Secure client messaging for CPA firms and accounting professionals
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.
Strengthen the security of your financial data without creating a technical support department.
It is time to bring your productivity goals and communication needs together under one roof. From rapid implementation to secure data transfer, Convoflo offers a modern solution adopted by your clients from day one.
The built-in portal trap and negative ROI
Do not confuse your administrative comfort with your actual efficiency. Some line-of-business software vendors sell the idea of "saving a few internal clicks" with a rigid integrated client portal. In reality, these portals create an accumulation of micro-frictions (forgotten passwords, frustrating navigation, complex interfaces) that drive your clients away from them and back to unsecure emails.
You haven't optimized your firm: you’ve simply created an unbillable technical support department and generated a negative total cost of ownership (TCO) and return on investment (ROI) by degrading the customer experience.
Work faster and more efficiently
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.
Customer service
Opt for a personalized customer service that combines accessibility, courtesy, and professionalism. Our team is committed to answering your questions and those of your clients as quickly as possible. This is our promise of a functional client-messaging solution at all times.
Continuous improvement
Our team is listening. This is what allows us to commit to the continuous improvement of our service and our solution. Simplifying your internal and external communications is an integral part of our mission.
Fast setup
In just a few clicks, start using Convoflo independently or with guidance from one of our experts.
Here is what your plan includes:
Initial audit to identify your current confidential data sharing practices
Personalized training for users
Proactive follow-up
On-demand support during the data migration period
Features designed to advance your client files more efficiently
File requests and secure client-messaging
In professional services, how fast a case moves often depends on getting the right documents at the right time. Convoflo allows you to request, receive, and organize your clients’ files in a secure space—without endless emails or manual follow-ups.
By combining file requests with secure client-messaging, you centralize communications and streamline collaboration from start to finish. Your clients know where to send their documents, your teams know where to find them, and every file moves forward in a more structured environment.
Electronic signature system
Speed up approvals and simplify closing files with electronic signatures integrated directly into your workspace. No need to step out of your collaboration flow to sign an important document.
Your teams can send, track, and manage signature requests in a smoother workflow, while your clients sign through a simple, clear, and secure experience.
Status labels
Keep a better overview of your follow-ups thanks to a simple and intuitive status label system. Quickly identify files that are to process, pending, completed, or to follow up on, without having to dig through multiple tools.
By visually structuring your workflow steps, you facilitate internal collaboration, improve prioritization, and reduce the risk of a client request going unnoticed.
Integrated e-signature
Have documents signed without ever leaving your secure portal. Speed up approvals and keep your signed documents neatly organized in the right folder.
Access permissions
Manage precisely who can see what. Control access to files, folders, and shared spaces according to your operational needs.
Notification summary
Cut through the noise and stay in control. Group important updates into clearer, easier-to-follow notifications.
Optimize your tax seasons. Simplify the delivery of your special engagements.
Tax season involves a massive amount of exchange, collection, and processing of documents. Convoflo enables accounting professionals to gather information and process sensitive documents faster and more efficiently.
Give yourself and your clients a user-friendly interface to upload and organize documents, along with a client-messaging tool to share information with total security.
Testimonials
