Grow your Tax Practice with help of Oneclick Branding App. Available on Appstore and Playstore. Link below. 👇 Also follow us for Tips to grow Tax practice.
Mumbai, India
Joined October 2020
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Running a tax practice means doing 10 jobs at once.
So we built 6 tools for CAs & tax professionals — branding, website, finalisation, CRM and sales training. All in one place.
5,000+ tax professionals · 6 years.
What each one does 🧵👇
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Got a tax notice? AI can read all 6 pages, list the documents you need and outline your reply in minutes.
But paste it the wrong way, and your client’s PAN, address and bank details sit on someone else’s server.
6 steps to do it safely 🧵👇
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We cover this in detail in Lesson 5, “Notices: reading and draft replies”, of our course AI for Tax Professionals, with every prompt ready to copy.
22 short lessons, 50 ready prompts. First lesson free:
practiceguru.pro/learnings/a…
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This, and many more topics, are in PracticeGuru Learnings: 20 short courses for CAs and their staff.
Office Plan: all 20 courses for Rs. 1,499/year, for you + 5 staff (+ GST). The whole office learns.
practiceguru.pro/learnings/?… #CA #AIforCA
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From Thursday into Friday, a major Microsoft 365 outage disrupted Outlook, Teams-related features and Copilot across the world.
For many offices, email access and daily work were disrupted for hours.
Now imagine this happening during a GST or income tax deadline.
Would your CA office be prepared? Here is a simple Plan B 🧵👇
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Technology dependency is normal.
Dependency without a plan B is a management risk, even for a 5-person office.
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We added this outage plan to our course Google Workspace & Microsoft 365 for CA offices, with a printable one-page Outage plan B in the kit.
First lesson free:
practiceguru.pro/learnings/o…
#Microsoft #MicrosoftOutlookDown
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