Segmentation as a security cornerstone: what the Convoflo–SharePoint integration brings to your organization
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–SharePoint integration enables, in contrast with client-sharing modules built directly into practice management software.
Segmentation: a core principle in modern data protection laws
Segmentation means clearly separating:
- systems exposed to clients;
- internal environments that manage workflows, documents and sensitive information.
Laws such as Law 25 require organizations to apply safeguards proportional to the sensitivity of the data being processed. Exposing internal practice management systems directly to clients runs against this principle and makes it harder to demonstrate strong governance and risk mitigation.
Why built-in client-sharing modules create structural risk
Many practice management platforms now include client portals or file-sharing modules. On the surface, this looks convenient. In practice, it creates several layers of risk by directly linking your internal system to an external audience.
- Your internal system becomes accessible from the Internet.
- Client files enter your operational environment without a dedicated isolation layer.
- Your attack surface expands with every new external feature added.
- These modules rarely offer the logging, segmentation and granular permissions required for robust governance under laws like Law 25.
- The software is pushed beyond its original purpose by acting as a client-facing platform.
In other words, convenience comes at the cost of a higher exposure to threats and a more complex compliance posture.
Why the Convoflo–SharePoint integration is more secure
The Convoflo–SharePoint integration applies real segmentation. All client interactions happen in Convoflo, a secured and isolated environment, while your internal operations remain in SharePoint. Client files never enter your practice management system directly. Instead, they are scanned by Convoflo’s integrated antivirus, logged and filtered before any synchronization. This architecture reduces the likelihood and scope of incidents, limits malware propagation and aligns with best practices from SANS, NIST and Microsoft’s Zero Trust model, as well as the expectations of Law 25.
Convoflo + SharePoint: a modern, secure architecture
The integration combines two complementary strengths:
- Convoflo, designed for a simple and secure client experience.
- SharePoint, designed for internal document structure, workflows and governance.
This separation creates a natural barrier between external users and your internal systems. SharePoint keeps your internal structure, metadata and auditability; Convoflo provides a clear, guided and secure space for your clients.
Better security, and better operations
This architecture is not only more secure and more compliant; it also improves day-to-day operations:
- fewer client follow-ups to find or resend documents;
- fewer version conflicts and email chains;
- less confusion around where information lives;
- less duplication of content and manual handling;
- a smoother, more intuitive client experience.
A smarter, more secure architecture: discover Convoflo–SharePoint
Moving beyond built-in modules toward a more resilient model
As frameworks like Law 25, GDPR and others continue to evolve, organizations must adopt architectures that clearly separate internal systems from client-facing environments. The Convoflo–SharePoint integration embodies this principle and delivers protection and operational benefits that built-in client-sharing modules cannot match.
It is a modern, secure and operationally intelligent approach for CPA firms and professional services organizations that want to protect what matters while still making life easier for their clients.
Want to learn more about the Convoflo–SharePoint integration?
Our team can walk you through the architecture and how it supports both security and client experience.
Contact us at support@convoflo.com
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