Daily Productivity

The Official Convoflo Integration for Outlook Has Arrived: Secure and Organize Your Exchanges 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 Constantly switching between tabs (portails, signatures) Precious time lost on administrative micro-management Digital fatigue and cognitive overload for your teams Increased risk of missing an attachment or an important client note

Intelligent Integration A single, streamlined, and highly secure workspace Seamless fusion of messaging, files, and signatures Frictionless workflows that blend into the background Regained control over your firm's most valuable resource

Your habits don't change, your security does

The Convoflo add-in completely eliminates the friction of change management. You stay within the Outlook environment you already use 8 hours a day, while Convoflo bulletproofs your exchanges in the background.

Preview of Convoflo's native interface integrated directly within Outlook.

Here is concretely how this native integration fits into your daily routine:

1. For sending secure messages

Write your email just like you always have. Once finished, the encrypted notification pre-builds itself, and the secure delivery executes in a single click using the standard "Send" button integrated within Outlook.

Preview of Convoflo's native interface integrated directly within Outlook.

2. For organizing received emails and attachments

A client sends you their financial statements or confidential identity documents via email? Stop downloading them to your desktop. The "Forward to Convoflo" button allows you to choose the filing folder and transfer the email and its attachments directly into the correct secure space. Your client files remain centralized, up-to-date, and continuous sharing is guaranteed, hassle-free.

Preview of Convoflo's native interface integrated directly within Outlook.

Universal compatibility for your firm

To ensure absolute peace of mind, the add-in supports rich text (HTML) to preserve the professional formatting and signatures of your emails. Designed to adapt to any infrastructure, the integration is universal:

• Fully compatible: Outlook Classic, Outlook Modern, PC, Mac, and Outlook Web.
• Technical restriction: The integration requires a modern infrastructure and is not compatible with obsolete versions (Outlook 2016 and below).

Regain Control Over Your Time

Complying with the industry's strictest standards for handling confidential data should never slow your day down. By integrating Convoflo into Outlook, we eliminate detours so you can get your most serious work done... with a smile.

The official add-in is available today for all our users. Activate it in a few seconds and start working smart.

Get the Convoflo Add-In