Convoflo – Portal & Messaging

Get things done... with a smile.

Convoflo is the secure client-messaging platform designed to simplify exchanges between professional services firms (accounting, tax, legal, finance) and their clients.

Ongoing sharing: Say goodbye to hours of unnecessary admin work!

No more tedious manual follow-ups, disorganized file storage, or chasing scattered documents. Convoflo enables a simplified and highly secure ongoing flow of information. Your clients send supporting documents as soon as they have them, keeping your files organized with total clarity—without wasting a single minute on administrative management.

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Are you a client invited by your professional?

Download the Convoflo app to communicate and collaborate securely with your firm. No more lost emails or bulky attachments! In just a few taps, you can: • Receive real-time notifications so you never miss an update. • Respond to document requests and submit supporting files by scanning or uploading them directly. • Review and sign important documents with built-in e-signatures. • Pay your invoices quickly and securely.

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Are you a professional or a firm?

With the Convoflo mobile and desktop apps, stay connected to your secure spaces wherever you are and offer a seamless, modern experience to your clients.

KEY BENEFITS OF CONVOFLO:

- Secure messaging & push notifications: Eliminate email dependency and prevent your messages from ending up in spam folders.
- Ongoing sharing & automated collection: Centralize document intake and automate reminders without administrative effort.
- Integrated signatures & payments: Streamline your business processes on a single, user-friendly platform.
- Data sovereignty & security: Encryption at rest and in transit. Your data is hosted in the country of your choice, in strict compliance with privacy laws and regulatory standards (including Law 25).

A FRICTIONLESS TOGETHER EXPERIENCE

Everything is designed for clients to be autonomous from day one. Convoflo brings simplicity, organization, and peace of mind to your daily business relationships.

Make your client experience a driver of productivity and profitability.

Download Convoflo today and take control of your time.