Convoflo logo

Convoflo

by Convoflo - Convoflo · Since 2010
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ActiveAvailable globallyCloud
Quick facts
VendorConvoflo - Convoflo
Year launched2010
StatusActive
LocationRepentigny, Canada
Countries servedGlobal
Languages2
Integrations3+
Free tierNO
Free trialYES
Contact salesNO
Last reviewed: Jun 2026

About Convoflo

A secure client-messaging and file-sharing platform for professional services. Enables encrypted document exchange, e-signatures, and payment collection within a centralized, branded portal.

Convoflo is a secure client-messaging and document management platform developed by Knova Web Technologies Inc., specifically tailored for professional services like accounting, notary, and financial firms. The product focuses on simplifying the exchange of confidential data by replacing insecure email attachments with encrypted 'secure spaces.' Key capabilities include integrated e-signatures, payment processing, and fillable PDF forms, all designed to make the client experience self-sufficient and professional. The platform emphasizes security, featuring data encryption at rest and in transit, along with granular permission controls. While it offers robust features for document-heavy workflows, it is designed for ease of use, requiring minimal training for end clients. Integrations with tools like SharePoint and Microsoft Entra ID help it fit into existing enterprise ecosystems, and its pricing is structured based on the number of secure spaces and storage needs, making it scalable for various firm sizes.

Pros & Cons

What users like
  • +Secure encrypted tunnels ensure confidential data protection for sensitive client documents.
  • +Integrated e-signature and payment modules streamline administrative workflows.
  • +Intuitive interface requires minimal training for external clients to adopt.
  • +Granular permission controls allow for precise management of document access.
  • +Bidirectional integration with SharePoint automates document synchronization.
What users flag
  • Advanced reporting capabilities are limited compared to dedicated enterprise analytics platforms.
  • Pricing scales based on the number of secure spaces, which may become costly for firms with very high client volumes.
  • Zapier integration is currently listed as coming soon, limiting immediate automation options for some users.

Features

Key features

Secure Client Messaging
Provides encrypted communication tunnels for exchanging messages and files with clients.
Electronic Signature
Allows clients to sign documents directly within the secure portal without external platforms.
Payment Collection
Facilitates credit card and pre-authorized debit payments directly from the client portal.
Fillable PDFs
Enables the creation and sharing of interactive PDF forms for efficient data collection.
Granular Access Control
Offers an intuitive permission panel to manage document, folder, and message visibility.

Additional features

Canned Messages
Saves time by providing pre-written templates for common client communications.
Inbox Summary
Segments received content by type to reduce search time and improve organization.
Expiration Date
Allows users to set a lifespan for shared files to maintain internal governance.
Anti-Virus Scanning
Automatically scans all uploaded files for threats to ensure platform security.
Activity Export
Exports communication and activity logs to PDF for audit and evidence purposes.
Email Reducer
Summarizes notifications by person to minimize distractions during the workday.
Custom Branding
Allows organizations to customize the portal interface to match their brand identity.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Bronze

flat

CAD 29.99

  • 100 secure spaces
  • 100 GB storage
  • 1 internal user
Source: vendor pricing page

Silver

flat

CAD 79.99

  • 250 secure spaces
  • 250 GB storage
  • 3 internal users
  • Custom branding
Source: vendor pricing page

Gold

flat

CAD 134.99

  • 500 secure spaces
  • 500 GB storage
  • 3 internal users
  • Custom branding
Source: vendor pricing page

Platinum

flat

CAD 209.99

  • Unlimited secure spaces
  • 1 TB storage
  • 3 internal users
  • Custom branding
Source: vendor pricing page

Countries & Languages

Global
Countries served
2
Interface languages
1
Billing currencies

Interface languages

EnglishFrench

Billing currencies

🇨🇦CAD

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