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If the guides have not answered your question, or you would rather be shown than read, ask the Pragma team for a walkthrough. A walkthrough request is a support case with the Book a walkthrough category: it gets a reference, the team calls to confirm a time, and signed-in staff see the reply on Help & support.

I can sign in

Open Help & support with the walkthrough form ready. If Pragma asks you to sign in first, select Book a walkthrough on Help & support afterwards.

I can't sign in

Use the public form with Book a walkthrough preselected. The team calls the mobile number you enter.
1

Open the walkthrough form

In Pragma, select Help & support under Manage, then Book a walkthrough. The panel opens with Category set to Book a walkthrough and Subject set to Walkthrough request; you can change either.
2

Say what you want to cover and when

In Description (10–4,000 characters), list the topics or pages you want to see, who from your firm will join, and two or three times that suit you, in IST. For example: “Review queue and Tally handoff for two preparers; Tue or Wed after 3 pm.”
3

Request and keep the reference

Select Request walkthrough. Save the reference shown, such as PC-XXXXXX. The team calls to confirm a time; signed-in staff also see the confirmation under Reply from Pragma on the case.
A walkthrough request is not a booking until the team confirms it. If a time no longer suits you, reply by opening a new case quoting your reference.

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.