It will take you directly to the free registration form for Epic software. There are no costs involved, and you won’t be locked into any subscriptions.
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2
Onboard Yourself To Credit Card Processor
To use Epic, you’ll need to be approved by the credit card processor to use their system. This approval process typically takes a few days. Please note that Epic’s credit card processing rates are competitive with other vendors.
3
Setup The Full Accounting Modules
You’ll need to set up your chart of accounts and report templates. Epic offers pre-built templates that you can customize to fit your specific needs
4
Setup Customer Relationship Manager
When available To set up your Epic CRM, simply enter your contact information into the CRM. Alternatively, you may be able to import your contacts directly from the Import/Export tab on the main dashboard.
5
Setup Human Relations
When available if you are planning to use Epic’s HR features. You’ll need to set up your workers and complete their profile forms with the desired information.
6
It's That Simple!
Epic is a cloud-based solution, accessible anywhere with an internet connection. We back up your data daily, ensuring access to up to a week’s worth of information.
