Flowsecure

What is Flowsecure?

Flowsecure is an all-in-one application designed to streamline the process of data collection and document sharing for professionals in accounting, auditing, and law. It offers features like KYC (Know Your Customer) processes, secure file sharing, and collaborative teamwork, making it an essential tool for managing client information securely and efficiently.

Main Features of Flowsecure

1. Smooth Data Collection: Effortlessly collect data from clients with an integrated platform that includes PEP (Politically Exposed Persons) and sanction searches.

2. Secure File Sharing: Share sensitive information via secure links that offer password protection and enhanced security.

3. Team Collaboration: Work as a team on client projects while having all information centralized in one location.

4. Automatic Data Requests: Create forms with automatic data retrieval features, enhanced by AI-driven form generation options.

5. KYC and Onboarding: Automated onboarding processes integrated with Pliance.io for comprehensive AML (Anti-Money Laundering) compliance.

6. Customizable Templates: Set up future processes to automatically collect documents and content, making your workflows more efficient.

How to Use Flowsecure?

To get started with Flowsecure, simply create an account and explore the user-friendly platform. Users can create forms for automatic data requests, manage KYC processes, and send secure links for document sharing. By utilizing templates and automated alerts, professionals can easily manage recurring data requests without constant manual follow-ups.

Pricing

Flowsecure offers a free trial for users who wish to explore its features before committing. For ongoing access to advanced functionalities and higher usage limits, affordable subscription plans are available. These subscriptions cater to professionals who find the free plan insufficient for their needs.

Helpful Tips

• Utilize Automatic Data Requests: Take advantage of the automatic request features to streamline processes and reduce manual workload.

• Implement Secure Sharing Practices: Always share sensitive documents using secure links for enhanced data protection.

• Explore Custom Templates: Set up recurring content requests with customizable templates to save time.

• Monitor Notifications: Stay informed with daily alerts about data submissions from clients to ensure smooth communication.

Frequently Asked Questions

1. Who can benefit from using Flowsecure?

Flowsecure is ideal for accountants, auditors, lawyers, HR professionals, and digital agencies. Any industry that frequently collects client content and documents will find value in the platform.

2. Is Flowsecure compliant with data protection regulations?

Yes, Flowsecure prioritizes data privacy and complies with GDPR by storing client data within the European Union, which helps ensure robust data security.

3. Can I share sensitive client documents through Flowsecure?

Absolutely! Flowsecure allows you to share sensitive documents securely via protected links, ensuring confidentiality.

4. How does the KYC process work in Flowsecure?

Flowsecure integrates with Pliance.io to automate KYC and onboarding processes, simplifying compliance with customer due diligence requirements.

5. What should I do if I need more than the free plan's limits?

If the free plan's limitations are not sufficient for your needs, you can opt for one of Flowsecure's affordable subscription plans, giving you extended access and additional features.