Master Practice Management
Guided courses, hands-on lessons, and certifications — built specifically for tax and accounting professionals.
8 lessons • 45 min
Getting Started with PracticeWings
The perfect starting point for new users. Learn how to set up your account, navigate the interface, add your first client, and create your first task — all in under an hour.
Learning Paths
Structured sequences of courses designed for specific goals. Pick the path that matches your role.
New User Path
Get started quickly
Everything you need to hit the ground running in your first week.
- Getting Started
- Client Management Basics
- Your First Workflow
Admin Path
Set up and configure your firm
Configure PracticeWings for your entire firm — roles, settings, portal, and more.
- Firm Setup & Settings
- User Roles & Permissions
- Client Portal Admin
- Billing Configuration
Power User Path
Advanced features and automation
Unlock the full potential of PracticeWings with advanced workflows and automation.
- Mastering the Task Engine
- Workflow Automation
- Advanced Billing & Reporting
- Custom Fields & Views
- API & Integrations
Course Catalog
All 10 courses, self-paced and free to start
Getting Started with PracticeWings
Set up your account and learn the core navigation in under an hour.
Mastering the Task Engine
Templates, DAG workflows, queues, and saved views explained in depth.
Client Portal Administration
Configure and brand the client portal, set up messaging and document requests.
Advanced Billing & Reporting
Invoice automation, payment processing, custom reports, and analytics.
Client Management Essentials
CRM pipeline, client groups, contacts, and communication history.
Workflow Automation
Build rules that automatically create tasks and trigger actions.
Time Tracking & Timers
Master the timer widget, manual entries, approvals, and billable hour reports.
Document Management & E-Signatures
Organize folders, collect signatures, and automate document requests.
Firm Setup & Settings
Configure offices, roles, services, and organization-wide defaults.
Analytics & Custom Reports
Build dashboards, track KPIs, and export data for your firm.
Earn Your PracticeWings Certification
Complete a learning path and pass the assessment to earn a shareable certificate and digital badge.
PracticeWings Certified User
Complete the New User Path and pass the assessment to earn your badge.
Requires 3 courses + assessment
PracticeWings Certified Admin
Complete the Admin Path to demonstrate firm configuration expertise.
Requires 4 courses + assessment
PracticeWings Power User
Complete the Power User Path and unlock the advanced practitioner badge.
Requires 5 courses + assessment
Ready to become a PracticeWings expert?
Start with our free beginner course and level up at your own pace.
Start Learning — It's Free