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
- +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.
- −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
Monthly plans
Silver
flatCAD 79.99
- 250 secure spaces
- 250 GB storage
- 3 internal users
- Custom branding
Gold
flatCAD 134.99
- 500 secure spaces
- 500 GB storage
- 3 internal users
- Custom branding
Platinum
flatCAD 209.99
- Unlimited secure spaces
- 1 TB storage
- 3 internal users
- Custom branding
Countries & Languages
Interface languages
Billing currencies
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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 Details
Convoflo's In-App Market Place
Does Convoflo have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
Silver
flatCAD 79.99
- 250 secure spaces
- 250 GB storage
- 3 internal users
- Custom branding
Gold
flatCAD 134.99
- 500 secure spaces
- 500 GB storage
- 3 internal users
- Custom branding
Platinum
flatCAD 209.99
- Unlimited secure spaces
- 1 TB storage
- 3 internal users
- Custom branding
Accepted Payment Currencies
CAD
Pros & Cons
- 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.
- 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.
Convoflo's Support Options
Email Address
info@convoflo.comContact
+1 800 897-7432Convoflo's Alternatives
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