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PracticeGuru LearningsCourses for tax professionals

PracticeGuru Learnings

The skills your practice needs, besides the tax law

Short, practical courses for CAs, tax practitioners and their staff: how to get and keep clients, how to keep their data safe, and how to use AI safely in daily office work. Made by the PracticeGuru team, trusted by 5000+ tax professionals.

  • 6 courses
  • First lesson free, 7-day money-back
  • Rs. 999 per course, lifetime
  • Rs. 1,499 / year Office Subscription Plan, you + 10 staff

The problem

What nobody teaches a tax professional

You spent years learning the law. Running the practice (getting clients, keeping their data safe, training staff) you had to learn by trial and error.

The CA course teaches the law, not how to get clients or protect their data.

Most courses are made for other businesses, not for a tax practice.

Good courses are long and costly. These are short, practical and Rs. 999.

Courses

Pick a course. Read the first lesson free.

Each course is short, made for a tax practice, and ends with something you can use in your office the same week.

Sales Academy

Course 1

Sales Academy

Sales & marketing for tax professionals

25 chapters, 101 action points and a certificate. Learn how to get and keep clients within ICAI rules.

  • 25chapters
  • 101action points
  • 20question test
  • 1certificate

You will learn to

  • Market and brand your practice within ICAI guidelines
  • Get found online: website, Google SEO, business profile, blogs and content
  • Build followers and use email marketing
  • Network offline and turn contacts into leads
  • Run a sales meeting, negotiate, and send a proposal that wins
  • Build your own Guided Sales Book of 101 action points
See all 25 chapters

Introduction

  1. Introduction
  2. Marketing for Professionals
  3. Branding for Professionals

Online Marketing

  1. Online Marketing
  2. Website
  3. Different Channels
  4. Blogs
  5. Google SEO
  6. Business Profile
  7. Content
  8. Gain Followers
  9. Email Marketing

Offline Marketing

  1. Offline Marketing
  2. Networking

Sales

  1. Negotiation
  2. Sales Meeting
  3. Proposal / Quotation
  4. Proposal Email

Others

  1. Internal Branding
  2. Other ICAI Guidelines
  3. How PracticeGuru Can Help
  4. Conclusion

Exam and Certificate

  1. Claim Certificate

My Sales Guide

  1. My Sales Guide

Rs. 999 + GST, one-time, lifetime access

7-day money-back guarantee

Read first lesson free About the course Buy
Digital Office & Data Safety

Course 2

Digital Office & Data Safety

Keep client data, passwords and DSCs safe

13 short lessons with checklists: passwords, DSCs, phishing, backups, staff access and the DPDP Act for CA firms.

  • 13short lessons
  • 2.9hours in all
  • 2templates
  • 1certificate

You will learn to

  • Spot fake department emails and WhatsApp links before anyone clicks
  • Move portal passwords out of Excel and WhatsApp into a password manager
  • Keep a DSC register: who holds which token, and when it expires
  • Back up the right way, and test that a restore actually works
  • Give staff access on day one and take all of it back on their last day
  • Understand what the DPDP Act asks of a CA firm, in plain words
See all 13 lessons

Start here

  1. Why small CA firms get targeted

Lock the doors

  1. Map your office data
  2. Passwords and portal logins
  3. DSC safety
  4. Email and WhatsApp safety
  5. Laptops and phones

Look after the files

  1. Cloud storage and folders
  2. Backups
  3. Collecting client documents safely

People and the law

  1. Staff joining and leaving
  2. The DPDP Act for CA firms
  3. When something goes wrong

Make it stick

  1. Your one-page data safety policy

Rs. 999 + GST, one-time, lifetime access

7-day money-back guarantee

Read first lesson free About the course Buy
AI for Tax Professionals

Course 3

AI for Tax Professionals

Use ChatGPT, Claude and Gemini safely in daily office work

13 short lessons: client mails, notices, circulars, Excel and office documents with AI, without leaking client data. 50 ready prompts and a firm AI policy.

