NATIVE SECURITY AND GUARANTEED COMPLIANCE
Security that meets the highest standards, designed for productivity, not bureaucracy
Protecting your clients’ confidential data should never paralyze your daily operations or slow down your communications. Convoflo integrates advanced security mechanisms directly into the heart of every secure space, ensuring airtight protection for your files while offering a remarkably simple experience that immediately wins over your clients and teams.
At Convoflo, ease of use is a security feature in itself: a frictionless tool eliminates workarounds via traditional email (Shadow IT) and ensures full compliance with regulations in Quebec (Bill 25), Canada (PIPEDA), and the United States (SOC 2 Type II).
The Convoflo solution is SOC 2 Type II certified
At Convoflo, security and confidentiality aren’t just promises—they’re validated annually by independent audit firms. Our SOC 2 Type II certification, which is renewed annually, guarantees the security, availability, processing integrity, and confidentiality of our infrastructure. This technical rigor provides professional service firms (accounting, law, finance, insurance) with a framework for data exchange that simplifies compliance with legal requirements throughout North America (Quebec—Bill 25, Canada—PIPEDA, and the United States).
Why Convoflo's Built-in Security Is Transforming Your Risk Management
Compliance no longer needs to be a manual process or a perceived burden—it becomes your greatest driver of trust, adoption, and profitability.
All your messages and files are encrypted in transit and at rest. Email notifications do not contain any confidential data: they direct your customers to their secure, sovereign space hosted in Canada (or at the storage location of your choice).
Require multi-factor authentication (MFA) for your internal teams through Microsoft Entra ID (Azure AD) and mandate it for your external clients. Adjust permissions at the folder or department level with just a few clicks.
Complexity is the enemy of security. By offering password-free access and a seamless interface, Convoflo eliminates the friction that typically drives customers to use insecure methods (shadow IT).
Every document uploaded by a customer or partner is scanned instantly before entering your system. Suspicious files are automatically blocked, eliminating the risk of malware.
Maintain an tamper-proof, exportable audit trail of every action: submission, viewing, download, electronic signature, or payment. You have an airtight audit trail for every client file.
A robust, redundant, and highly available cloud architecture
Encrypted, customizable storage
24/7 availability and privacy governance
Privacy policy
DPA
Terms of Use
A win-win for your client, your teams, and your organization
For your client
A completely secure environment where you can share financial and personal documents without worry. Your client can access their secure space without having to remember a complex password, knowing that their personal information is protected according to the highest industry standards.
For your internal teams
Eliminate the stress associated with sending errors and manual file transfers (Shadow IT). Your professionals and assistants can work with peace of mind thanks to automatic antivirus scanning, centralized consent management, and seamless archiving in SharePoint.
For your organization
Comprehensive protection against data breaches, regulatory penalties, and reputational damage. You’ll establish yourself as a trusted authority in the eyes of your clients while ensuring a SOC 2 Type II-certified framework that complies with Bill 25 (Quebec) and PIPEDA (Canada). Get the job done… with a smile.
