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 lessons12 to 18 minutes each
- About 2.9 hours of readingat your own pace
- Bonus fileschecklists, DSC register, a policy to fill in and a DPDP evidence workbook
- Who it is forfor partners and staff
What you need before you start
Who it is for: Every tax or accounts office that keeps client data: CAs, CSs, CMAs, tax consultants, advocates.
Device: Your office laptops and phones
- Free optionWord and Excel, or free Google Docs and SheetsTo open and fill the course kit.Google Sheets
- Free optionOptional: a password managerThe course shows free options first.Bitwarden
- You may already have itOptional: an external drive or cloud storageFor the backup lesson.
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, a one-page data safety policy, and the seven DPDP registers that show you follow the law.
- Free Why small CA firms get targetedFake refund mails, lost DSCs, leaked files: what really happens and what it costs. · 12 min
- 01 Map your office dataWhat client data you hold, where it sits and who can see it. · 12 min 🔒 Paid
- 02 Passwords and portal loginsA password manager, 2-step login, and no more passwords in Excel or WhatsApp. · 15 min 🔒 Paid
- 03 DSC safetyA DSC register, who holds which token, and expiry tracking. · 12 min 🔒 Paid
- 04 Email and WhatsApp safetySpot fake department emails and links before someone in the office clicks. · 15 min 🔒 Paid
- 05 Laptops and phonesUpdates, screen locks, pen drives, office Wi-Fi and a lost phone. · 12 min 🔒 Paid
- 06 Cloud storage and foldersOne folder system for every client, and safe sharing links. · 12 min 🔒 Paid
- 07 BackupsThe 3-2-1 rule, ransomware, and testing that a restore works. · 12 min 🔒 Paid
- 08 Collecting client documents safelyUpload links instead of WhatsApp, masked copies, and when to delete. · 12 min 🔒 Paid
- 09 Staff joining and leavingGive access on day one, take it all back on the last day. · 12 min 🔒 Paid
- 10 The DPDP Act for CA firmsWhat the Digital Personal Data Protection Act asks of your firm, in plain words. · 18 min 🔒 Paid
- 11 When something goes wrongThe first hour after a lost laptop, a hacked email or a leaked file. · 15 min 🔒 Paid
- 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.