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Your accountant uses Pragma Chartered to keep your books. The client portal is your own page in it. It shows only your company: the invoices you have sent, what has happened to each one, and any documents your accountant has asked you for. You cannot see your accountant’s working drafts or any other client’s records. You need two things from your accountant: an invitation link, and a Pragma account on the same mobile number the invitation was sent to. There is no self sign-up. If you have no account yet, ask your accountant to arrange one.

Accept your invitation

When your accountant gives you access, you usually get a WhatsApp message from your accountant’s number saying your accountant has given your company access to its books on Pragma Chartered, with a link to set up your login. The link expires in 7 days. Your accountant can also copy the link and send it to you another way.
1

Open the link and sign in

Open the link. It opens Join a firm. If you are not signed in yet, select Sign in to continue, sign in with your mobile number and password, then open the invitation link again. An invitation can be accepted only while signed in, and only by the mobile number it was sent to.
2

Set your own password if asked

If your account still has the password it was issued with, you see a message asking you to choose your own first. Select Set your password, choose a new one, and you come straight back to the invitation.
3

Accept

Check the number shown after You are signed in as, then select Accept invitation. Pragma opens your portal page.
If accepting does not work, the message tells you why:

Sign in next time

Sign in at app.pragmachartered.com/login with your mobile number and password. Your portal page, Your invoices, opens on its own. If you open a link to any other part of Pragma, you see This page is for the practice; select Open your invoices to go back. You can change your mobile number and password under Settings → Profile and Security. Your name and email are shown on Profile, but are not editable there. If you have forgotten your password, see Can’t sign in?.

What is on your page

At the top are your company name and three counts:
  • With your accountant: invoices that have arrived and are being read or checked.
  • Filed: invoices your accountant has approved for your books.
  • Returned to you: invoices your accountant could not accept.
Below them are the tabs:
  • Invoices lists every invoice you have sent, newest first, with Invoice date, Party (your supplier, or your customer on a sales invoice), Invoice no., Tax, Total and Status. While an invoice is still being read, Party shows Still being read.
  • Requested by your accountant lists documents your accountant has asked you for, with a count of items still waiting. When something is waiting, this tab opens first. See Answer your accountant’s requests.
  • Ask appears only if your accountant has turned it on. See Ask about your invoices.

What each invoice status means

The same list is in the Guide panel under What each status means. Filed means the invoice is approved for your books. It does not mean a GST return has been filed.

Your getting started checklist

Until you hide it, a Getting started bar under the counts shows how many steps you have done (for example 1 of 4) and your next step, with a button for it. All steps opens the full list; Guide in the page header opens the same panel at any time. The steps tick themselves off as you go: Select Hide on the bar, or Hide checklist in the panel, to put it away. To bring it back, open Guide and select Show on my home page again.
Questions about your books? Contact your accountant. Can’t sign in at all? Contact Pragma support.