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 ...

Convoflo · Cybersecurity & Governance Understanding your vendors’ cybersecurity posture: a strategic imperative Why the security posture of your SaaS platforms matters just as much as your internal controls — and what SOC 2 Type II truly validates. As organizations rely on an increasing number of platforms and applications, cybersecurity can no longer be viewed solely as an internal responsibility. It is now deeply tied to the security posture of your technology vendors. Every platform you use effectively becomes an extension of your attack surface. A poorly governed or insufficiently secured vendor can undermine even the strongest internal practices. This is especially critical for tools that handle personal information, manage confidential documents, or serve as an interface with external users. In these cases, trust must be demonstrated — not assumed. ...

Convoflo · Security & Governance A smarter, more secure architecture: discover Convoflo–SharePoint As cyberattacks grow more sophisticated and legal obligations such as Québec’s Law 25 become stricter, organizations must rethink how they share information with clients. This article explains why segmentation between external and internal environments is essential, and how Convoflo–SharePoint provides a modern, secure alternative to built-in client-sharing modules. CPA firms, professional services organizations and any business handling sensitive data face increasing pressure to protect information while staying efficient. Across jurisdictions — Law 25 in Québec, GDPR in Europe, CCPA or HIPAA in the United States — one core principle keeps coming back: separate what is exposed to clients from what runs your internal operations. This is exactly what the Convoflo–...

Convoflo · Release Notes Convoflo Updates - v2.21: Outlook inbox sync, improved MFA, and new permission options This release focuses on three core pillars of Convoflo: communication centralization, enhanced security, and optimal permission controls, while improving the experience for both internal and external users. In this post, we highlight the main features added to Convoflo: external inbox synchronization, a restructured MFA and reauthentication flow, new permission options, folder creation by external users, richer text editing tools, and a brand-new sign-in experience using Microsoft, Google, or Apple accounts. The goal remains unchanged: giving you a secure, simple and reliable environment to manage your sensitive communications and documents, adapted to both your teams and your clients. External inbox synchronization Users can now conne...

Convoflo · Outlook Add-in (Beta) Note – Private Beta of the new Convoflo Add-in for Outlook Send your emails and attachments directly to your secure Convoflo spaces — without leaving Outlook. Great news! 🎉 We’re launching the private beta of the new Convoflo add-in for Microsoft Outlook . This tool lets you send an email — subject, body, and attachments — directly into the right secure Convoflo space without leaving Outlook. It’s the easiest way to share a client exchange or archive an important message in the right secure conversation thread. What You Can Do Send the subject, body, and attachments of an email to a Convoflo space. Manually choose the client space or let Convoflo auto-detect it based on the recipient. Access your secure spaces directly from Outlook. Enjoy the same security and traceability as in Convoflo Web. ⚙Tec...

Convoflo · Client Messaging Your Convoflo inbox just got bigger: all your exchanges in one place Messages, files, signature requests, and secure space shares — now all unified in a single Inbox. Your Convoflo inbox is no longer limited to messages. It now seamlessly includes file uploads , signature requests , and secure space shares . With this evolution, Convoflo delivers on its promise. One single entry point : no more switching between emails, external notifications, or multiple platforms. A consolidated view : every action — message, file, signature, or share — appears in one place. A promise kept : a client-messaging platform that secures and centralizes your client communications, unlike email where attachments and details scatter across threads. The result: total clarity and instant traceability . Use case — Unified inbox in action ...

Convoflo 2.19: Even More Security, Customization... and Simplicity! Version 2.19 of Convoflo is now available, marking another important step in our mission: to provide a customer collaboration platform that is secure, modern, and intuitive. 1) Goodbye Passwords, Hello Passkeys Convoflo now supports passkeys — a passwordless authentication technology based on WebAuthn and FIDO2 standards. This means you can log into your account using: Your device’s facial recognition or fingerprint system (Windows Hello, Touch ID, etc.) Or your local system password The result: no need to remember your password or email. A simple action is enough to authenticate quickly and securely. Technical Requirements Compatible browsers: Chrome, Edge, Safari (latest version) Device compatible with a biometric method or system password 2) Extended Visual Customization Organizations with a custom branding plan (B3) can ...