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Which rules should we show you? Choose your profession above; we will remember it for every chapter.

Introduction · Before you start

Which rules apply to you?

Sales Academy is used by Chartered Accountants, Company Secretaries, Cost Accountants, advocates and tax practitioners. Each profession has its own rules for marketing, and some are much stricter than others.

The lessons in this course are written so that they are safe for every profession. Where your rules allow more, the chapter shows it in an Extra options box, and each chapter has a Rule check for your profession.

Choose your profession at the top of the page (“I am a”). We remember it for every chapter, and you can change it any time.

1. The three tracks

Rules by profession

CA, CS, CMA in practiceICAI Code of Ethics 2026 · ICSI and ICMAI have similar rules
  • Inform with facts: tax updates, due dates, articles and a factual write-up, shared as “CA [Name]” with your firm name.
  • A website with firm facts and services; services that are not reserved for CAs may be promoted in factual language. Audit and CA-only services stay “pull” only.
  • Don’t solicit work: no cold pitches, fee ads, testimonials, “best CA” claims, slogans, your own firm logo or requests to follow your page.
  • Paid ads, WhatsApp broadcasts to non-clients and referral groups: check first.
Simple test: informing is generally fine; persuading people to hire you is where the rules bite. Full guide: ICAI rules for marketing your CA practice.
Advocates and tax lawyersBar Council of India Rule 36
  • Don’t solicit work or advertise, directly or indirectly: no circulars, advertisements, touts or personal communications asking for work.
  • A website with basic details only: name, address, phone, email, enrolment number and date, qualifications and areas of practice.
  • Sharing legal and tax awareness in your own name is generally treated as education.
The strictest track. Most chapters show you fewer options; that is your rules, not a gap in the course.
Tax practitioners and consultantsNo professional body · normal law applies
  • No profession-specific marketing rules: paid ads, prices, offers, reviews, cold outreach and referral fees are open to you.
  • Normal law still applies: no misleading claims such as “guaranteed refund” (Consumer Protection Act, 2019); promotional SMS and calls only through registered (DLT) headers; consent and an opt-out for your lists (DPDP Act, 2023).
For example: GST practitioners, accountants, tax consultants and firms without CA, CS, CMA or advocate partners.
2. How to read each chapter
  • The lesson works for every profession. If you follow only the lesson, you stay within the strictest rules.
  • Labels such as check first or not allowed appear next to a tip when your rules limit it.
  • Extra options list bolder tactics that your rules allow, with any conditions.
  • Rule check sums up your profession’s rules for the chapter’s topic.
3. If your firm has more than one profession

A firm with CA partners follows ICAI’s rules for the firm’s marketing, even if some staff are not CAs. If you are an advocate and a CA, follow the stricter rule in each case. Each Rule check has a link to show the rules for other professions.

4. When you are not sure
  • CAs: ask the ICAI Ethical Standards Board.
  • Advocates: check with your State Bar Council.
  • Tax practitioners: if a claim could mislead a client, leave it out.

This course explains the rules in plain language for general information. It is not legal advice; your professional body’s own rules and announcements are the final word.