Financial Planning Consultants

For Current Practice Builder Users Only

Please follow the following instructions.

1.  Ensure all users have closed Practice Builder.

2.  Once the File Download window appears, select the Save option. 

Note:  If you have high-speed Internet access, you may select Open and continue with Step 5.

3.  Select Desktop from the Save in drop-down list and click Save. Once the file is downloaded.
4.  Go to your Desktop and double-click the TLSUpdate.exe icon.
5.  Once the Practice Builder Update window appears, click Update.
Our Support and Development Team has made it easy to update your CRM software solution.

Practice Builder Download Current Update Screen

 

 

 

 

 

 

 

 

 

   

 

 

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