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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 your office's own rules appear right inside the lessons. You see who has read them.

  • 13 short lessons
  • about 2.3 hours in all
  • a 90-day onboarding plan and joiner checklist (Word)
  • for new staff and articles

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. 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.