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Client-messagingAdd-onsIntegrationsAppsAbout us

Secure messages

Protected client threads and exchanges

Secure file transfers

Share confidential documents without limits

Smart continuous sharing

Centralized communications and activity history

Other features of client-messaging

Automations

Automatic follow-ups and effortless workflows

Smart notifications

Digests and grouped notifications

Smart file requests

Structured collection with deadlines and automatic reminders

Tracking labels & statuses

Case progress management on autopilot

Granular access & permissions

Strict control of internal and external access

Productivity tools

A suite to streamline non-billable tasks

Governance & compliance

Retention, deletion and compliance

Convoflo AI

Smart document renaming and writing assistance

E-signatures

Legally binding signing built in, no third-party tool

White labeling & customization

Secure client messaging in your firm's colors

Website gateway

A direct client entry point on your website

Payment collection

Invoice settlement inside the secure space

Microsoft ecosystem

SharePoint, Outlook and Entra ID (SSO) sync

Zapier integration

Connect to more than 5,000 business apps

Equisoft/connect integration

Automatic archiving for financial advisors

Mobile app (iOS & Android)

Secure tracking and uploads from your phone

Microsoft Outlook add-in

Secure filing and sending from Outlook

History
Blog
Help center
Contact sales

Pricing

Get things done… with a smile

For solo professionals and freelancers

Bronze

CA$29.99 / mo

Try for freeor subscribe now

100 secure spaces

Unlimited clients

1 seat included
(+CA$7.99 per month per additional seat)

100 GB of encrypted storage

File size limit of 100 MB

Fillable PDFs

Built-in file requests

Anti-virus & advanced security

Custom branding

Integrations (SharePoint, Entra ID, Zapier)

E-signature: paid add-on based on the number of signatures

Convoflo AI (automatic rename of documents, etc.): paid add-on

Payment requests: paid add-on

Compare all plans

For small teams

Silver

CA$79.99 / mo

Try for freeor subscribe now

250 secure spaces

Unlimited clients

3 seats included
(+CA$7.99 per month per additional seat)

250 GB of encrypted storage

File size limit of 250 MB

Fillable PDFs

Built-in file requests

Anti-virus & advanced security

Custom branding

Integrations (SharePoint, Entra ID, Zapier)

E-signature: paid add-on based on the number of signatures

Convoflo AI (automatic rename of documents, etc.): paid add-on

Payment requests: paid add-on

Compare all plans

Best value

For growing organizations

Gold

CA$134.99 / mo

Try for freeor subscribe now

500 secure spaces

Unlimited clients

3 seats included
(+CA$7.99 per month per additional seat)

500 GB of encrypted storage

Unlimited file size

Fillable PDFs

Built-in file requests

Anti-virus & advanced security

Custom branding

Integrations (SharePoint, Entra ID, Zapier)

E-signature: paid add-on based on the number of signatures

Convoflo AI (automatic rename of documents, etc.): paid add-on

Payment requests: paid add-on

Compare all plans

For established organizations

Platinum

CA$209.99 / mo

Try for freeor subscribe now

No limits on secure spaces

Unlimited clients

3 seats included
(+CA$7.99 per month per additional seat)

1 TB of encrypted storage

Unlimited file size

Fillable PDFs

Built-in file requests

Anti-virus & advanced security

Custom branding

Integrations (SharePoint, Entra ID, Zapier)

E-signature: paid add-on based on the number of signatures

Convoflo AI (automatic rename of documents, etc.): paid add-on

Payment requests: paid add-on

Compare all plans

Help

Need assistance choosing a plan?

In order to find the best plan, we first need to determine what features would best suit your needs.

Contact us

Why Convoflo?

Our commitment to you makes a difference everyday.

  • badge 46

    Rated 4.6/5 on Capterra

    Convoflo earned a 4.6 out of 5 rating on Capterra, reflecting strong user praise for its intuitive client-messaging interface, reliable platform performance, and exceptional customer support.

  • Software Advice - Best customer support 2026

    Software Advice's Best Customer Support 2026

    Convoflo has been recognized by Software Advice with the Best Customer Support of 2026 award for outstanding user assistance and high customer satisfaction ratings.

  • Capterra - Best ease of use 2026

    Capterra's Best Ease of Use 2026

    Convoflo earned Capterra’s Best Ease of Use 2026 recognition for its intuitive interface, seamless navigation, and effortlessly user-friendly experience.

  • Software Advice - Most recommended 2026

    Capterra's Most Recommended 2026

    Convoflo has been named Capterra’s Most Recommended 2026 platform, reflecting high user satisfaction and strong peer endorsements for its secure client-messaging solution.

  • Capterra - Best value 2026

    Capterra's Best Value 2026

    Convoflo earned Capterra's Best Value 2026 award for delivering an exceptionally cost-effective client-messaging solution that combines premium security, ease of use, and rich functionality at a competitive price.

  • SOC 2 badge

    SOC II Type 2

    Convoflo is SOC 2 Type II compliant, demonstrating that its client-messaging platform meets the highest industry standards for enterprise-grade security, availability, and data protection over an extended monitoring period.