  • 13short lessons
  • 2.8hours in all
  • 50ready prompts
  • 1certificate

You will learn to

  • Pick the right tool (ChatGPT, Claude, Gemini or Copilot) and set it up safely
  • Hide PAN, Aadhaar and bank details before anything goes into an AI tool
  • Draft client emails and WhatsApp reminders, also in Hindi, Marathi or Gujarati
  • Read a notice, list the documents needed and outline a reply, checked by you
  • Summarise circulars and judgments in 2 minutes, and use AI with Excel
  • Check every AI answer before it reaches a client, and roll out a firm AI policy
See all 13 lessons

Start here

  1. What AI can and cannot do in a CA office

Set up safely

  1. Picking your tool
  2. Client data rules: what never goes in
  3. Asking AI properly

Daily office work

  1. Client communication
  2. Notices: reading and draft replies
  3. Circulars and judgments in 2 minutes
  4. AI + Excel
  5. Office documents
  6. Meetings and notes

Grow and stay safe

  1. Marketing within ICAI rules
  2. Checking AI output
  3. Firm AI policy + 30-day rollout

Rs. 999 + GST, one-time, lifetime access

7-day money-back guarantee

Read first lesson free About the course Buy
Excel for Tax Practice

Course 4

Excel for Tax Practice

Do in 10 minutes what takes your staff an afternoon

13 short lessons on real office files: clean portal and bank data, lookups, matching two lists, pivot tables, Power Query, and 4 ready office templates.

  • 13short lessons
  • 2.9hours in all
  • 4office templates
  • 1certificate

You will learn to

  • Clean data from the GST/IT portals and bank statements without breaking IDs
  • Use XLOOKUP and VLOOKUP, and match two lists: books vs statement
  • Make party-wise and month-wise pivot tables in two minutes
  • Work out fee due, slabs and ageing with SUMIFS and COUNTIFS
  • Combine 12 monthly files in one click with Power Query
  • Check formulas for errors, and let AI write formulas without leaking data
See all 13 lessons

Start here

  1. Excel habits that save an hour a day

Clean and find

  1. Clean data from portals and banks
  2. Sorting, filtering and duplicates
  3. Lookups: XLOOKUP and VLOOKUP
  4. Matching two lists

Summarise

  1. Pivot tables
  2. IF, SUMIFS and COUNTIFS
  3. Dates and deadlines

Work faster

  1. Power Query: combine files
  2. Checking work: audit tools
  3. Office templates that last

Finish and share

  1. Charts and a one-page summary
  2. Excel with AI, and safe files

Rs. 999 + GST, one-time, lifetime access

7-day money-back guarantee

Read first lesson free About the course Buy
Client Handling & Fee Collection

Course 5

Client Handling & Fee Collection

Get paid on time, without losing the client

13 short lessons: taking on clients, engagement letters, pricing, raising fees, billing and polite collection, within the ICAI rules. Letters and scripts included.

  • 13short lessons
  • 2.9hours in all
  • Wordletters and scripts
  • 1certificate

You will learn to

  • Spot red flags before you take on a new client
  • Put scope, fees and timelines in an engagement letter for everyday work
  • Price your services and raise fees without losing clients
  • Bill on time with advance, milestone and retainer billing
  • Collect what is owed with a polite reminder ladder and call script
  • Handle difficult clients, and end a client relationship properly, within the ICAI rules
See all 13 lessons

Start here

  1. Why good firms still don't get paid

Before the work

  1. Taking on a new client
  2. Engagement letters for everyday work
  3. Pricing your services

Getting paid

  1. Raising fees without losing clients
  2. Billing on time
  3. Collecting what is owed
  4. When a client does not pay

People

  1. Difficult clients and conversations
  2. Communicating with clients
  3. Service routines and feedback
  4. Losing a client well

Make it stick

  1. Your client and fee policy

Rs. 999 + GST, one-time, lifetime access

7-day money-back guarantee

Read first lesson free About the course Buy
First 90 Days in a CA Office

Course 6

First 90 Days in a CA Office

Onboarding for new staff and articles, with your office's own rules

13 short lessons for every new joiner: confidentiality, files, DSCs, talking to clients, checklists and reporting. Your office rules appear inside the lessons.

