For professional service firms (CPAs, notaries, financial services) and fast-growing businesses, managing time is a daily battle.
Safety & efficacy comparison
Standard email vs. secure email with Convoflo
Every confidential document sent via standard email exposes your firm to significant security risks. The Convoflo add-in transforms your Outlook inbox into a secure fortress, without changing the way you work.
Standard email | Secure email (w/ Convoflo add-in) |
|---|---|
Unencrypted transmission: Sensitive data and attachments are transmitted in plain text over the network. Risk of non-compliance: Exposure to legal penalties and data breaches (Bill 25). Labor-intensive manual filing: You must download documents to your desktop before archiving them. Scattered tracking: No centralized tracking of document receipt or access. | Instant encryption: Ultra-secure sending directly integrated into your standard “Send” button. Compliance and sovereignty: 100% Canadian hosting for complete peace of mind. Organization in 2 clicks: Directly transfer received attachments to the secure customer portal. Seamless management: Your teams can continue using Outlook as usual without any change management. |
Your habits don't change, your security does
The Convoflo add-in completely eliminates the friction of change management. You stay within the Outlook environment you already use 8 hours a day, while Convoflo bulletproofs your exchanges in the background.
Here is concretely how this native integration fits into your daily routine:
1. For sending secure messages
Write your email just like you always have. Once finished, the encrypted notification pre-builds itself, and the secure delivery executes in a single click using the standard "Send" button integrated within Outlook.
2. For organizing received emails and attachments
A client sends you their financial statements or confidential identity documents via email? Stop downloading them to your desktop. The "Forward to Convoflo" button allows you to choose the filing folder and transfer the email and its attachments directly into the correct secure space. Your client files remain centralized, up-to-date, and continuous sharing is guaranteed, hassle-free.
Universal compatibility for your firm
To ensure absolute peace of mind, the add-in supports rich text (HTML) to preserve the professional formatting and signatures of your emails. Designed to adapt to any infrastructure, the integration is universal:
Fully compatible: Outlook Classic, Outlook Modern, PC, Mac, and Outlook Web.
Technical restriction: The integration requires a modern infrastructure and is not compatible with obsolete versions (Outlook 2016 and below).
Regain control over your time
Complying with the industry's strictest standards for handling confidential data should never slow your day down. By integrating Convoflo into Outlook, we eliminate detours so you can get your most serious work done... with a smile.
The official add-in is available today for all our users. Activate it in a few seconds and start working smart.
Published on Wednesday, July 15, 2026
Last updated on Wednesday, September 23, 2026
