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Creating Your Company Profile

Upon entering your company for the first time, a Company Profile is created which outlines the basic configuration of the system. Using an interview format, this allows us to collect the information needed to make decisions on how to setup your accounting, employees, sales people, inventory and so on. 

Upon completing the Company Profile, the remaining tasks to complete are presented in a checklist format. This checklist will guide us through the rest of the setup process, tracking our progress as items are completed. 

Each item in the checklist can be assigned to different members of your team, or might be performed by the Nextsoft Support Team. Target dates are established to keep progress on schedule for going live.

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