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- English (US)
- Complete the engagement setup procedures
- Planning
- Get Started
- Accounting estimates
- Index
- New in AiDA
- What is Caseware AiDA?
- Supported third-party desktop accounting software
- Test your single sign-on integration
- Assign API permissions
- Assign authorized staff to use single sign-on
- Generate the Reply URL
- Configure optional claims
- Copy the metadata endpoint
- Generate a client secret
- Integrate single sign-on with ADFS
- Annotate a PDF document
- Get started with Caseware Cloud Connector
- Clear the Office cache
- Tax group assignment
- Tax schedules
- https://portal.cpa.com/aa/onpoint-ebp
- What is OnPoint EBP?
- English (US)
- Get started with central planning
- English (US)
- User roles and permissions
- Get started with Caseware SQM
- SoQM
- Support
- Index
- Copy files from Cloud
- Upload documents
- Attach documents to an engagement file
- Group audit overview
- Understand the trial balance dataset
- Trial Balance Data
- Get Started
- Index
- Generate the import file for Quickbooks
- Tax deprecation FAQs
- English (Canada)
- Cloud Engagements 2025-12
- Data match
- CloudBridge (All regions, Bulk)
- Get CloudBridge
- Automated extraction
- Ask AiDA questions
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