Productivity tools
To become a master of your time, you need to free your day-to-day operations from repetitive, non-billable administrative tasks. Convoflo brings together a comprehensive suite of natively integrated productivity tools—including automated follow-ups, bulk file collection, and e-signatures. By centralizing your document workflows within a single unified secure space, you eliminate manual data entry and searching through scattered emails.
Preset messages
Firm communication standardization
Create official message templates for your recurring instructions (e.g., Acknowledgment of receipt, Request for additional documents, Tax instructions). Ensure professional, error-free communication across your entire team.
Ultra-fast drafting and time savings
Insert canned responses with a single click during client exchanges. Assistants and professionals eliminate repetitive typing and answer common requests in seconds.
Shared with your colleagues
Facilitate collaboration with your colleagues by sharing pre-composed message templates. Ensure brand and communication consistency while saving time by making prepared, shareable, and customizable text templates available to your team for any situation.
Create a signature for your messages
Automatically customize your signatures for every communication. Create message templates featuring your professional details—such as your name, title, contact information, and more. These personalized signatures are automatically applied to every message, saving you time while ensuring a consistent, professional appearance. Simplify your communication and impress your recipients with custom signatures using our pre-composed messages.
Smart reminders
Drastic bottleneck reduction
By guiding clients with regular notifications until full submission, you eliminate manual follow-ups, cut collection timelines by over 50%, and kick-start your engagements much faster.
Automatic email notification at the selected date and time
Never miss another deadline with our custom reminder feature! Easily set up reminders that automatically send email notifications at your chosen date and time. Stay organized and keep everything on track with tailored alerts. Simplify your task management and stay up to date with Convoflo.
Target specific recipients for reminder emails
With our targeted reminder feature, you can choose exactly who receives reminder emails. Select one or more individuals to ensure key deadlines are brought to the attention of the right people. Enhance communication efficiency and clarity with our targeted reminder option, available now on Convoflo.
Scheduled due date reminders
Set a due date on your requests and let Convoflo send automatic reminders (e.g., 7 days before, the day before, and on the due date). Solicit your clients with courtesy without overburdening your team.
Overdue task tracking dashboard
Instantly view active reminders, document request statuses, and pending signature documents. Your team can pinpoint bottlenecks immediately without digging through email histories.
Fillable PDFs
Interactive in-browser PDF editing and filling
Allow your clients to complete interactive PDF forms (e.g., tax questionnaires, onboarding forms, declarations) directly on their screen, without having to print or scan them.
Auto-saved to secure space
Once the form is completed, the entered data is saved directly into the file hosted on Convoflo. No local file handling is required.
Automatic synchronization to Microsoft SharePoint
When your Convoflo account is synced with SharePoint, completed PDFs from clients are instantly replicated to your internal SharePoint folders, ready for processing by your team.
Other tools
And a lot more...
Smart antivirus
Reassurance that your received documents are not a threat
You and your clients can have peace of mind; all files uploaded to the Convoflo platform are scanned by a smart antivirus that is updated with the latest known viruses.
Learn more about securityIntegrated e-signatures
Have your mandates, declarations, and agreements signed in 1 click all in one place, complete with a certified timestamp, audit trail certificate, and full legal validity—without using a paid third-party tool.
Discover signaturesConvoflo add-in for Microsoft Outlook
Send, secure, and organize your emails or attachments directly into your Convoflo spaces right from your Outlook inbox (Desktop, Mac, and Web)—without extra steps.
Discover the Outlook add-inSmart file request
Create interactive checklists with automated scheduled reminders (e.g., 7 days prior, the day before, and on the due date) to collect your documents without manual follow-ups.
Discover file requestsEmbedded client onboarding gateway
Embed a direct access portal onto your company website, enabling your clients to upload their documents or access their secure space with complete autonomy.
Learn more on GatewayBulk actions and batch templates
Deploy document requests and targeted messages simultaneously to dozens of clients segmented by tags (e.g., T2 Clients, 2026 Tax Season) while maintaining 100% private, secure spaces.
Zapier & API integration
Link your Convoflo secure spaces to over 5,000 business applications to automate folder creation, archiving, and end-to-end workflow triggers.
Learn moreBi-directional Microsoft SharePoint synchronization
Automatically route every file uploaded by a client directly into your internal SharePoint server structure. Your teams keep their existing filing and archiving habits without any manual data entry.
Learn moreSmart & customizable labels
Take advantage of Convoflo's internal tag system to easily categorize, filter, and track the progress of your client files. Invisible to your external clients, these visual tags allow you to assign responsibilities by department, identify read or processing status, and locate any secure space in a fraction of a second.
Learn more on Gateway
A shared benefit for clients, teams, and the entire organization
For your client
A simpler, secure environment to deposit, retrieve documents, and complete requests—without relying on endless email threads or a rigid, overcomplicated portal. Your clients gain autonomy with direct access that requires no tedious passwords to remember, enabling them to interact with your firm in just a few clicks.
For your internal teams
Fewer manual searches, fewer document resends, less version confusion, and better tracking of what has been uploaded, viewed, or downloaded. Your administrative assistants and professionals eliminate repetitive non-billable tasks thanks to automated reminders and centralized document workflows all in one place.
For your organization
A more structured, traceable, and secure environment featuring access control, automatic file protection, and a clear audit trail. Regulatory compliance becomes your greatest profitability driver, ensuring a framework certified SOC 2 Type II and compliant with Law 25 (Quebec) and PIPEDA (Canada). Get things done... with a smile.
Automate your repetitive tasks without losing control
With Convoflo's productivity tools, reduce non-billable manual handling, apply your filing standards more consistently, and strengthen document governance right within your secure spaces.