  • 13short lessons
  • 2.3hours in all
  • Youroffice rules inside
  • 1certificate

You will learn to

  • Understand how a CA office works, who does what, and the year's calendar
  • Keep client information confidential: phones, WhatsApp and social media
  • Handle files, DSCs, passwords and OTPs the safe way
  • Talk to clients and ask for documents politely and clearly
  • Work with checklists, report daily, and raise mistakes early
  • Read your own office rules inside the lessons and confirm them
See all 13 lessons

Start here

  1. Welcome to a CA office

Settling in

  1. Your first week
  2. Who to ask for what

Handling client work

  1. Client information is confidential
  2. Documents, files and folders
  3. DSCs, passwords and OTPs

Working with clients

  1. Talking to clients
  2. Asking clients for documents

Doing good work

  1. Doing the work right
  2. Your day: tasks and reporting
  3. Mistakes and "I'm stuck"

Growing

  1. Office conduct and a safe workplace
  2. Growing in the firm

Rs. 999 + GST, one-time, lifetime access

7-day money-back guarantee

Read first lesson free About the course Buy

Compare

Which course first?

Want more clients? Start with Sales Academy. Worried about client data, a lost DSC or a fake department email? Start with Digital Office & Data Safety. Want to save hours on mails, notices and Excel? Start with AI for Tax Professionals. Losing hours to Excel? Start with Excel for Tax Practice. Clients paying late, or not at all? Start with Client Handling & Fee Collection. Taking on new staff or articles? Start with First 90 Days in a CA Office.

Sales AcademyDigital Office & Data SafetyAI for Tax ProfessionalsExcel for Tax PracticeClient Handling & Fee CollectionFirst 90 Days in a CA Office
Who it is forPartners and practitioners who want more clientsPartners and every staff member who touches client dataPartners and staff who write mails, read notices or work in ExcelArticles, juniors and partners who work in Excel every dayPartners and senior staff who take on clients and chase feesEvery new staff member and articled assistant, in their first weeks
Length25 chapters, about 20 days at your own pace13 lessons of 12 to 18 minutes; done in a week13 lessons of 10 to 15 minutes; done in a week13 lessons of 12 to 15 minutes, on real office files13 lessons of 12 to 15 minutes13 lessons of about 10 minutes; done in the first week or two
FormatRead or listen; each chapter ends with action points in your Guided Sales BookShort lessons, each ending with a "Do this today" boxShort lessons with prompts you can copy, each ending with a "Do this today" boxShort lessons, with practice sheets for 10 of the 13 lessonsShort lessons with letters, reminder messages and call scripts in WordShort lessons with your office's own rules shown inside them, each ending with a "Do this today" box
You finish withYour own sales manual of 101 action points, and a certificateA password manager, a DSC register, a tested backup, a joiner and leaver checklist and a one-page data safety policyOne AI tool set up safely, a data-masking habit, a checking rule for every AI answer and a signed one-page firm AI policyClean portal and bank data, lookups, pivots, Power Query and 4 office templates (fee register, client master, work tracker, DSC register)Engagement letters, a fee-revision letter, a polite reminder ladder and a one-page client and fee policyA joiner who knows the office habits and has read and confirmed your office rules
CertificatePass a 20-question testRead all 13 lessonsRead all 13 lessonsRead all 13 lessonsRead all 13 lessonsRead all 13 lessons
PriceRs. 999 + GST, lifetimeRs. 999 + GST, lifetimeRs. 999 + GST, lifetimeRs. 999 + GST, lifetimeRs. 999 + GST, lifetimeRs. 999 + GST, lifetime
Free to tryRead the first lessonRead the first lessonRead the first lessonRead the first lessonRead the first lessonRead the first lesson

Pricing

Buy one course, or train your whole office

Prices are plus 18% GST. No GST number? WhatsApp us.

