called Manage Document Groups and handles the full lifecycle in one place:

• Groups already in the workbook arrive pre-checked — unticking a group queues it for removal; pending adds and removals are applied together when you save, with a confirmation step before any removal takes effect.
• Create groups inline — a ＋ New group button under each task creates a group immediately, ready to rename in place.
• Search — type to find groups by name (matches from the first character) or search document contents (3+ characters, semantic). Matching groups are highlighted in the tree; a results sidebar shows file-level snippets and snippets from within pages. Keyboard navigation (‹ ›) steps through all hits.
• Delete from the context menu — right-click a group to permanently remove it (if this is its only home) or detach it from this task only (if other tasks also hold it). A two-stage dialog shows exactly what will be affected before you confirm.

CoAudit approval cards dock above the chat input

Approval cards in the Excel add-in now appear directly above the chat input instead of covering the entire pane. Each card opens with a plain-language sentence from CoAudit describing what it is about to do — for example, "Fill in the recalculated March totals." When a write would overwrite existing data, a single Replace existing data button shows the number of affected cells; the decision is one click, not two.

If you switch to Documents or the viewer while an approval is pending, a slim notice remains visible with a "Show CoAudit" link to return and answer it.

File deletion shows who uploaded each file

When deleting files from the document manager, the confirmation dialog now lists files grouped by uploader — your own files first, then other team members alphabetically. Uploaders affiliated with a client organization are marked with an asterisk (*) so you can see whose files are in scope before confirming.

CoAudit add-in renamed

The Excel and Word add-ins now appear in Office as CoAudit by Punchcard, and the ribbon tab is labelled CoAudit (previously "Punchcard"). No other behavior has changed.

Pane width remembered

The CoAudit pane in Excel now remembers the width you last set and restores it the next time you open the pane, including after reopening the workbook.

Bug fixes

• Financial Statement Review — fixed a crash that could occur on the review page when navigating between tasks. The page is now stable under all workflows.
• Excel add-in pane layout — clicking a cell no longer rearranges a Documents view you had deliberately navigated to; the pane only adjusts automatically in cases that make sense given your last action.
• CoAudit writes — multi-line values written by CoAudit no longer automatically turn on text wrapping; wrapping is only applied when CoAudit explicitly chooses it for a column where it makes sense (such as narrative or comment columns).

Excel Add-in

• Open and start working immediately — no engagement link required at startup. The Excel add-in no longer blocks you with an engagement-link prompt when you first open a workbook. Chat, citation review, and cell work are all available right away with a slim banner you can act on when you're ready. Features that need an engagement (like importing documents) will ask you at the moment they're needed, with a short explanation of why.

• File deletions now include a short undo window. After confirming a file deletion, the rows disappear immediately and an Undo button appears for a few seconds. Clicking Undo cancels the deletion completely. The confirmation dialog now also clearly states that deletion removes the file from the entire engagement — including the web app — and that citations pointing to the deleted file will stop resolving.

• The Settings (gear) button now opens the engagement-link flow on an unbound workbook, giving you a proactive way to attach without waiting for a feature to prompt you.

• Ribbon buttons now close the pane when pressed a second time. Pressing CoAudit, Viewer, or Documents while already on that view closes the pane. Pressing a different ribbon button navigates directly to that view without extra steps.

• Document groups browser shows all tasks and groups in an expandable tree. The Add Document Groups picker now displays the full engagement tree at once — tasks expand to show their groups, groups expand to show a read-only file preview — rather than requiring you to drill into one level at a time.

• Clicking a file in the document manager opens it beside CoAudit. On wider panes, clicking a file in the document list now opens the document side by side with CoAudit, rather than replacing the chat view.

• Fixed: CoAudit no longer falsely reports that a range selection was cancelled. A bug caused CoAudit to say "the range selection was cancelled" even after you had successfully selected a range, prompting an unnecessary do-over. The selected range is now always honored correctly.

• Clicking a cited cell now reliably reopens the pane. Various edge cases where the pane would fail to reopen automatically after being manually closed have been resolved.

Financial Statement Review

• Prior Year: Opening balances now match their prior-year closing counterparts. In rollforward schedules (fixed-asset movements, debt, equity, and similar tables), opening-balance columns (e.g., "01.01.2025") are now correctly matched against the prior-year file's closing-balance columns (e.g., "31.12.2024"). These pairs were previously skipped entirely, leaving rollforward schedules with no prior-year tick marks.

• Prior Year: Column headings with currency units match across files regardless of formatting. Column headings that express the currency unit differently between files — for example "31.12.2024 / EUR" in one file and "31.12.2024 EUR" in another — are now recognized as the same column and correctly grouped for comparison.

• Prior Year: Category headings that span a full table page are no longer dropped. Fixed an issue where a section heading covering an entire table (common in German fixed-asset schedules, e.g., "Anschaffungs-/Herstellungskosten") was silently discarded during processing, causing the figures in that section to lose their column context and fail to match their prior-year counterparts.

• Recalculations: Add or remove individual values from AI-discovered relationships. Auditors can now add or remove operands in multiplication and division relationships detected by the AI — not just reorder them or change their operators. A change applies only to the specific cell you opened, leaving all other cells that share the same relationship template untouched.

Home

• My Engagements panel now shows per-engagement task progress. Each engagement row in the My Engagements panel now includes the number of tasks in review, tasks due in the next 7 days, overdue tasks, and a completion ratio (completed tasks out of all tasks). The due-soon count uses the same 7-day window as the suggestion chips at the top of the page.

CoAudit Chat

• Find engagements by partial client name: Searching for an engagement in CoAudit chat no longer requires an exact match. Typing a short or partial name now finds the correct client automatically.

Office Add-in

• Create a new task directly from the document group destination chooser: When adding a document group, the destination picker now includes a "＋ New task…" option regardless of whether tasks already exist. Type a name and the task and document group are created together in one step.
• AI cell updates now complete on the first attempt: CoAudit's AI tool for writing values directly into workbook cells now works reliably. Previously it could get stuck making repeated attempts without making any changes.
• Land on the rename row after creating a group: After creating a new document group, the Add-in now brings you directly to the group's rename row so you can name it immediately.
• Duplicate group name error is now readable: Trying to name a document group with a name already in use now shows a clear, plain-language message — and keeps the rename field open so you can choose a different name right away.
• No unexpected navigation when selecting a task in the chooser: Choosing a task in the document group creation flow no longer caused the document manager to jump unexpectedly to a different location.

Evidence Viewer

• Image evidence files display correctly on first open: Opening a PNG or other image evidence file for the first time now shows the image in the correct position. Previously, a loading indicator could push the image out of view until you closed and reopened the file.

Financial Statement Review

• Fewer false exception flags: The AI layer that checks formula accuracy now rejects certain patterns that were producing incorrect flags, reducing cases where valid numbers were marked as exceptions.
• Multi-page table structures handled more accurately: Two-page financial tables — including those with multi-line header bands common in German-format statements — are now correctly identified and merged, improving the accuracy of reviewed figures.
• Text recognition in analysis workflows is more reliable: Files requiring text recognition during certain analysis runs now process correctly instead of failing silently.

CoAudit

• Task navigation goes to the right place. When you ask CoAudit to take you to a task — for example, "go to the most recent @mention" — it now opens that task's actual working area (the review page, workpaper, or overview) rather than the chat interface.
• AI queries are faster and more reliable. An issue caused the AI to get stuck repeatedly failing when querying certain engagement data, significantly delaying responses before eventually working around the problem. This is now resolved and queries succeed on the first attempt.

Financial Statement Review

• Fewer false math exceptions from AI correction. The AI math engine now rejects formula proposals that would incorrectly flag correctly-stated rows — including proposals that reference empty or header columns and single-cell assertions that don't hold. This reduces noise in Foot/Crossfoot results.
• Citation highlights point to the correct cell in wide tables. For statements with tables that span across multiple pages, clicking a citation now highlights the correct source cell. Previously, the highlight could appear over the wrong value.
• More reliable file processing. Fixed a regression where files requiring OCR could fail to complete, showing an error instead of finishing normally.

