Secure client-messaging solution for accountants
Want to offer your clients and your team a customizable client-messaging solution that offers unbeatable security? Get Convoflo, the platform for exchanging financial data that meets the industry’s highest security standards.
Boost the security of your financial data
It's time to bring your objectives and communication needs under one umbrella. From rapid implementation to secure data transfer, Convoflo technology offers you and your organization a host of advantages.
Compliance and security
Whether they’re inactive or in transit, ensure that your data transfers are encrypted to the highest standards. Convoflo also gives you full control over user authorizations and allows you to change them with just a few clicks.
After-sales service
Our service team is courteous, professional and quick to respond. They’re always ready to answer questions from you or your clients. Ensuring optimal accessibility and ease of use for your client-messaging platform is a top priority.
Continuous improvement
Convoflo’s team works together to adapt our services to your changing needs. Simplifying your transfers and those of your clients: it’s an integral part of our commitment to you.
Quick set-up
Ease of use: Convoflo can be set up with just a few clicks, on your own or with the help of one of our experts.
Your plan can include:
- An initial audit to assess your confidential data sharing practices
- Personalized training for users
- Proactive follow-up
- On-demand support during data migration
Optimize your tax periods. Streamline the completion of your important projects.
Streamline your document collection and communication
Tax time means a great deal of exchanging, receiving and processing of documents. With Convoflo, CPAs can work faster and more efficiently in collecting and processing their clients’ sensitive documents.
Give yourself and your clients access to a user-friendly interface for uploading and organizing documents, and a client-messaging system for sharing information in total security.
Electronic signature system
Convoflo simplifies the signature process for accountants and their clients.
With our electronic signature system, your clients can sign their tax and other documents quickly and securely. Find out more about the advanced technology we use to give you access to this powerful advantage.
Status labels
Convoflo’s intuitive system makes it easy to keep track of your documents by attaching labels to indicate their status. For example: use the “to be processed” status to identify priority tasks in your shared spaces. This effective visual aid allows you and your team to accelerate processing and optimize collaboration for any client needs.
Start your free trial
Starting a free trial couldn’t be easier. Once you sign up, you can explore the platform and interface, learn the various functions and discover all the benefits for your business.
Exploring additionnal features
Electronic signature
Do not require your customers to connect to another platform to sign their documents
Have documents signed within the secure space. In addition, several features are available to automate everything. Once signed, the document remains in the right place for you and your client.
Access Permissions
Granular access on documents, files and folders
Manage the privacy of your content through an intuitive and powerful permission panel. In a single click, it's easy to view access permissions and edit them to revoke or grant access to a new person.
Notification digest
Simplify your notification management and stay in control of your inbox.
With Convoflo's customized email notifications, choose to receive your notifications in an organized way. Group multiple notifications into a single digested email, for more efficient management of your inbox.
