How to Use COMPLIFY.PK • Step-by-Step Onboarding & Auto-Pilot Guide

Step 1 • Instant Directory Lookup

Start Your 1-Month Free Trial & Fetch Company Details via TREC Lookup

Click 1-Mo Free Trial to open the registration screen. Select your licensed Exchange — Pakistan Stock Exchange (PSX) or Pakistan Mercantile Exchange (PMEX) — enter your official TREC Code / Member Code in the lookup box, and press Lookup. Your registered company name, CEO details, license category, and corporate address are fetched automatically from the official TREC Directory.

Zero Manual Typing: All 281 PSX Securities Brokers and 245 PMEX Commodity Members are pre-indexed in our directory database.

Step 2 • Staff & Department Onboarding

Add Your Employees in the Employees Tab

Navigate to the Employees Tab in your Company Admin Portal:

Full Organization Mode (Recommended): Add all employees in your brokerage if you want to implement the Digital Attendance & Punctuality Ledger and the Auto Employee ID Card Generation System across your entire organization.
Compliance-Focused Mode: Alternatively, you may add only those officers and team members who handle Regulatory Compliances and Internal Tasks (SOPs).

Instant Credentials: Each added employee automatically receives a unique Employee ID code (e.g., BRK-001) and immediate login access.

Step 3 • One-Time Officer Delegation

Assign Compliances to Relevant Officers Once

Open your pre-fed Compliance Calendar (27 statutory mandates for PSX or 39 statutory mandates for PMEX) and assign each compliance obligation to the relevant officer (such as your Compliance Officer, CFO, or Settlement Head) just once. In all future months, quarters, and annual cycles, these assigned officers will automatically receive their next period's compliances and recurring tasks without any repeat manual entry.

Smart Persistence: Your officer assignments and custom priority preferences are saved permanently in your company's isolated profile.

Step 4 • 100% Auto-Pilot Mode

Platform Runs on Auto-Mode for CEOs & Principal Officers

Once your officers are assigned, COMPLIFY.PK operates on complete Auto-Mode. The system automatically calculates upcoming statutory due dates, dispatches deadline alerts, rolls over completed filings at month-end, and updates the live Executive Compliance Health Bar. CEOs, Directors, and Principal Officers can review real-time filing progress, pending tasks, and staff attendance from both mobile and desktop at any time.

Executive Clarity: Completed items automatically clear from the active current-month dashboard so leadership only sees what requires attention right now.

Step 5 • Best Practice for Initial Setup

Desktop Recommended for Initial Staff Entry & Duty Assignment

For your initial onboarding session, using a Desktop or Laptop browser is recommended so you can comfortably enter staff records, upload your company logo and CEO digital signature, and assign compliance duties across departments on a wide screen.

Fast Initial Setup: Desktop setup takes less than 10 minutes from registration to full delegation.

Step 6 • 1-Click Mobile Web App Installation

Install the COMPLIFY.PK Mobile App Icon via Your Mobile Browser (Android & iPhone)

To use COMPLIFY.PK as a mobile app on your smartphone:

Open https://complify.pk in your mobile browser (Google Chrome on Android or Safari on iPhone) and log in.
Tap the Install Mobile App pop-up banner (or tap "Add to Home Screen" from your browser menu).
The official COMPLIFY.PK App Icon is created directly on your phone's home screen, launching in full-screen native mode with real-time push alerts for both Android and iPhone!

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1. Select Your Financial Year-End

In Company Settings, choose whether your brokerage operates on the Standard Financial Year (June 30) or an approved Special Year (December 31). COMPLIFY.PK automatically recalibrates your Annual Audited Accounts, Biannual Review, and Income Tax deadlines.

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2. Upload Logo & CEO Signature Once

Upload your official Company Logo and CEO Digital Signature in Company Settings. This enables instant 1-click generation of printable, tamper-evident Employee ID Cards and executive Monthly Operations Reports.

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3. Attach Filing Proof in Evidence Vault

Whenever an officer completes a fortnightly CASS, monthly LCS, or tax return, encourage them to attach the submission acknowledgement PDF/screenshot. During PSX RAD, PMEX, or SECP Joint Inspections, your entire audit trail is ready in one click.

How to Use COMPLIFY.PK in 6 Simple Steps