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 ...

Say goodbye to passwords: welcome to passkeys Convoflo version 2.19 marks an important step in security and ease of access: the support for passkeys. This emerging technology transforms how you access your online applications — and you'll never have to remember a password again. But what exactly is a passkey? How does it work? And what are the prerequisites to use it with Convoflo? Let us explain everything below. What is a passkey? A passkey is a cryptographic access key that allows you to authenticate to an application without having to enter a password. It relies on an open standard called WebAuthn (Web Authentication), developed by the W3C and the FIDO Alliance (Fast Identity Online). Unlike passwords, passkeys are: Immutable: They cannot be intercepted or guessed. Phishing-proof: They cannot be stolen through a fake website. Device-bound: They stay on your phone or computer and never leave your device. How does it work technically? Passkeys rely on asymmetric cryptography: A p...

  ✨ Version 2.18 — A Major Leap Forward for Secure Client Messaging We’re excited to introduce Convoflo Version 2.18 — a powerful update that redefines how you communicate and collaborate through secure client messaging. Here’s a breakdown of what’s new, along with the key benefits for you and your clients. A Redesigned Secure Messaging Experience Revamped Messaging Interface The new secure client messaging experience features a layout inspired by popular chat apps like Facebook Messenger. Conversations are now organized by secure space and sorted from newest to oldest, with a clean, modern bubble-style interface. Quick replies are just one click away. Benefit: Faster, more intuitive interactions with clients — especially helpful for notaries and CPAs managing high volumes of back-and-forth exchanges. A Smart Inbox, Just Like Email Centralized Message Feed Introducing a Gmail-style inbox that lists all incoming messages across all spaces. Powerful filters help you sort thr...

A Smarter and More Centralized Client Messaging Solution Convoflo enhances its user experience with a new unified inbox designed to simplify the daily tasks of professionals. Thanks to this update, you now have access to all of your priority messages, recent sends, and received content, all in one place, whether it’s documents or messages. Gone are the days of wasting time navigating between different folders or searching for a file in the conversation thread. This feature centralizes all important items and allows you to maintain a smooth and secure follow-up with your clients. Whether it’s for active exchanges, critical follow-ups, or file uploads, you now have a complete and structured view of what matters. Concrete Benefits Consolidated view of all content (messages and documents), whether sent or received. Quick access to priority items, so you never miss an essential communication. Significant time savings , especially useful during peak periods or when managing complex follow-...

  New Convoflo Features Convoflo 2.17: More Autonomy, Fluidity, and Control We are excited to announce version 2.17 of Convoflo, bringing major improvements to streamline your document and communication management. This update focuses on enhancing integrations, accelerating e-signature workflows, and optimizing message exchanges. What’s New in Version 2.17? 🔹 Autonomous and Bidirectional SharePoint Connection Connecting to SharePoint is now simpler and more powerful. You can now establish the connection directly from the Integrations tab, without any complex configurations. And the biggest update? Synchronization is now bidirectional! Any document added in Convoflo automatically appears in SharePoint, and vice versa. 🎯 Benefit: An optimized workflow where your files are always synchronized, no matter where you upload them. No more manual transfers or duplicates! 🔹 Integrated Signature Designer Applying signature fields is now fully integrated into Convoflo. No more redirections:...