PracticeGuru Learnings · Course
Google Workspace & Microsoft 365
Most offices use Gmail or Outlook, Drive or OneDrive, but each person in their own way. Set it up once, the office way. Every lesson has a Google part and a Microsoft part, free versions first.
- 13 short lessons
- about 2.7 hours in all
- Folder plan, email templates and a 30-day rollout (Word)
- for owners and staff
7-day money-back guarantee: 100% refund if you ask within 7 days of paying.
What you will do
Each lesson ends with a "Do this today" box. By the last lesson your office has one suite, shared folders with the right access, an office calendar, templates and a rollout plan.
- Free Choosing one suite for the officeGoogle or Microsoft: why one suite, and how to pick in an hour. · 12 min
- 01 Office accounts and your own email domainFirm-owned accounts, one per person, 2-step login, and an address on your own domain. · 15 min 🔒 Paid
- 02 Shared folders and permissionsOne shared office folder, the right access for each person, and who owns the files. · 15 min 🔒 Paid
- 03 Email: labels, folders and signaturesA small set of labels or folders everyone uses, and one firm signature. · 12 min 🔒 Paid
- 04 Delegation and a shared office mailboxLet an assistant handle a partner's mail safely, and run one office inbox. · 12 min 🔒 Paid
- 05 The office calendar and remindersOne shared office calendar for due dates, leave and meetings, with reminders that reach people. · 12 min 🔒 Paid
- 06 Booking client meetingsA booking page so clients pick a slot, without ten messages back and forth. · 10 min 🔒 Paid
- 07 Letters and document templatesFirm letterhead and standard letters as templates, so nobody starts from a blank page. · 12 min 🔒 Paid
- 08 Review: comments, suggestions and versionsReview a draft without email ping-pong, and go back to any earlier version. · 12 min 🔒 Paid
- 09 Spreadsheets online and co-editingWork in one shared sheet at the same time, without "final_v3_new.xlsx". · 12 min 🔒 Paid
- 10 Video calls with clientsMeet or Teams calls that start on time, look professional and respect privacy. · 12 min 🔒 Paid
- 11 Team chat, mobile apps and offline workOffice chat that is not personal WhatsApp, the phone apps, and working without internet. · 12 min 🔒 Paid
- 12 Moving between suites and your 30-day rolloutMove mail and files across suites, and a four-week plan to make the office use it. · 15 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Free versions are taught first, business plans only where they add real value, and client data stays in firm-owned accounts.