New Features

• Engagement identifiers are now auto-generated. When creating a new engagement, Punchcard automatically produces a short identifier from the client name and audit period year — for example, CVS26 for a CVS Health engagement ending in 2026. If that identifier is already in use, a unique variation is generated without any extra steps. The identifier field has been removed from the creation form.

• CoAudit search in Excel and Word is fully redesigned. Semantic search is now always on — no checkbox required. Results are split into two groups separated by a divider: exact text matches at the top, and topically related mentions below. A scope selector sits directly under the search box and is always visible; choose between the open file, the document group, all files in the workbook, or the entire engagement. Cross-file hits surface as cards showing the filename, page, and a snippet, split into verbatim matches and related-by-topic. The result count row shows compact badges for related mentions and cross-file hits. A spinner inside the search box indicates when a search is still running.

• Wide multi-page financial tables are automatically joined before processing. Financial schedules that overflow across pages — where the continuation page carries only amounts with no row labels, such as German fixed-asset rollforward tables (Anlagenspiegel) — are now automatically detected and merged into a single table. Foot/crossfoot validation and AI extraction now see the complete table rather than disconnected fragments.

• Netting entries are now recognized as valid footings. The Foot/Crossfoot validator now correctly identifies offsetting entries — where two titled rows cancel each other exactly to a zero total, common in German GAAP § 246 disclosures — and validates them rather than flagging them as exceptions. The validator also prevents double-counting when a formula's operands include a subtotal alongside that subtotal's own components.

Improvements

• Reordered F/CF calculator operands now survive page reload. When you drag operands into a custom order in the Foot/Crossfoot calculator, that order is saved and restored the next time you open the calculation.

• F/CF operand reordering is now available on all standard calculation types. Drag-to-reorder was previously limited to Calculate-First mode. It is now also offered on regular row footings and column crossfootings. The drag handle has been updated to match the grip style used elsewhere in the product, and the drop indicator is no longer hidden behind the dragged row.

• The CoAudit add-in now detects your firm's data region automatically. On first use, the add-in uses your device's timezone and network signals to determine whether your firm's data is in the US or EU cluster. When signals are clear, it routes silently. When they disagree, a banner asks which region your firm uses before proceeding — and that answer is remembered permanently. If you land on the wrong region after sign-in, a "Try the other region" option appears on the provisioning screen.

Bug Fixes

• Image files (PNG, JPG) no longer get stuck on a loading spinner. Image attachments on task pages now open and display correctly. Citation highlights on image files also now appear at the correct position on the page.

• Task pages no longer crash when a file appears in more than one document group. A configuration where the same file was shared across multiple document groups could cause task pages to fail entirely for everyone on the engagement. This is resolved.

• Internal Consistency no longer incorrectly groups large numbers of unrelated zero values. IC was sometimes lumping dozens of independent zero or round-number cells into a single group even when the underlying values had nothing to do with each other. Groupings now require a shared identifiable fact before cells are linked.

• English review checklists always produce output in English. Running the Review Checklist analysis on an English-language checklist could occasionally return extracted prompts in another language (such as Spanish). The language of the checklist is now detected and stated explicitly, so output language is consistent.

Financial Statement Review

• Reorder calculation operands — drag the grip handle on any operand row to set the formula sequence that is right for your calculation. Arrow keys on a focused grip do the same. The order you set is saved with the finding.
• Enter a value not printed in the document — in Calculate-First mode, type a literal number (such as × 100 for a common-size percentage) without needing to draw a box around anything in the source file. Typed values are treated as constants and excluded from rounding estimates.
• Operand set stays fixed on AI-discovered recalculations — when editing a relationship the system detected automatically, the remove button now appears disabled with a tooltip explaining why, rather than being hidden. You can still adjust operators and sequence.

Excel & Word Add-ins

Attaching and changing engagements

• Bind to an engagement directly — the setup flow when opening an unattached workpaper now asks for a client and engagement only, skipping the task step. The confirm button reads "Attach to engagement."
• Change Attachment opens pre-filled — the overlay now shows your current client and engagement already selected. Update only the level that actually changed.
• Switching to a different engagement clears previous documents — re-linking to a new engagement removes document groups from the old one so your Documents panel reflects the new scope immediately.

Document manager

• Groups appear at the top level — the Documents panel now lists your document groups directly, without having to open a task folder first. The originating task appears as context on each row.
• Import multiple groups in one step — check individual groups or an entire task header to select all its groups, then confirm in one action. Groups already in the workpaper appear as "Added" rather than offering a tick.
• Remove a group from this workpaper — the group menu now includes a "Remove from this workbook" option that detaches the group without deleting it. Files remain available to other workpapers.
• Empty groups say so — a document group with no files now shows an explanatory message and an Upload button instead of appearing as blank space.
• Files cited from other sources remain visible — documents your workpaper has cited that live outside its imported groups appear as a read-only entry, so you can still open and reference them.
• Client request groups fully manageable — document groups tied to client request tasks can now be renamed, deleted, and used as upload targets in the add-in.
• Uploading into a new engagement works immediately — if the engagement has no tasks yet, the upload flow now offers to create the first one in the same step rather than discarding your file selection.

CoAudit chat

• Unified conversation history across Excel and Word — the chat history panel shows all your conversations in the current engagement regardless of which add-in started them. Moving between an Excel workpaper and its Word narrative shows one combined history.

Sign-in

• Unverified email shows a clear next step — if your account email has not been verified, the add-in now shows a specific, actionable message and a "Check again" button rather than a generic error.

Reliability

• Selecting cells no longer jumps the scroll position in Excel — an issue where Excel scrolled back to the selected cell after you had scrolled away is fixed.
• Ribbon buttons recover automatically from brief failures — temporary update failures now retry on the next action without requiring a reload.

Partner API

• Retry-safe sampling submissions — include a request.id field in your POST request to make it idempotent. Submitting the same identifier again updates the existing sampling task rather than creating a duplicate, equivalent to a manual resend. The response echoes back the identifier you sent. Omitting request.id preserves the original behavior where each POST creates a new task.

Bug Fixes

• FSR tasks open on the review page from the breadcrumb menu — clicking a Financial Statement Review task in the top navigation breadcrumb menu previously landed on the task overview. It now opens the review page directly.
• Opening a task with @mentions no longer shows "Save failed" — a formatting step that ran when loading a task was incorrectly treated as an unsaved edit. This no longer triggers a save attempt or an error notification.
• Task overview errors no longer affect the rest of the workspace — if the overview panel encounters a problem, it now degrades locally rather than replacing the entire work area with an error screen.
• Lasso and cite work for all same-firm auditors — auditors from the same firm who were not explicitly listed on a task could not lasso or cite evidence in the add-in. This is fixed.
• Annotating a document no longer closes it — using lasso, cite, or Sum on a freshly opened document no longer dismissed the document while the operation was in progress.
• Review sign-offs show the actual reviewer's name — on workpapers bound to an engagement without a linked task, sign-offs now identify the reviewer by name correctly rather than showing a generic placeholder.
• All cited files appear in workpapers with many citations — workpapers citing a very large number of files now correctly display the full set.

Navigation

• Browse sibling engagements from the breadcrumb — hovering the engagement name in the breadcrumb opens a panel listing all engagements under the same client, sorted by most recently updated. Each row shows the engagement's status, title, and a color-coded bar of task and request counts by status. Clicking any row navigates to that engagement while preserving your current Tasks or Requests view.
• Refreshed breadcrumb design — the breadcrumb adopts a new chip style with cleaner idle, active, and hover states. On the engagement board, the audience label ("Tasks" or "Requests") no longer appears as a trailing segment; the trail ends at the engagement name.
• Board Display menu no longer freezes the page — the column, row, and ordering settings panel now stays open while you select options from its dropdowns, and the board behind it remains scrollable. Previously, opening the Display menu made the entire page unscrollable until it was closed.