One course

For you

Rs. 999 + GST, one-time

  • One course of your choice
  • One person, lifetime access
  • Action points, checklists and templates
  • Your own certificate
  • 7-day money-back guarantee
Buy Sales Academy Buy Digital Office & Data Safety Buy AI for Tax Professionals Buy Excel for Tax Practice Buy Client Handling & Fee Collection Buy First 90 Days in a CA Office

Office Subscription Plan Best for firms

For you and your staff

Rs. 1,499 / year + GST, renews yearly

  • Every course on PracticeGuru Learnings
  • You + up to 10 staff at a time
  • Invite staff by link; add or remove people any time
  • Each person gets their own login, progress and certificate; certificates stay even after someone leaves
  • 7-day money-back guarantee
Subscribe for your office · Rs. 1,499 / year

7-day money-back guarantee. Not happy? Tell us within 7 days of paying and we refund 100%. No awkward questions. Read the refund policy

Data leaks usually start with staff: a clicked link, a shared password, a lost pen drive. The Office Subscription Plan lets everyone in your firm take Digital Office & Data Safety for Rs. 1,499 a year, less than the cost of one course per person.

How it works

From sign-up to certificate

  1. Register freeOne account for every course. The same login works for OneClick Branding.
  2. Read the first lesson freeEvery course has a free first lesson. See the style before you pay anything.
  3. Buy one course, or the Office Subscription PlanA single course is yours for life. The Office Subscription Plan covers you and your staff, renewed every year.
  4. Learn and actShort lessons with action points and checklists. Your progress is saved; stop and continue any time.
  5. Get your certificateFinish the course and download a certificate anyone can check online.

Get certified

A certificate for every course you finish

Sales Academy: pass the 20-question test. Digital Office & Data Safety: read all 13 lessons. AI for Tax Professionals: read all 13 lessons. Excel for Tax Practice: read all 13 lessons. Client Handling & Fee Collection: read all 13 lessons. First 90 Days in a CA Office: read all 13 lessons. Each certificate shows your name, the date and a certificate number, so you can show it to clients or add it to your website and LinkedIn. Anyone can check any certificate number on our website.

Check a certificate
Sample certificate: AI for Tax Professionals, with date and certificate number Sample certificate: Sales Academy

From the house of PracticeGuru

Built by the team tax professionals already trust

PracticeGuru (Brainy Accountant Solutions Pvt Ltd) builds OneClick Branding, SignReady and WebifyTax for 5000+ CAs, CS, lawyers and tax practitioners across India. Sales Academy was written by Chartered Accountants in practice for over 16 years, from their own experience and mistakes.

As covered by

The Times of India DNA India United News of India
TIOL award

Awarded by TIOL

Recognised by TIOL for our contribution to tax professionals; the award was presented by the Finance Minister of Andhra Pradesh. PracticeGuru is also a startup recognised by DIPP, Government of India.

Visit PracticeGuru

FAQ

Frequently asked questions

What does a course cost?
Rs. 999 + 18% GST per course, one-time, for one person, with lifetime access. The Office Subscription Plan is Rs. 1,499 per year (+ 18% GST) for every course, for you and up to 10 staff.
Can I read before I pay?
Yes. Register free and read the first lesson of any course. Buy only if it helps.
Who are these courses for?
Chartered Accountants, tax practitioners, Company Secretaries, lawyers and their staff. Every example comes from a tax practice.
How does the Office Subscription Plan work?
You subscribe for a year and invite your staff by link from "My office". Each person gets their own login, progress and certificate. You can remove someone and invite another person any time, up to 10 staff at a time.
Is there a refund?
Yes. Every course and the Office Subscription Plan have a 7-day money-back guarantee: if you are unhappy, tell us within 7 days of paying and we refund 100%. No awkward questions. Read the refund policy.
I don't have a GST number. Can I still buy?
Yes. WhatsApp us on 91366 67325 and we will help you.
I already bought Sales Academy. Do I need a new account?
No. Log in with the same email and password; Sales Academy is already in "My courses".

Start with one free lesson today

Register free, read the first lesson of any course, and buy only if it helps your practice.

Register free WhatsApp 91366 67325