Compare plans

Best value

Bronze

CA$29.99 / mo

Try for freeor subscribe now

Silver

CA$79.99 / mo

Try for freeor subscribe now

Platinum

CA$209.99 / mo

Try for freeor subscribe now
Core capabilities & storage
Secure spaces included
100
250
500
Unlimited
Seats included
1
3
3
3
Encrypted storage space
100 GB
250 GB
500 GB
1 TB
Maximum file size
100 MB
250 MB
1 TB
1 TB
Additional seat
$7.99/mo
$7.99/mo
$7.99/mo
$7.99/mo
External users (clients)
Unlimited
Unlimited
Unlimited
Unlimited
Annual payment discount
10%
10%
10%
10%
Security, sovereignty & compliance
Data encrypted at rest (AES-256) and in transit (TLS 1.3)
Data hosted 100% in Canada
Real-time anti-virus scanning of uploads
Tamper-proof activity log & audit trail
MFA authentication (employees & clients)
Scheduled file deletion (customizable delays)
Mandatory acceptance of your custom terms and conditions by your clients
SOC 2 Type II compliance attestation
Client experience & mobility
Secure passwordless access
Native mobile app (iOS / Android) with photo scanner
Bulk sending of messages and/or documents
Deadline reminders and scheduled automatic follow-ups
Structured file requests
Bulk structured file requests
Smart file requests
Included with the Convoflo AI module ($9.99/mo)
Included with the Convoflo AI module ($9.99/mo)
Included with the Convoflo AI module ($9.99/mo)
Included with the Convoflo AI module ($9.99/mo)
In-browser PDF form editing
Organization, labels & automations
Customizable label catalog with color codes
Internal labels 100% hidden from the end client
Visual segmentation of alerts (internal vs external)
Label automations (read / unread)
Unlimited
Unlimited
Unlimited
Unlimited
Automatic rules on document upload
Unlimited
Unlimited
Unlimited
Unlimited
Automatic rules on message sending
Unlimited
Unlimited
Unlimited
Unlimited
Automatic rules on secure space creation
Unlimited
Unlimited
Unlimited
Unlimited
Bulk document requests
Unlimited
Unlimited
Unlimited
Unlimited
Advanced multi-criteria filters and quick search
Control over which recipients are notified when sending
Access management & team governance
Granular permissions per user and per department
Automatic permission inheritance on subfolders
Instant one-click revocation of collaborator access
Activity reports exportable to PDF
Customization & branding
Your company logo customized in the interface
Option ($9.99/mo)
Full branding (logo + colors + domain name)
Option ($134.99/mo)
Option ($134.99/mo)
Option ($134.99/mo)
Option ($134.99/mo)
Predefined messages and firm reply templates
Reusable collection request templates
Ecosystem & integrations
Official Microsoft Outlook add-in (Desktop, Mac & Web)
Two-way synchronization with Microsoft SharePoint
Single sign-on SSO (Microsoft Entra ID / Azure AD)
CRM & API connectors (Equisoft/connect, Zapier)
Client onboarding gateway embeddable on your company website
Option ($29.99/mo)
Option ($29.99/mo)
Option ($29.99/mo)
Option ($29.99/mo)
Transactional modules & extras
Convoflo AI module (smart document renaming, subject suggestions, etc.)
Launch price $9.99/mo
Launch price $9.99/mo
Launch price $9.99/mo
Launch price $9.99/mo
Native electronic signature (e-signature)
From $16.99/mo
From $16.99/mo
From $16.99/mo
From $16.99/mo
Fee payment module by card and bank transfer
$14.99/mo
$14.99/mo
$14.99/mo
$14.99/mo
Onboarding & customer service
Personalized training, data migration & onboarding
Support for your customers as needed
Default support plan
Standard (free)
Standard (free)
Standard (free)
Standard (free)
Premium support option (same-day handling + phone)
Option
Option
Option
Option

Testimonials

A lot of happy customers

"Electronic signatures were a real asset during the most recent tax filing season. Most clients saw great added value in them."

Anne

Partner

"I appreciate it, I intend to use it for a long time."

Francis

Accounting technician

"The secure space is easy to use."

Jessica

Accounting technician

"The online platform meets ALL my criteria for security, features and simplicity."

Geneviève

Accounting technician

"Very easy to use. Very understandable and everything is there, and above all in one single application."

Verified Reviewer

Verified LinkedIn User

"The friendliness and simplicity of the software. It is easy to find your way around it."

Yannick

Accountant

"Excellent. The application helps us sort our files and already start classifying the documents we receive. It makes us so efficient."

Joyce

Notary

"For me it has simplified my work and it is easy to use"

Christiane

Administrative secretary

"Convoflo has let me simplify my exchanges with clients through a secure document sharing system, while keeping communication smooth and professional."

Marie-Hélène

CPA

"It is a very appealing solution for sharing documents, and also for the electronic signature option (which was very useful during lockdown)."

Jean

Director

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Turn client communications into a competitive advantage starting today.

Try now for free

Our mission

Helping organizations unleash their full productivity potential by providing them with a secure client-messaging solution for their daily communications… effortlessly.

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