CoAudit AI

• Approval cards no longer end the AI session — when CoAudit reaches a step requiring your approval, it pauses inline and resumes automatically once you approve or decline. You no longer need to type anything to continue the AI's work after acting on an approval.
• Decline reason improves the AI's next attempt — when you decline an approval, you can optionally explain why. The AI receives your explanation and adjusts its next proposal, eliminating the need for a separate follow-up message.
• Excel add-in: approval cards stay visible across all tabs — a pending approval now appears above the chat, Documents, and Viewer tabs so you won't miss it if you switch views while the AI is waiting.
• Excel add-in: workbook operations run without interruption — the AI can now read and write workbook cells across a long authoring session without pausing between operations, making complex workbook tasks faster to complete.

Firm Library

• Contextual empty states — when a tag filter returns no results, the library shows "No documents match the selected tags." When a text search returns nothing, it shows "No matching documents found." The upload prompt appears only when the library is genuinely empty with no active filters, so filtered views no longer suggest your library is empty.
• Preview files uploaded by colleagues — firm members can now open and preview documents that a colleague uploaded to the shared library. Previously, opening another person's file showed a "Failed to load file preview" error.

File Uploads

• Bulk uploads no longer silently drop files — uploading a large batch of files at once no longer fails partway through and discards some files. A real production session had previously lost files mid-batch; this is resolved.

Workpaper Automation

• AI processing recovers from concurrent edits — if workpaper records are deleted while the AI is actively processing them, the remaining extracted results are now preserved rather than the entire batch being discarded.

Accessibility

• Screen reader labels for draw and comment controls — the comment toggle, draw line/arrow button, and split-button in the document viewer toolbar now announce their names and active states correctly to screen readers.

New Features

Client file downloads

Clients can now download all engagement files as a ZIP archive directly from the engagement page. Previously, clients could only access the Status Report — the files section was visible only to auditors. The new "Files → Download .zip" option gives clients access to uploaded evidence files and reference materials. Auditor-only documents are never included.

If any files cannot be packaged, the download will still complete and include a plain-text list of exactly what is missing, so clients always know what they received.

Improvements & Bug Fixes

Financial Statement Review

• Annotated PDF exports now open correctly in Adobe Acrobat Reader on Windows. Some exports were previously flagged as corrupt when opened in Acrobat (while opening fine in other PDF viewers). This is now resolved — exports work consistently across all major PDF viewers.

Stability

• Removing or replacing a datasource while AI is actively processing it no longer fails. Users previously encountered an error in this scenario that interrupted the operation; it now completes as expected.

Data Integrity

• Task title and description edits now always save. The first edit made to a task's title or description after opening the page was silently discarded — the interface showed success but the change was never stored. Subsequent edits on the same page load were fine. This is now fixed.
• Accounting policy changes persist immediately when navigating away. Adding, removing, or reordering accounting policies in the memo and then quickly leaving the page could silently drop those changes. Structural edits now save the moment you make them, so it is safe to navigate away or reload immediately after adding or deleting a policy.
• Accounting policy title and description edits save when you leave the field. Typing a policy title or description and then immediately switching pages could lose the edit. The field now saves as soon as focus leaves it, matching the behavior of all other memo fields.

Workpaper

• Large PDFs no longer show as failed while they are still processing. Files that go through a secondary OCR pass (used when initial text extraction quality is poor) can legitimately take longer to complete. Previously the page would declare these files failed too early, prompting unnecessary re-uploads. The check now correctly waits for the full processing window before reporting a failure.
• Files stuck in OCR processing surface as failed more reliably. When OCR was interrupted by a server issue, affected files could remain visually stuck indefinitely. They now correctly show as failed (red filename), and auditors can use Re-run OCR to reprocess them. Files that fail OCR three or more times in a row stay shown as failed until you manually trigger a re-run — automatic retries are suppressed to avoid a loop on files with consistently problematic content.
• Long AI prompt injected values are now readable. When a retrieval column prompt contained a long upstream value — for example, verbose findings from another column — the value was displayed as an oversized pill that was unreadable at paragraph length. Long injected values now render as a subtle inline text highlight, preserving readability at any length.
• Workpaper column group chevron now stays in sync. Collapsing or expanding a column group left the expand/collapse arrow pointing the wrong direction. The chevron now correctly reflects the current state.

Engagement Board

• Board no longer reloads unexpectedly. A spurious page reload could occur when certain browser extensions or session recording tools encountered a network error. The reload logic is now scoped to genuine app loading issues, so external network activity no longer triggers it.
• Select-all checkbox works consistently in grouped board view. When grouping the board by status, assignee, or another property, the column header's select-all checkbox was missing its expected behavior. Grouped and ungrouped views now behave the same way.

Memo

• Accounting policy reorder arrows are easier to click accurately. The move-up and move-down buttons in accounting policy rows were small and tightly packed next to the delete button, making them hard to target and occasionally triggering accidental deletes. The buttons now have larger hit areas with more spacing between them.
• The accounting policies toolbar + button now opens the type picker reliably. Clicking the + button in the accounting policies section of the memo was not opening the policy type picker in certain configurations. This is fixed.

Other

• Assigning a category to a task for the first time no longer causes a display error. Selecting a category on a task that had never had one assigned could temporarily break the category label on that task. This is now fixed.
• Empty task titles can be clicked to edit. A task title that had been cleared to empty had no visible click target, making it impossible to edit without workarounds. An empty title now shows a placeholder that keeps the field clickable.
• The status-rename announcement modal no longer blocks the rest of the page. While this modal was open, clicking anywhere outside it — including board columns and other page controls — was silently swallowed rather than dismissed or acted upon. Clicking outside the modal now closes it.
• CoAudit chat no longer shows duplicate controls in certain task chats. In some cases the chat panel could display two sets of send and attachment controls simultaneously. This is now fixed.

Features

• Import Deep Analysis questions into Skills: Each existing Deep Analysis question now has an "Import to Skill" button that opens the Skills editor pre-filled with the question's content and name. The option to add new Deep Analysis questions has been replaced with a link to the Skills library — existing questions continue to run, edit, and delete as before.

Reliability Fixes

• Files still processing after upload no longer appear as failed: When a large file takes longer than expected to finish text recognition, the workpaper now shows a "still processing" notice rather than marking it as failed. The status updates automatically once processing completes, so there is no need to re-upload.

• Failed saves now revert to the last confirmed value: Across status changes, memo fields, review states, task names, and descriptions, a save that doesn't go through now reliably restores the field to the last value the server confirmed, instead of leaving it stuck in the unsaved state.

• Switching tasks no longer mixes up edits between tasks: A save started on one task will no longer affect the task you navigate to afterward. Each save stays in the context of the task where it was made.

• Review status changes now update all related items immediately: Accepting or clearing a review state on one workpaper item in a linked group now immediately reflects on the other items in that group in the same view, without requiring a refresh.

• Narrative card review badges stay in sync: Review status badges on narrative cards now consistently reflect the latest confirmed state, even when a save and a concurrent change arrive at the same time.

Bug Fixes

• Clicking a file in a request now opens it immediately. When browsing files attached to a request, clicking a file was dropping you to a top-level folder view instead of opening the file directly. You had to click a second time to actually see the file. That extra step is gone — one click now goes straight to the viewer.

• Image files no longer show two close buttons. When opening an image file (PNG, JPG, and similar formats) in the viewer, two close (×) buttons appeared in the header simultaneously. Only one close button now appears, as expected.

CoAudit Workpaper

• Circular column dependencies are blocked the moment you create them: if a formula, column reference, acceptance criteria prompt, or column name change would form a cycle with existing columns, the edit is rejected before it saves — the warning banner appears immediately with clickable column badges identifying every column involved, so you can correct the issue without navigating away. Only the specific edit that would introduce the new cycle is blocked; unrelated changes and recovery edits on a workpaper that already has a pre-existing cycle proceed normally.

• Clear message when file association conflicts with a running automation: if you try to match or drop a file onto records that are currently being updated by a running automation, you now receive an actionable message — "These records are being updated by another operation. Please retry in a moment." — instead of the operation hanging silently for several minutes before failing.

Activity Feed

• Client filter now correctly scopes the feed: selecting a client organization in the activity feed filter now actually narrows results to that client's activity. Previously, choosing a client appeared to apply a filter but continued showing activity across all clients.

