Sign-in fields and choices
1
Choose the sign-in path
Open Pragma sign in. Leave the form on Mobile number, or select Sign in with an email instead if your account was issued against a work email.
2
Enter and submit your credentials
Fill Mobile number or Work email, then Password, and select Sign in. A successful password check may take you straight in, ask for a two-factor code, or require you to set a new password first.
3
Change an issued password if prompted
On Set your password, enter your issued password in Temporary password; enter a New password of at least 8 characters, repeat it in Confirm new password, then select Change password. The two new entries must match. Nothing else in Pragma is available until this change succeeds; other devices remain signed in. If you see a refusal, correct the indicated password or mismatch and submit again.
4
Complete a two-factor challenge if shown
On Enter your code, enter the six-digit WhatsApp code in Verification code and select Verify and sign in. The code expires after five minutes. If you do not receive it or it expires, select Send another code and use the new code. You are signed in only after verification succeeds.
5
Check where you landed
Pragma opens the home page for your role in your active firm: an Owner, Manager or Preparer lands on the Dashboard (Find your way around); a Connector admin lands on Clients; a Client portal seat lands on Your invoices (Getting started with your portal). If you see “Your account is not attached to a firm yet”, you have no firm membership: open the invite link your firm sent you (Accept an invitation to a firm) or ask your administrator for one.
Optional two-factor sign-in
After signing in, open Settings → Profile → Two-factor sign-in. This is an account setting, not a firm-wide requirement you can change for colleagues. The panel shows On or Off, and you must confirm the action with Your password (at least eight characters before the button becomes available). Select Turn on or Turn off; a successful change displays a confirmation. If the password is refused, re-enter your current one. To turn it on, your mobile number must already be verified and Pragma’s WhatsApp number must be connected. If the panel says your number is not verified, reset your mobile-path password once using the WhatsApp code to verify it; if the WhatsApp channel is unavailable, try again later. Turn on is unavailable until both conditions hold. When enabled, the next sign-in asks for a six-digit WhatsApp code after your password is accepted. If you later lose the phone, ask support for help; do not assume you can bypass this screen.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.