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First 90 Days in a CA OfficePracticeGuru Learnings

PracticeGuru Learnings · Course

First 90 Days in a CA Office

Every new joiner learns the same good habits in 90 days and, with the Office Subscription Plan, your office's own rules appear inside the lessons and you see who has read them.

New courseFirst lesson freeCertificate
  • 13 short lessons10 to 12 minutes each
  • About 2.3 hours of readingat your own pace
  • Bonus filesa 90-day onboarding plan and joiner checklist (Word)
  • Who it is forfor new staff and articles

What you need before you start

Who it is for: New staff and articled assistants, in a CA office or any tax or accounts office. Written in a CA office. Not a CA? The methods work the same in any tax or accounts office; the ICAI rule boxes apply only to CAs.

Device: A phone or laptop

  • FreeNothing to buyMade for new staff and articled assistants.
  • Free optionWord and Excel, or free Google Docs and SheetsTo open and fill the course kit.Google Sheets

What you will do

Each lesson ends with a "Do this today" box. With the Office Subscription Plan, the principal writes the office rules once and every joiner reads them inside the lessons and confirms them.

  1. Free Welcome to a CA officeHow a practice works, who does what, and the year's calendar. · 10 min
  2. 01 Your first weekHours, attendance, leave and your first-week checklist. · 10 min 🔒 Paid
  3. 02 Who to ask for whatRoles, who you report to, and when to go to a partner. · 10 min 🔒 Paid
  4. 03 Client information is confidentialWhat never leaves the office, phones and social media. · 12 min 🔒 Paid
  5. 04 Documents, files and foldersWhere files go, how to name them, nothing on personal storage. · 10 min 🔒 Paid
  6. 05 DSCs, passwords and OTPsDSC register, PINs, and why you never share an OTP. · 10 min 🔒 Paid
  7. 06 Talking to clientsPhone, WhatsApp and email manners, and what not to promise. · 12 min 🔒 Paid
  8. 07 Asking clients for documentsClear lists, polite follow-ups, and what to do when they are late. · 10 min 🔒 Paid
  9. 08 Doing the work rightChecklists, and review before anything goes out. · 12 min 🔒 Paid
  10. 09 Your day: tasks and reportingTask list, status updates and deadlines. · 10 min 🔒 Paid
  11. 10 Mistakes and "I'm stuck"Raise it early, no blame, and how to report an error. · 10 min 🔒 Paid
  12. 11 Office conduct and a safe workplacePhone use, gifts from clients, and how to raise a concern. · 12 min 🔒 Paid
  13. 12 Growing in the firmLearning from review, skills to build, and confirming our office rules. · 10 min 🔒 Paid

Who made this

The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. The lessons teach habits common to every CA office; your own office rules come from your principal.