AI Chat

• More reliable during long or data-heavy sessions: improvements to how the AI assistant manages context across extended audit sessions reduce the likelihood of unexpected failures or incomplete responses when working through large workpapers or multi-step automations.

General

• Expired sessions redirect to sign-in: when your session expires and cannot be automatically renewed, you are now taken to the sign-in screen instead of encountering a confusing error with no clear path forward.

• Simultaneous tick mark applications no longer conflict: if two auditors apply the same tick mark at the same time, both operations now complete successfully instead of one of them returning an error.

Workpaper Automation

• Run size protection with guided actions: Before any automation run starts, Punchcard checks whether the workpaper exceeds safe operating limits. Oversized workpapers now show a clear, quantified notice in the run dialog — a hard block if the limit is exceeded (with a direct link to "Test a sample" via JE Sampling, or CoAudit guidance), or an amber warning that still lets you proceed when you're close to the limit. The check appears the moment you open the run dialog, before anything is submitted.
• Larger formula-only workpapers: When every column uses formulas or lookups with no AI prompts, automation can now process significantly larger datasets. Because no per-row AI cost is involved, the record limits are substantially relaxed for these runs.
• Correct column order for formula runs: Workpaper columns that reference the values of other columns now run in the right order, so dependent columns always see up-to-date upstream values rather than stale or empty ones.
• Smarter auto-matching setup: When you paste selection data or attach a document group to an oversized datasource, Punchcard no longer automatically configures AI matching in a way that would immediately be blocked when you try to run it.

Engagement Creation

• Identifier collisions are now blocked, not silently resolved: If the identifier you enter for a new engagement is already in use, submitting the form now stops and highlights the collision — with a one-click "Use [suggestion]?" button to accept the recommended alternative. Previously, submitting would silently create the engagement under a different identifier than you chose.

PDF Viewer

• Zoom buttons always work: The + and − zoom buttons in the workpaper PDF viewer no longer become stuck after zooming. Previously, certain cancelled zoom actions could leave the controls unresponsive until the page was reloaded.

Chat & AI

• Extraction results stay visible: After asking the AI to extract structured data from a document, the results table now stays visible at the top level of the conversation — including the Copy Raw Data button and clickable PDF-linked cells. Previously, these were collapsed into the "worked for N seconds" summary once the AI finished, making them inaccessible until manually expanded.
• Working indicator during background steps: In task chat, the "AI is working" indicator and Stop button now remain visible while the AI completes background steps (such as running automations) after its reply has appeared. Previously, the interface could look like a completed message while the Stop button lingered with no visible explanation.

Memo

• No more mis-routed clicks on accounting policy add: The "+" button to add an accounting policy now shows a brief disabled state while engagement variables are loading. Previously, clicking during the loading window could silently add a plain text entry instead of opening the variable picker.

Platform Reliability

• Workpaper cell values display correctly: Date, number, and currency cells in the workpaper grid now show formatted values (e.g., 01/06/25, 1,200.00) instead of raw stored values that were appearing after a recent update.
• Task creation no longer freezes: The new task and request creation form no longer becomes unresponsive after you submit it.
• Invited clients and guests log in reliably: First-time invited clients and guests no longer encounter an error on their very first login when there is a brief disruption to authentication services.

CoAudit Chat

• Grouped action approvals: When the AI requests several actions at once — such as moving multiple files into document groups — all pending approvals are now consolidated into a single grouped card. A "Preparing N approvals…" indicator appears while the AI is still working, then a single Approve all / Reject button handles the entire batch. After approval, the card shows a result summary inline (e.g., "Moved 5 of 6 files — receipt_03.pdf couldn't be moved").
• Reject with reason: Declining an approval now reveals an optional text field where you can explain why. The AI receives your note and can adjust its next steps accordingly.
• Clearer choice prompts: When the AI asks you to choose from a list of options, the card now uses distinct, clearly labeled Submit and Cancel buttons — making it easier to respond without ambiguity.

Financial Statement Review

• Sync scroll preserves your alignment: When reviewing current-year and prior-year PDFs side by side, enabling Sync Scroll now locks in whatever alignment you've already set manually, rather than snapping both panes back to identical page positions. Scroll together from wherever you left off.
• Prior-year tick mark editing: Clicking an existing tick mark annotation while in Prior Year Consistency mode now opens the full context menu — giving you the same edit and delete controls available in other review modes.
• Shift-constrained proof marks: Hold Shift while drawing a line, arrow, or double-line to snap it to horizontal, vertical, or 45° diagonal. Useful for drawing precise accounting double-underlines and tie-out arrows.

Workpaper

• Document group file uploads fixed: Creating a new document group from a client request and then uploading files into it now works reliably. Previously this could fail silently, leaving the group unable to accept files.
• Datasource rename conflict explained: Renaming a datasource to a name already used in the same task now surfaces a clear message explaining the conflict. Previously the rename would silently revert with no feedback.

Reliability

• PDF viewer recovery: The PDF viewer no longer gets stuck with unresponsive zoom controls and dead page navigation when first opened inside a panel that was collapsed or hidden. The viewer now recovers automatically when the panel is expanded.
• Excel viewer stability: Opening the Excel viewer on a file whose AI citations reference a sheet that no longer exists no longer crashes the viewer.
• Task chat stability: The CoAudit chat panel no longer goes blank when navigating between tasks in the same session.
• Team and client invite error messages: When adding a team member or client user to an engagement fails, the notification now explains the specific reason (for example, "identity provider temporarily unavailable — try again shortly") instead of showing a generic error.

What's New

• Guide link in the sidebar: A Guide link now appears under Co-Audit in the left navigation for all users. Auditors are taken to the platform guide; clients are taken to the client-specific guide. Both open in a new tab.

Improvements

• Workpaper automation progress in CoAudit chat: While a workpaper automation is running, a compact bar above the chat input shows which step is active and how many remain. A Cancel button lets you stop the run at any time. Previously, in-progress steps showed no activity indicator and could appear stalled.
• Private engagement setting is now easier to find: The option to mark an engagement as private has moved to the Overview section of Engagement Settings, where it sits alongside other engagement details rather than inside a separate options menu.
• File deletion takes effect immediately: Deleting a file now removes it right away, without the previous short delay or undo prompt.

Bug Fixes

• Board status chart now filters your task list: Clicking a status segment in the right-side panel on the engagement board now filters the board to show only tasks with that status. Clicking the same segment again clears the filter. Previously, clicking had no effect on the task list.
• Comment badges on request table files now open the comment thread: The blue badge on a file cell in the Request Table now appears only when there are open, unresolved comments — not for resolved or reply-only threads. Clicking the badge takes you directly to that file's comment thread instead of opening the file viewer.
• CoAudit formatting in task descriptions and memo sections: When CoAudit updates a task description or a memo section, the content now appears correctly formatted instead of showing unwanted markup characters.
• Activity feed filter panel no longer shows misleading counts: The filter flyout in the activity feed was displaying counts based only on the items loaded on screen, which could be lower than the true total. The counts are now hidden to avoid confusion — filtering still works as expected.
• Documents containing tables now process reliably: Some files with embedded table content were getting stuck and retrying repeatedly without completing. This has been resolved.

Performance

• Pasting and saving sample data on large workpapers is dramatically faster. On data-heavy engagements, operations that previously timed out or took more than ten seconds now complete in a fraction of that time — including both loading sample data and saving it with complex column dependencies.
• Workpaper cell edits and other workpaper actions load faster on engagements with large volumes of records, improving responsiveness across the board on data-heavy engagements.

Features

• Financial Statement Review now supports South African number formats. Firms using comma-decimal, space-grouped formatting (for example, "1 234 567,89") are correctly parsed and displayed throughout Financial Statement Review — including calculations, recalculation tolerance checks, and document matching.

Bug Fixes

• "Import Excel file" and "Copy from Request" are now available in the sampling modal when a workpaper template already has selection columns defined. Previously, only clipboard paste was offered in that state; all three entry methods are now consistently accessible.
• Pressing Escape while editing a task title now cancels the edit and restores the original title, instead of leaving you stuck in edit mode with a partially typed name saved.
• The app no longer hangs on the "Welcome Back" loading screen. An intermittent issue that prevented the app from forwarding to your engagement board on a cold load has been fixed.
• Clicking the logo or home button no longer routes to a broken page for users on certain engagements — the app now always resolves to a valid destination.
• The "Select All" checkbox in the multi-engagement client invite dialog now shows an indeterminate state when some — but not all — engagements are selected, making the current selection state easier to read at a glance.

