How do I “Refer a friend” on EPICompliance?

  1. From the EPICompliance Customer Console, access the Accounts>Refer a Friend section. 

  2. Click on the plus sign (+) icon located on the upper right part of the screen.  

  3. The “New Referral” pop-up box will appear on your screen. Proceed to fill in the information. For the “Business Type” and “State,” choose whichever is applicable from the dropdown options.

  4. When done, click on the Save button.

  5. The EPICompliance “Refer A Friend” system will then automatically send out an invitation via e-mail to your referral. See the sample below.  

  6. The referral person or company will have to accept your invitation through the link found in the email for it to be tagged as a successful referral.  

  7. You may check if your referral has accepted your invitation and proceeded to subscribe to EPICompliance by going back to the "Refer-A-Friend" section. See the sample below.  


For questions or concerns, contact us via the following:
  • Chatbox/window on your Complete Compliance Suite screen.
  • Telephone: 877-560-4261
  • Email: