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 ...

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–...