Redesigned task workspace

The workpaper, overview, and memo pages now use a unified two-row header and a new panel layout.

• CoAudit is now a resizable left panel — drag its right edge to set the width you want; your preference is saved and restored on your next visit. Press [ to open or close it at any time.
• Files and Workflow live in a right panel toggled with ]. Both panels remember their open/closed state for the session.
• Breadcrumb navigation in the top bar leads with the Punchcard logo and shows the full client → engagement → task path, with the task's short ID in parentheses for quick reference.
• Smooth board-to-task transition — clicking a task card from the engagement board now animates the workspace into place rather than replacing the page.
• Full-screen CoAudit is still available via the expand button; press ESC to return to the split view.
• On mobile, CoAudit starts closed so the task content is visible immediately.

Workpaper improvements

• Problems panel is now resizable — drag the divider between the grid and the detail panel to set your preferred split; the height is saved automatically and restored without any flash on reload.
• Analysis findings appear at the bottom of the Problems list, below all configuration and data issues, so the most actionable items stay above the fold.
• Problems badge count now reflects only configuration and data issues — analysis findings are still listed in the panel but no longer inflate the count.

Bug fixes

• Saving a task as a template or cloning an engagement no longer fails silently when the task uses shared document groups.
• Engagement board no longer shows a blank page when following a board link that needs to redirect to the correct audience view.
• Applying the same tick mark simultaneously from two open tabs no longer produces an error — both actions now resolve correctly.
• Inviting a team member with an incorrectly formatted email address (for example, two addresses pasted together) now shows a clear validation message instead of failing.

New Features

• Private engagements: Mark any engagement as private from the engagement settings page options menu (⋯). A private engagement — and all its tasks — is hidden from firm colleagues who aren't explicitly named as team members. Only named members and admins can see it. The toggle updates immediately and reverts automatically if saving fails.

• Excel viewer renders cell colors and comments: The Workpaper Excel viewer now faithfully recreates background fill colors and font colors from the original file, so color-coded headers, highlighted rows, and styled tables appear exactly as they do in Excel. Cells with comments or notes show a small red triangle in the corner; hovering reveals the comment text.

• TEUR-aware math validation: The Financial Statement Review calculator now detects when a document is presented in thousands or millions (TEUR, MEUR, "in thousands") and automatically adjusts. Operand values display as integers matching the statement convention, a quiet unit label confirms the active scale, and the verdict reads "≈ Validates on rounding" when a footing passes within the tolerance band but isn't an exact tie. Column totals that appear before their operand columns — common in some European reporting layouts — are now also validated correctly.

• Plain text and RTF files can now be uploaded: .txt and .rtf files are now accepted for upload and AI extraction, joining PDFs, Excel files, and CSVs.

• Real-time identifier availability when creating an engagement: The short identifier field now checks availability as you type and shows an inline hint if the chosen identifier is already taken — for example, "ACME" is already in use. This engagement will be created as ACME2. — so you know the final identifier before submitting.

• CoAudit can link workpaper columns as engagement-wide variables: When working with the CoAudit agent on a Workpaper task, you can ask it to mark a column's extracted output as an engagement-wide variable, making those values available for reference across all tasks in the engagement.

Bug Fixes

• Excel citations now highlight the correct cell: Citation highlights in the Excel viewer now land on the right cell even when the spreadsheet has leading blank rows or columns before the data area.

• Citations on repeated values highlight one cell, not a span: When a cited value (such as "$0") appears in multiple cells of the same table row, the citation now highlights a single cell rather than drawing an incorrect band across unrelated cells.

• Page no longer freezes after closing a confirmation dialog: Clicking Cancel on a confirmation dialog — such as a file delete confirmation — could leave the entire page unresponsive to clicks. This is fixed.

• Workpaper automation correctly populates records for shared datasources: Running automation on a task that shares a datasource no longer produces an empty grid. Each task now generates its own records correctly.

• Financial Statement Review handles partial document processing more gracefully: If one section of a document encounters a problem during processing, the successfully processed sections are now preserved so the review can continue rather than failing entirely.

• CSV exports with title rows now import correctly: CSV files that begin with a report title line or blank line before the column headers — common in GL and payroll exports — are now recognized and imported correctly.

• Office lock files are rejected at upload: Temporary Office files (those beginning with ~$) are now immediately rejected with a clear unsupported-file error rather than being silently submitted for processing.

Performance

• Excel viewer opens large files faster: Cell color scanning is now limited to the visible portion of the sheet on open, so large workbooks no longer cause a noticeable delay when first viewed.

AI & CoAudit

• Files uploaded in CoAudit task chat are now auto-sorted into the correct document group as soon as they finish processing. A persistent trail in the conversation records what happened — "Uploaded invoice.pdf", "Sorted 3 files into Invoices · Bank Statements" — so you always know where your files landed, even after leaving and returning to the chat.
• Ask CoAudit to move a misrouted file: if a file ends up in the wrong group, tell CoAudit ("move invoice.pdf to the Invoices group") and it will move it without leaving the chat.
• Excel cell background colors and cell comments are now captured during file processing. Cells with color-coded classifications or embedded auditor notes in Excel workbooks are now visible to AI extraction columns.
• Excel files with formulas now show correct values instead of blanks. Formulas that previously computed to empty — common in programmatically produced spreadsheets — are now evaluated correctly.
• Chat messages with file attachments now reliably receive AI responses. A bug where certain messages appeared to send successfully but never produced a reply has been resolved.

Workpaper & Automations

• Testing attribute automations now pick up every file, including those added after the first run. Previously, files uploaded to a shared document group after you first ran an automation were silently skipped. All files are now included on every run.
• "Fill empty" reruns now correctly process all rows, including rows that were added since the previous run.
• Automations and Match Agent runs stay isolated to the correct workpaper when a document group is shared across multiple workpapers. Results no longer bleed between workpapers sharing the same document group.

Engagements & Clients

• Engagement identifiers no longer block creation or editing when already in use. The identifier field now adjusts automatically (e.g. SAND → SAND2) instead of returning an error that requires you to try again.
• Document groups created from PBC request imports are now available in the document group picker across other workpapers in the same engagement, so evidence collected for one workpaper can be reused without re-uploading.
• Creating new client organizations is faster. The New Client form now responds immediately after clicking Create instead of freezing on firms with many existing clients.

New Features

• Copy data directly from another request: A new "Copy from Request" option in Import Table Data lets you populate a workpaper table by copying data from another task in the same engagement. Pick the source task, choose a sample datasource or a tabular file, then configure the header row and columns using the same picker as a direct Excel import. Both source groups ("Sample Selections" and "Table Files") are always shown with a clear indication when a group is empty.

• Pick which sheet to import from multi-sheet Excel files: When importing an Excel file that has more than one worksheet, a sheet selector now appears in the column picker so you can choose exactly which sheet to use. Previously, imports always used the first sheet with no option to change it.

Performance

• Copy from Request source picker opens faster for large files: Row counts, column counts, and column headers in the source picker now load immediately instead of re-reading the file each time the picker opens. Files with tens of thousands of rows that previously caused a multi-second delay now appear instantly.

Bug Fixes

• All worksheets are now selectable when importing older Excel files: In some Excel files uploaded before a recent update, worksheets beyond the first appeared grayed out in the import sheet picker. Those sheets are now always selectable and always show the correct preview data for that sheet.

• Citation pills scroll to the right location on the first click: Clicking a citation pill in cell reasoning now navigates the document viewer to the correct passage immediately. Some citations previously required two clicks before landing in the right spot.

• Viewer header and toolbar stay visible after clicking a citation: Clicking an inline citation pill in cell reasoning no longer causes the document filename and toolbar buttons to disappear. The header stays intact while the citation is highlighted in the document.

