What's new in AiDA (2025-09)

Learn about the features available to you in the latest release of AiDA for Working Papers.

Firm-managed knowledge bases

Firms can now upload a collection of PDFs to create firm-level knowledge bases. AiDA references this content when answering queries, enabling more context-aware and tailored responses. Users with either the Settings Admin or Admin role can:

• Add any number of knowledge bases.

• Enable knowledge bases for specific Caseware solutions (including Working Papers).

• Choose which knowledge bases AiDA uses when forming answers.

• Upload content that is securely scoped: AiDA only uses it for your firm's users.

This establishes a foundation for differentiated, firm-specific experiences with AiDA. It empowers firms to combine AiDA's intelligence with curated content. Answers then reflect firm-specific practices, policies, and terminology.

Learn about best practices for AiDA knowledge bases and how to create, manage and use them in Create firm-managed knowledge bases.

Important note on transparency

Inline references aren't yet available for firm-managed knowledge bases. Support will be added in a future release.