Product Updates & Compliance Convoflo 2.24: Master Signature Governance & 3-Tier Data Privacy For accounting, legal, financial, and brokerage firms, data security goes beyond theoretical encryption—it comes down to daily operational execution. Internal human errors, cluttered email threads, and overly permissive access rights remain leading sources of operational risk. Convoflo 2.24 introduces precise role-based access controls for e-signature workflows alongside a 3-tier privacy model, ensuring complete alignment with Canadian data sovereignty and Law 25 regulations. Hero Feature — E-Signature 1. Signature Request Permissions: Eliminate Team Errors When important contracts, tax authorizations, or engagement letters are sent for signature, process integrity must be enforced. No more risk of team members accidentally editing or cancelling an active...

Technical Support & Deployment Deployment Guide: Install the Convoflo Add-in on Outlook Secure your communications and file your client documents directly inside your inbox. Deploy the Convoflo add-in across your entire organization in just a few clicks through your Microsoft 365 admin center. Mandatory Prerequisite 1. Download Your Manifest File (.xml) To ensure maximum security and respect your data governance (Law 25 compliance), the Convoflo add-in deploys using a secure local configuration file. Download Manifest File (.xml) Note: This is a Microsoft 365 configuration file. It should not be executed or double-clicked on your computer. Administrator Procedure 2. Centralized Deployment on Your Office 365 Account ...

Daily Productivity The Official Convoflo Integration for Outlook Has Arrived: Secure and Organize Your Client Communications in 2 Clicks For professional service firms (CPAs, notaries, financial services) and fast-growing businesses, managing time is a daily battle. Operational Assessment Is Digital Fragmentation Slowing Down Your Firm? Every minute spent jumping from one application to another to secure a confidential document is one administrative distraction too many. We believe that to unleash your full productivity potential, technology must fade into the background in favor of simplicity. That is why we are taking a major step forward: Convoflo is now fully integrated into the very heart of your Outlook inbox. The Fragmented Tech Stack ...

Strategy & Productivity The Software Paradox: When Too Many Tools Slow Down Modern Firms The digital transformation of professional service firms was supposed to bring freedom and efficiency. Yet, on the ground, the exact opposite is happening: technology overload. Operational Assessment Is Digital Fragmentation Draining Your Firm? By multiplying specialized solutions for every single micro-task, firms inadvertently create a fractured environment. Professionals end up spending more time navigating software than actually analyzing critical data. The Fragmented Tech Stack Constantly switching tabs (Outlook, client portals, e-signatures) Time wasted on administrative micro-management ...

Product Update • v2.23 The Hidden Cost of Your Portal: Why Your Firm Is Providing Free Tech Support If your clients bypass your technology to go back to email, you are managing an unbillable tech support department. Here is how v2.23 puts efficiency back at the core of your practice. 1. Signature Requests: Complete Automation Electronic signatures become an intelligent and autonomous process: Messages and Signatures: Attach an e-signature request directly to a message. Signature integrated into the message text. Deadlines and Reminders: Set a due date and configure automated, custom reminders. Signature Requests: End-to-end automation settings. Fluid Creation Flow: Dropdown menu to add files (from device, secure space, or templates) with full drag-and-drop support. Dedicated Dashb...

Strategy & Efficiency Why Your Clients Shun Your Client Portal (and How to Regain Their Engagement) The portal module of your internal management system looks perfect on paper. Yet, your clients continue to use email. Here is why this friction is killing your productivity. The Harsh Reality Administrative Comfort is Not Real Efficiency Many firms try to impose an integrated, rigid portal that clients avoid. The result: you aren't simplifying your firm; you are creating a non-billable technical support department to manage forgotten passwords. The Management Module Built for the database, not for humans Micro-frictions: complex and forgotten passwords Heavy and rigid interface ...

Convoflo Product How to simplify your document requests with Convoflo Request, receive, and validate your clients’ documents in one secure workspace — with automatic reminders, reusable templates, and an overview of all your requests. Why it matters The real cost of chasing client documents In many firms, document collection seems simple — until it turns into a series of follow-ups, reminders, and manual checks. It’s not just a time issue. It’s also about structure, traceability, and client experience. Without a clear structure Repeated follow-ups for the same documents Attachments scattered across multiple emails Multiple versions of the same file No clear visibility on what’s received, missing, or rejected Administrative time that keeps ad...

Convoflo · Release Notes What’s new in Convoflo - v2.22 : File Requests 2.0, Contacts 2.0 and key improvements This update focuses on a concrete and common challenge: accelerating document collection, reducing follow-ups and maintaining clear visibility — within a secure and compliant client-messaging environment. In most organizations, collecting documents is a friction point: lists sent by email, attachments with unclear names, incomplete files, manual follow-ups… and cases that move forward more slowly than they should. With Convoflo v2.22 , we are evolving one of the platform’s core capabilities: File Requests v2 . The goal: transform a “general” request into a structured, traceable and simple process — for both you and your clients. File Requests 2.0 : from manual follow-ups to a clear workflo...

Convoflo · New Capterra 2026 badges Blog post · Convoflo Convoflo earns multiple Capterra 2026 recognitions A secure client-messaging platform recognized for ease of use, value, and customer support ...