• Toolbar buttons stay fully visible in a narrow viewer: When the document viewer is at a constrained width, toolbar action buttons (lasso, search, and others) now remain fully visible — the filename truncates before any buttons are hidden.

• "Informed by" tree: clicking a value node navigates the workpaper fully: Clicking a value link in the "Informed by" provenance tree now moves the grid selection, cell-detail panel, and document viewer to the referenced cell together. Previously the document viewer could fail to update or show the wrong content.

• "Informed by" tree: citation pills show one highlight and scroll vertically: Clicking a citation pill inside the "Informed by" tree now shows a single highlight on the document (no duplicate outline) and scrolls straight to the cited passage without any sideways movement.

• Wide preview tables scroll horizontally in Copy from Request: The data preview on the Copy from Request confirmation step now displays a horizontal scrollbar for tables with many columns, so all column data is visible without being squeezed.

New

• Request Once, Use Many is now available to all users: Attach an existing document group to multiple workpapers without asking clients to re-submit files. The option appears in the Source section when adding or editing a workpaper column. Co-Audit is also aware of which tasks share a document group when answering questions.

Workpaper

• Date formulas now calculate correctly: Formulas that compare or subtract dates — such as computing the number of days between an invoice date and a payment date — now produce the right result instead of treating the dates as arithmetic. Both M/D/YYYY and YYYY-MM-DD date formats are recognized.
• Large Excel files process faster: Processing large Excel spreadsheets during upload is now significantly more efficient, reducing slowdowns and failures on heavy files.
• Tick mark and template audience picker is cleaner: The Global/full-site audience option is now shown only to site admins, removing a choice that had no effect for regular auditors.

Files and Workflow Panel

• Explicit close and reopen controls: The right-side panel now has a ✕ button to close it entirely. When closed, a sidebar icon replaces the folder tabs and reopens the panel to whichever tab (Files or Workflow) you had open last.
• Reopening Files preserves your place: If you had a match cell selected when you closed the panel, reopening Files returns you directly to that cell's file view and match controls — not back to the top-level document picker.

Co-Audit AI

• Extraction tools work after a page refresh: The "correct extraction" and "edit extraction" tools now continue to work after refreshing the page. Previously they would report that extraction results were unavailable — even when the data was still intact.
• Declining a navigation suggestion no longer shows an error: Choosing "No thanks" when Co-Audit proposes a navigation now records as a neutral completed step in the chat, not a red error indicator.
• AI responses and analyses are more reliable: Fixed a category of failures where AI-generated content — including chat replies and document analysis results — occasionally failed to save due to special characters in the output.

Platform

• Library file deletion is now instant: Removing a file from the firm or engagement library now completes right away, even for recently-uploaded files that could previously take an extended time to delete.
• All emails now show the Punchcard logo: Invitation emails, task notifications, comment alerts, and activity summaries now display the full Punchcard wordmark, correctly rendered without clipping.
• Uploads to new document groups now work: Fixed an issue where uploading files to a document group created with the "Create New" option could fail silently.
• App updates no longer interrupt your session: When Punchcard deploys a new version while you're working, you'll see a "New Version Available" prompt and can refresh smoothly — rather than being unexpectedly redirected to the login screen.

Bug Fixes

• Deleting tasks with many attached files now completes reliably. Previously, deleting a task with a large number of files could fail partway through, leaving the task in an inconsistent state. The deletion now runs to completion every time.
• An unexpected error message on certain page transitions is resolved. Some users were occasionally shown an "unexpected response" error when the app redirected them between pages — for example, after a session change or when accessing a page they don't have permission to view. These redirects now work smoothly without showing an error.

Improvements

• Applying a template is now instant. The intermediate document group mapping screen has been removed from the template apply flow. Selecting a template and clicking Apply creates the task immediately — no extra confirmation step required.

• Email invites accept any paste format. When adding team members or clients to an engagement, you can now paste addresses in any common format: space-separated, comma-separated, one per line, or directly from Outlook ("First Last <email@firm.com>"). Invalid addresses are flagged inline before the invite is sent, so you can fix them on the spot instead of hitting a generic error after the fact.

• Foot/Crossfoot calculator lists operands in document order. Values in the F/CF calculator are now shown in the order they appear in the PDF — page by page, top to bottom — making it straightforward to trace each number back to its location in the source document.

Bug Fixes

• "Apply Valid" / "Apply Exception" no longer fails after a tick mark is removed. Re-applying a footing result to a number that previously had its tick mark removed now succeeds as expected, instead of showing a "Failed to finalize calculation" error.

• AI chat panel no longer goes blank during streaming. An issue that caused the chat panel to crash and stop rendering while a response was being generated has been fixed.

• Workpaper page is stable on long-running engagements. An issue causing the workpaper page to crash on engagements with a long activity history has been resolved.

EU Number Formatting

• European-formatted numbers are now fully supported across math validation and financial statement review. Firms using commas as decimal separators and periods as thousands separators (e.g. "1.234,56") will see numbers parse, foot, and display correctly throughout workpapers and the FSR review sidebar — previously these were misread or shown in US format.
• Multi-group European integers like "1.234.567" are now correctly recognized as whole numbers rather than being truncated.

Task Creation

• After creating a task from a template, you're taken directly to the most relevant page — the Workpaper for templates that include data sources, the Review page for document-review tasks, and the Overview for everything else. Previously, template-based tasks would sometimes drop you on the wrong page.
• A one-time "New: Reuse groups in templates" tip appears the first time you reach the template reconciliation screen, with a matching tip the first time you use "Use Existing" in the workflow sidebar. Both dismiss with a single "Got it" click.

Workpaper

• The Problems panel no longer shows a misleading entry before analysis has been run. Every new workpaper used to show a permanent informational row prompting you to run analysis — even when nothing was actually wrong. That entry is removed; the panel now only surfaces real issues.
• The Problems panel is visually cleaner: Fix with Co-Audit buttons on category rows now appear on hover (matching the per-row behavior), and the severity count badges next to category names have been removed.
• Automations run on shared document groups now show their progress and results correctly in the chat. Previously, the progress card could appear empty and results might never arrive in the chat when a data source was shared across tasks.

PDF Viewer

• The annotation drawing tool remembers your last-used color between sessions. The default color is now grey (previously red), and your chosen color is restored the next time you open a file.
• The FSR sidebar now shows "No findings yet" when no results are present, more accurately reflecting that running a test will produce output.

New Features

• AI-produced files in task chat. The Co-Audit agent can now build custom Excel spreadsheets, Word documents, and PDFs directly in the chat — not just describe what to do, but hand you the finished file. Ask for things like "build a loan schedule with a separate sheet per vendor" or "fill this form from our workpaper data" and a colored download chip appears at the end of the response. The agent can also read evidence and reference files already attached to the task when building its output.

• Move and Copy matched evidence. Right-clicking a matched row in the workpaper now offers a Move or Copy option under "Move to":

  • Move — removes the original match and creates it under the chosen parent row, with a preview of all downstream records that will be affected before you confirm.
  • Copy — adds a second association without touching the original, useful when the same evidence belongs under multiple parents.

• Run on empty match cells. Right-clicking an empty match column cell on a parent row now shows a Run option alongside "Pick document," so you can ask the agent to fill the match automatically rather than picking a file manually.

Improvements

• Template reconciliation is faster and clearer. When applying a template whose document groups share names with groups already in your engagement, the reconciliation screen now:

  • Lets you type a custom name when creating a new group (formula references update automatically).
  • Shows a "Client request · ID" chip next to any reuse option that's already shared with clients, and warns you that client uploads will continue going to the original task — so you know the upload ownership consequence before confirming.
  • Skips the screen entirely when there are no naming conflicts, jumping straight to a one-click Apply summary.
  • Highlights inline when two rows would resolve to the same name.

• First-run modal is simpler. When you open the Run dialog on a scope that has never been run, you now see just the scope description and a single Run button. The breakdown table and duplicate Re-run button only appear after something in the scope has been run.

• Remove Match is consistent everywhere. The consequence preview — showing how many downstream matched rows will be removed — now appears regardless of whether you use the grid right-click menu, the cell-detail panel, or the document-detail panel.

