Catalyst · Onboarding
Launch your first client in 2 to 3 weeks.
Catalyst is our proven onboarding program. Zero disruption to your current audit schedule. Punchcard's engineering team handles the technical setup and training — your team gets confident and productive on day one.
Overview
A purpose-built tool, deployed without the friction.
Punchcard is the audit operating system: structured requests, AI-powered substantive testing, and reviewable workpapers in one place. Catalyst is how your firm gets there — fast, with no disruption to engagements already in motion.
Average time to first client launch: 2 to 3 weeks. Your dedicated Punchcard expert guides your firm from first login to confident client launches — and beyond.
Why Punchcard
Three reasons launches go this smoothly.
Built by auditors and engineers
A team that understands the daily work.
Every Punchcard team member is a former auditor or a forward-deployed engineer. We don't sell software and disappear — we partner with your firm to help you grow, improve the client experience, and ship better software faster than anyone else.
Seamless migration
Switch from legacy audit software without the headaches.
Intuitive design means minimal training time and faster team adoption. Our fastest firm launch finished in a single week. Most teams are fully productive within two.
Proactive AI agents
Agents that work alongside you, from the cloud, in parallel.
Punchcard means agents proactively completing work on your behalf. CoAudit, Workpaper, and FS Review run in parallel with your team — helping you deliver better client experiences and improve audit quality on day one.
“We launched our first client in under two weeks. The platform is incredibly intuitive, and the support team understands our audit process better than other software we've worked with for years. It's been a game-changer for our efficiency.”
Launch Process
Four phases, fully supported.
Discovery & planning
We start by understanding your firm's unique processes and goals. Punchcard gets configured to match your workflow — not the other way around.
- Assess your current audit workflow and pain points
- Set clear expectations and success metrics
- Build your customized launch timeline
- Identify the right first client engagements
Workshops & training
Interactive workshops using your actual audit files and processes. We configure Punchcard to match your firm's methodology while training your launch team on the core features. Members receive targeted assignments between sessions to ensure readiness.
- Hands-on platform training with your audit files
- Custom workflow configuration
- Team adoption strategies
- Legacy system migration planning
Client launch
Launch your first 3–5 engagements with hands-on expert support. Each launch builds your team's confidence while delivering immediate value to your clients and auditors. The program doesn't end here — we keep supporting additional teams and engagements as requested.
- Pre-launch readiness assessment
- Guided client setup and kickoffs
- Real-time support during initial engagements
Partnership & growth
Your success is our priority. We maintain regular contact to ensure continued growth, address questions, and incorporate your feedback into the product.
- Audit procedure template setup and configuration
- Weekly drop-in training during busy season
- Product roadmap input and early access
- Workflow optimization recommendations
- Expansion planning for additional clients
Your Launch Team
Success requires the right people.
Here's who should be involved and what they contribute.
Launch Team Lead
Choose a senior team member (Senior Manager or Manager) who can dedicate 3–4 hours per week during onboarding. This person will:
- Serve as primary contact with Punchcard
- Schedule and attend all training sessions and client launches
- Make configuration and workflow decisions
- Champion adoption across your firm
- Coordinate team assignments and gather feedback
Launch Team Members (3–5 people)
Include representatives from different levels (Manager, Senior, Staff) to ensure comprehensive perspective. Members will:
- Share insights about current audit processes and challenges
- Participate in relevant training workshops (2–3 sessions)
- Test platform features with real audit scenarios
- Complete brief assignments between sessions
Launch Timeline
From first login to ongoing partnership.
Discovery call
2-hour session with your launch team and Punchcard expert to assess your workflow and plan the launch.
Training workshops
Three 2-hour hands-on sessions focused on your audit files and processes. Flexible scheduling.
First client launch
1-hour guided setup for each of your first 3–5 client engagements with real-time expert support.
Partnership & growth
Weekly 30-minute check-ins during onboarding, then scheduled support based on your firm's needs.
Ready to delight your clients?
Book a personalized demo and schedule your first client launch in as little as 2 to 3 weeks.