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- Start the engagement
- Known issues
- Perform risk assessment
- Perform the acceptance and continuance
- Configure firm settings
- Assign system-wide security roles
- Staff
- Complete the engagement setup procedures
- Edit firm-managed knowledge bases
- New in AiDA
- Cloud Engagements 2025-12
- View data for consolidated engagements on the Data page
- Get started - Firm Administrator
- Get started - Staff
- Grouping structures in Cloud Connector
- New in Caseware Cloud
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