• Document group picker shows more context. The "Use Existing Document Group" panel now displays a file count badge on each group row, and task labels include the short task ID for faster scanning.

• AI artifact sessions start faster. The Co-Audit agent's file-building sessions now reach a ready state noticeably faster than before.

• Better AI model for EU users. The default AI model for auditors in the EU region has been upgraded to match the model used in the US.

Bug Fixes

• Co-Audit sidebar no longer splits in two. Opening "Fix with Co-Audit" from the Problems tab previously rendered a duplicate strip of recent chats below the chat panel. The chat panel now takes the full sidebar height as expected.

• Download chip appears once on saved chats. Reopening a chat that contained an AI-produced file used to show the download chip twice. It now appears exactly once.

• Template column setting for "run on no match" is now preserved. A per-column setting that controls whether the agent runs when no evidence match is found was being silently dropped when saving or applying templates. It now round-trips correctly.

Improvements

• Add Value stays accessible during operand assignment: When building a foot/crossfoot calculation by lassoing numbers one at a time, the Add Value button now remains visible even while a previous number is waiting for its row and column to be identified. You can keep adding numbers to the calculation without the button disappearing mid-flow.

• Row footing and column crossfooting are tracked as separate annotations: Tick marks for row footing and column crossfooting on the same number now coexist independently. Placing a column crossfooting no longer silently upgrades an existing row footing to Confirmed — both marks are preserved and reflect their correct direction.

Bug Fixes

• Task template description is now optional: The Save button in the Save-as-Template dialog is no longer disabled when the description field is empty. Templates can be saved without a description.

• Template save errors are now specific: When saving a template fails, the dialog now displays the actual reason (for example, if the source task is no longer available) instead of a generic "Please try again" message.

• Deleted-chat links no longer cause errors: Opening a link to a chat that was deleted, or restoring a session where the last active chat no longer exists, no longer produces an unexpected error.

New Features

• Workflow diagram in workpaper: A new interactive diagram in the workpaper sidebar visualizes all datasources as cards with connecting edges. Each card shows its type (Table Data, Client, or Auditor), column and file counts, and yellow warning banners when selection data or files are missing. Action buttons at the bottom let you run all automations or drill into per-datasource options — including a "Fill Empty" mode that skips cells that already have values.

• Context picker in task chat: An attachment popover now lets you choose exactly which files to include in your chat message. Files are grouped by datasource with "Select all / Deselect all" per group, a filename search, and a count badge. In task chat, a "Paste Selection Data" action opens the Add/Edit Selections modal directly from the chat panel — no need to navigate to the workpaper first.

• Chat can navigate directly to a sampling form: The Co-Audit Agent can now deep-link you to the workpaper and automatically open the selection data modal pre-set to a specific sampling method (Random, MUS, High Value, or JE Testing) — so following an AI recommendation takes you straight to configuration.

• Workpaper onboarding now offers two starting paths: When setting up a new workpaper, you can choose "Add Selections" (opens the import modal right away) or "No Selections" (proceed directly to naming a document group), matching how you actually want to begin.

Improvements

• Clearer selection data controls: The workpaper datasource toolbar now shows an "Add Selection Data" button when no data exists, and an "Edit Selection Data" split button when data is present. The split button separates "Replace Selection Data" (clear and re-import, including changing headers) from "Append Rows" (add rows while preserving existing column structure).

• Done tasks visible by default on the board: Completed tasks now appear on the board by default. Use the "Completed issues" filter to hide them — opting in to hiding rather than opting in to seeing.

• Status change confirmation when selection data is missing: When moving a client-visible task to a status clients can see, and the task has no pasted selection data, a confirmation dialog now appears. It lists each affected task and requires an acknowledgement before proceeding — preventing accidental client exposure of requests without data.

• Library file preview improvements: The library now shows a graceful fallback for corrupt or unreadable PDFs instead of a blank error. Excel previews include sheet tab navigation so you can browse between tabs.

• Welcome email errors now show the specific reason: If sending a welcome email to an auditor or client fails, the notification now shows the specific cause (e.g., "on suppression list — contact support to remove") instead of a generic error.

Improvements

• New Engagement form: The Create button now stays disabled until the engagement name is entered, making it clear when the form is ready to submit.
• Activity Feed filters: Filter labels have been updated to plain language — People, Activity Type, and Client replace the previous technical labels, making it easier to find what you're looking for.

New Features

• PDF citation highlighting in chat: When the AI references a value from a source document, it can now pin the exact region directly in the document viewer — not just quote the text. Click the citation to jump to the highlighted area in the PDF. Available in task chat once document context exists (file reads, attachments, or extraction results); available in Co-Audit Chat whenever attachments are present in the conversation.

Improvements

• Engagement variable context management in chat: In long AI chat sessions, previously fetched engagement variable values are automatically compacted out of the AI's working context and replaced with a lightweight reference — keeps sessions running cleanly without hitting context limits. The AI re-fetches the value automatically if it's needed again.
• New Client button on client detail page: You can now create a new client directly from a client's detail page header without navigating back to the client list.

Bug Fixes

• Match column "matched manually" label corrected: The "This file was matched manually" tooltip on workpaper match cells now only appears when a file was genuinely assigned by hand. Files matched by the AI agent or rules-based matching no longer carry this label.
• Duplicate client name validation: Attempting to create a client organization with a name that already exists in your firm now surfaces an inline error ("A client with this name already exists") immediately, rather than failing without clear feedback.

Improvements

• Roll forward no longer carries stale prior-year variable values: Engagement variables linked to workpaper columns (synced variables) are now left blank when rolling an engagement forward — they populate automatically when the destination workpaper runs. User-set variable values continue to carry forward as before.
• Re-running roll-forward is safer: Re-running against an existing destination no longer overwrites synced variable values that the destination workpaper has already populated.
• Roll Forward dialog always pre-populates from completed engagements: Navigating to Roll Forward from a prior-year engagement marked as Done now correctly pre-selects the client and engagement, even if engagement data is still loading.

AI Chat

• Look up engagement variables in Co-Audit Chat: The AI can now list all engagement variable names and retrieve the current value of any specific variable (e.g. "What's the materiality threshold?"). Works in both task chat and standalone chat.

Bug Fixes

• 404 pages redirect to your engagement: Navigating to an unknown or mistyped URL no longer leaves you on a dead-end error page — authenticated users are automatically redirected to their most recent engagement.

New Features

• FSR PDF exports now open with a structured cover sheet. The prepended cover sheet provides a full tick-mark index in two sections — §01 lists every flagged exception with its mode, tick-mark identifier, description, and reviewer notes; §02 is a complete index organized by mode (PY → IC → F/CF). Every row is a clickable internal link that jumps directly to the matching page in the financial statements (and to the exact on-page location when a bounding box is available). The cover sheet also includes a masthead (client name, engagement title, reporting period) and a six-entry tick-mark legend, making the exported PDF self-contained for offline review.

Bug Fixes

• Cloned engagements: reference and library files are now accessible to all recipients. Previously, auditors provisioned via a sandbox clone were denied download and viewer access to reference and library files because file ownership still pointed to the source engagement. Files are now correctly scoped to the destination task, and access is restored immediately for all clone recipients — including non-admin auditors.

• Engagement board: disabled board pills now show real counts and smarter guidance. When the Requests or Tasks board is turned off in engagement settings, the pill now shows the actual task or request count instead of a hardcoded zero. If hidden tasks exist — for example, after cloning from an ALL-visibility engagement — the tooltip explicitly flags it: "This engagement has client-visible requests but the board is hidden. Enable it in engagement settings." When the count is zero, the original shorter tooltip is shown. Auditors can now tell at a glance whether there are tasks waiting on them vs. whether the board is simply unused.

• Automation progress cards are more accurate after network interruptions. On reconnect following a pod rotation, stale failure markers in the automation progress card are immediately replaced by the correct live status if the background retry has already succeeded — no more misleading red indicators on automations that actually completed. In the AI chat run card: a "Reconnecting…" pill appears during brief connectivity gaps so in-progress runs look like transient buffering rather than failures; the "Analysis skipped" warning is suppressed while a run is still in flight and only surfaces after the run reaches a terminal state; and Cancel now reliably targets the correct run by its unique ID rather than the short automation ID.

