Install ComplianceSuite

Database

In cPanel, open Manage My Databases (MySQL Databases), create a database and a new user, and add the user to the database with ALL PRIVILEGES.

Driver Host Database name Database user Database password Public URL of this system

Organisation

Name Short name for SMS Sector Financial year ends (month 1–12) Phone Email Address

Regulatory packs

Tax, NSSF, SHIF, housing levy, NITA, BRS, county and data protection deadlines are always loaded. Add the sector packs that apply (you can change this later).

SACCO (SASRA) Bank / microfinance (CBK) AML/CFT reporting institution (FRC) Insurer / intermediary (IRA) Pension scheme (RBA)

Administrator account

Full name Username Password (min 8)