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Product Update • v2.23

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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...
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Why Your Client Portal Has Become a Non-Billable Support Center

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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 ...
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How to simplify your document requests with Convoflo

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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...
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What’s new in Convoflo - v2.22 : File Requests 2.0, Contacts 2.0 and key improvements

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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...
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Convoflo earns multiple Capterra 2026 recognitions

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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 ...
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Understanding your vendors’ cybersecurity posture: a strategic imperative

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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. ...
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Segmentation as a security cornerstone: what the Convoflo–SharePoint integration brings to your organization

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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–...
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The 2.21 version is now available.

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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...
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Convoflo Add-in for Outlook — Beta Now Live

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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...
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Convoflo 2.20: Messages, files, signatures: all gathered in a single Inbox

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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 ...
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