New

• Automatic client-upload enrollment: document group datasources added to a task that is already client-visible are now automatically set up for client uploads at creation time — no need to manually toggle "Provided by: Client" afterward.
• Co-Audit Agent row pagination: the agent can now page through large datasource tables (default 20 rows per call, up to 100 per request with offset support) and filter by specific columns — reducing incomplete or truncated reads on wide or high-row-count tables.

Improvements

• Unsupported file formats now download automatically: clicking a file in the file explorer that cannot be previewed triggers a browser download instead of failing silently.
• Clear message for deleted files: if a file has been removed, the viewer now shows "This file is no longer available — it may have been deleted." instead of a generic error.

Fixes

• Memo auto-saves are more resilient — edge cases that previously caused silent save failures are now handled correctly.
• Resolving multiple comments at once is faster — previously sent one request per comment, now resolved in a single call.
• Stale chat sessions are cleaned up correctly when a chat no longer exists in the list.

New Features

• Template share links: Copy a universal link to any task template directly from the template preview header. Recipients are taken to their own board with the Add modal already open to that template's focused preview — no searching required.
• Template deep-link: Boards opened with a ?templateId URL (e.g. from a shared template link) jump straight to that template's focused preview; an error toast appears if the template is unavailable or inaccessible.

Improvements

• Roll Forward now preserves more: rolling tasks into a new engagement carries over categories, memo fields (Purpose, Source, Scope, Procedures), and datasource column structure. Task status resets to To Do; conclusions are intentionally left blank. Engagement variables are cloned with their workpaper column links intact; re-running roll-forward removes any stale column links that were disconnected in the source since the last run.
• Add task modal context: when opened from an engagement, the client and engagement are now pre-selected from the current URL even before the page context has fully loaded. Client and engagement dropdowns scroll when the list is long.
• Task description editing: external changes to a task description (e.g. from AI chat) now apply in-place without reloading the editor — cursor position and focus are preserved mid-keystroke. Saving your own changes no longer briefly echoes back to the same tab.
• Formula columns on Collective output: formula columns that reference a Collective retrieval column now reduce the multi-value result sensibly — numbers are summed, dates become a min–max range, booleans check that all values are truthy, and text values are deduplicated and joined.
• Semantic search on Excel and CSV files: files without vector embeddings (Excel, CSV) now automatically fall back to trigram keyword search so they appear in semantic search results even before the embedding pipeline has run.
• Sandbox reset reliability: resetting a sandbox engagement now performs an atomic swap — the new copy replaces the old one with the same short identifier preserved. If the clone fails, the original is left intact and the reset can be retried. The board auto-refreshes on completion.

Bug Fixes

• Engagement access errors: navigating to an engagement you cannot access or that no longer exists now shows a descriptive error page instead of an infinite loading spinner. Auditors see guidance to ask an admin to add them; clients are told to contact their auditor. A Go to home button is shown in both cases.
• Clients page access: non-auditor users are now correctly blocked from /clients routes at the middleware layer and redirected to home, rather than reaching an error state.

New Features

• Memo fields in task templates: Templates now capture the task memo — Purpose, Source, Scope, and Procedures — when saved. When you create a task from a template, those fields are pre-filled automatically. The template browser also shows a read-only Memo preview before you select, so you know what setup content will be applied. Conclusion is intentionally excluded (it's per-audit sign-off content, not template material).
• Full-screen task chat: A new expand button in the task chat sidebar header widens the chat panel to fill the screen, giving more room for longer AI-assisted review sessions. Press ESC or click the collapse button to return to the normal layout.

Improvements

• Workflow builder retired: The inline workflow builder has been removed from Co-Audit Chat. Workpapers are now created directly via task creation. Existing conversations that used workflow builder tools display an inline notice in place of the old tool cards.

Bug Fixes

• Comment errors now visible: Comment submissions that failed silently (403 error) now show an error toast so you know the comment didn't go through.
• Bulk-review cross-datasource cells: Fixed bulk-review and right-click review not correctly picking up cross-datasource and top-level cells.
• Deep analysis progress indicator: The in-progress spinner now appears correctly when running a single-question deep analysis.
• Duplicate task preserves Conclusion: Duplicating a task now correctly retains the Conclusion memo field on the copy.

AI & Chat

• Post-run automation summary: After triggering a workpaper automation from chat, the AI now automatically follows up with a ranked summary of proposed fix groups — most impactful changes first, with representative before/after examples — and asks for your authorization to apply them. If the run failed, it explains what went wrong. This summary appears immediately after the run and persists on subsequent chat revisits.
• Engagement search when creating tasks: When asking the AI to create a task from chat, you can now refer to an engagement by name, client, or short ID (e.g. "QA agentive") and the AI will filter to the right match. If nothing matches, you'll get a helpful suggestion rather than an error.

Workpaper

• Match source markers: Cells in match agent columns now display a small superscript on the passing icon showing how each protected record was sourced — ᶜ for client-assigned records, ᴹ for manually protected or matched records, and no suffix for agent-auto-matched records. These markers are preserved when exporting to Excel.
• Lasso deduplication: Manually lassoing a PDF region for a record that already exists (same file, same parent) now updates and promotes that row in place rather than inserting a duplicate row.
• Manual match acceptance deduplication: Manually accepting a file or record match in a match-agent datasource now promotes any existing agent-created rows for the same file/parent combination rather than creating duplicates — ensuring your manual acceptance survives the next agent cleanup pass.

Features

• Co-Audit Chat — The AI assistant has been renamed from "Copilot" to Co-Audit Agent across the platform, reflecting its deeper integration into the audit workflow.
• In-chat navigation — Ask the Co-Audit Agent to take you anywhere on the platform and it will present a confirmation card ("Navigate to [page]?") before moving you there. Your chat history carries forward when navigating to pages with a chat area (workpaper, overview, request table, task chat), so you never lose context mid-conversation.
• Task search and discovery from chat — The Co-Audit Agent can now search for tasks by name, description, or short identifier across all your engagements, and list all engagements you have access to — directly from the chat input.
• Create tasks from chat — Ask the agent to create a new task and it will do so without leaving the conversation. You can create blank tasks or instantiate from a firm template (pre-configured with datasources, columns, and automations). A "Task created" card appears with Go to task / Stay here options, and your current chat carries forward to the new task.
• Acceptance criteria tools in workpaper chat — The Co-Audit Agent can now list, create, edit, delete, and run acceptance criteria on a workpaper datasource directly from the task chat. Deletion requires explicit user approval. The agent will not proactively create acceptance criteria — it only acts when you ask.

Improvements

• File search is more powerful — searchFilePages now supports regex patterns, page ranges, case-sensitive mode, and word/line-based context extraction. It also auto-detects total page count to prevent out-of-range searches, skips pages that error rather than treating them as matches, and returns a clean error immediately for inaccessible files.
• Deep analysis survives page refreshes — Run status (running / completed / error) is now persisted server-side. If you refresh the workpaper while a deep analysis is in progress, the spinner is restored immediately and the run continues uninterrupted.
• Deep analysis progress card stays in sync on reconnect — If your WebSocket reconnects mid-run, the deep analysis progress card is updated in place rather than being dropped or duplicated.

New Features

• Export chat to Word: Download the full conversation from any task chat as a .docx file — available in the three-dot menu in the task chat sidebar.
• Engagement disambiguation: When multiple engagements share the same short identifier (e.g. ACME-2025), navigating to that engagement now shows a disambiguation screen listing each match with its client name and audit period. Open the right engagement directly or jump to its settings from the same screen.

Improvements

• AI analysis performance: Workpaper AI runs now process document pages more efficiently, reducing wait times for large or complex files.
• FSR year detection: Tables with ambiguous year references are classified more accurately, reducing mismatches during financial statement review.

Bug Fixes

• Chat overflow: Long URLs and text in chat messages now wrap correctly instead of overflowing or being clipped.
• Requests with files counter: The "Requests with files" count in the request table now stays accurate after uploading files individually rather than in bulk.