Skip to content
Digital Office & Data SafetyPracticeGuru Learnings

PracticeGuru Learnings · Course 2

Digital Office & Data Safety

Your office holds every client's PAN, Aadhaar, bank details, portal passwords and DSCs. This course shows you and your staff how to keep them safe, in plain steps you can finish in a week.

  • 13 short lessons
  • about 2.9 hours in all
  • checklists, DSC register and a policy to fill in
  • for partners and staff

7-day money-back guarantee: 100% refund if you ask within 7 days of paying.

Read first lesson free Buy · Rs. 999 + GST

What you will do

Each lesson ends with a "Do this today" box. By the last lesson your office has a password manager, a DSC register, a backup that you have tested, a joiner and leaver checklist, and a one-page data safety policy.

  1. Free Why small CA firms get targetedFake refund mails, lost DSCs, leaked files: what really happens and what it costs. · 12 min
  2. 01 Map your office dataWhat client data you hold, where it sits and who can see it. · 12 min 🔒 Paid
  3. 02 Passwords and portal loginsA password manager, 2-step login, and no more passwords in Excel or WhatsApp. · 15 min 🔒 Paid
  4. 03 DSC safetyA DSC register, who holds which token, and expiry tracking. · 12 min 🔒 Paid
  5. 04 Email and WhatsApp safetySpot fake department emails and links before someone in the office clicks. · 15 min 🔒 Paid
  6. 05 Laptops and phonesUpdates, screen locks, pen drives, office Wi-Fi and a lost phone. · 12 min 🔒 Paid
  7. 06 Cloud storage and foldersOne folder system for every client, and safe sharing links. · 12 min 🔒 Paid
  8. 07 BackupsThe 3-2-1 rule, ransomware, and testing that a restore works. · 12 min 🔒 Paid
  9. 08 Collecting client documents safelyUpload links instead of WhatsApp, masked copies, and when to delete. · 12 min 🔒 Paid
  10. 09 Staff joining and leavingGive access on day one, take it all back on the last day. · 12 min 🔒 Paid
  11. 10 The DPDP Act for CA firmsWhat the Digital Personal Data Protection Act asks of your firm, in plain words. · 18 min 🔒 Paid
  12. 11 When something goes wrongThe first hour after a lost laptop, a hacked email or a leaked file. · 15 min 🔒 Paid
  13. 12 Your one-page data safety policyFill in your policy and a 15-minute monthly check. · 12 min 🔒 Paid

Who made this

The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. This course is practical office guidance, not legal advice; the law lessons link to the official text so you can check it yourself.