Choose the right destination
1
Check your active firm
Open the account control at the bottom of the sidebar. It shows your identity and active firm’s name and role. Under Switch firm, select the firm whose records you need if your account has more than one. Switching changes the firm context of your work; always check again before uploading or opening a case.
2
Open a page from the sidebar
Select a destination under Work or Manage. If a destination is absent, it may not be available to your role in this firm. Clients and Review queue lead to lists; choose a record there to see its detail page.
3
Search inside Pragma
In the staff workspace, use the search trigger or press ⌘K on Mac / Ctrl+K on Windows. Type a page name to see matching available sidebar destinations immediately. For client and invoice records, type at least two characters and allow results to load. The results are grouped into Pages, Clients and Invoices; select a result to open it. Use arrow keys to move, Enter to open and Esc to close. The palette is for staff, not a client-portal seat.
4
Find guidance or contact help
Select Help center in the account menu to open these guides in a new tab, or search this help site for an article by task. The help site’s search finds articles; Pragma’s search finds pages and firm records. If you are firm staff and need assistance, open Help & support under Manage and follow Submit a support case. If you cannot sign in, use the signed-out public form instead.
The Dashboard and your getting-started checklist
The Dashboard is the home page for an Owner, Manager or Preparer. A Connector admin starts on Clients, and a Client portal seat on Your invoices (Getting started with your portal). The header names your active firm and offers Guide and Upload invoices. An Owner’s numbers cover every client; a Manager’s or Preparer’s cover only the clients assigned to them. Use Month to choose one of the last 12 months; the current month is marked (this month) and counts month to date. Months follow India time. Numbers labelled now, open document requests and the connector warning show the present state whatever month you choose. If a section counted as many records as one view may, it says so, and its numbers are lower bounds.Work through the getting-started checklist
A Getting started band shows how many steps you have done (for example 3 of 9) and the next one, with a button for it. You see only the steps your role can do; each step ticks itself when Pragma sees the work done, not when you click it.1
Do the next step
Read Next: on the band and select its button, for example Open firm profile. When everything is done, the band says You’re set up. Everything on this list is done.
2
See every step
Select All steps, or Guide in the Dashboard header. The panel explains how Pragma moves a bill from intake to Tally and lists each step with a tick when done and a button when not.
3
Hide or bring back the checklist
Select Hide on the band or Hide checklist in the panel. Hiding applies to you in this firm only. To bring it back, open Guide and select Show on my home page again.
An Owner’s steps count every client; a Manager’s or Preparer’s count only the clients assigned to them.
Still stuck?
Open a case from Help & support in Pragma, or book a walkthrough and the team will show you around on a call. Can’t sign in? Contact support.