4D File Management
Securely share, organize, and track client documents.
A private, branded portal where your clients send you documents and you send files back — with a notification the moment something arrives and a full history in both directions.
How it works
- 1Client uploadsInto their own private workspace, any time.
- 2Your team files itInto the folder structure built for that client.
- 3You send files backStraight into the client's folder.
- 4Everyone is notifiedBy email and in the app, instantly.
- 5Everything is recordedEvery upload, view and delete, for both sides.
- A private workspace for each of your clients
- Instant notification when a document arrives
- Full file history, both directions
- Your own address: yourfirm.4dworkspace.com
- Encrypted storage, with every upload scanned for malware
- Read receipts — know when a client has opened a file
- Notifications sent from your own Microsoft 365 mailbox
- Every screen and email in French and English
Who does what
Client
Your customer — a person or a company, invited by you. There is no public sign-up.
- Upload documents to their own workspace
- View and download everything you filed for them
- See their full activity history
- Add teammates under their own account
Staff
Your team members, invited by a manager.
- Upload, file and organize documents for any client
- Build reusable folder templates and apply them in seconds
- Move a misfiled document — the client is told automatically
- Soft-delete and restore filed documents
Manager
Runs the account — everything staff can do, plus the business side.
- Invite and remove staff, managers and clients
- Review each client's activity and engagement
- Track usage against the plan and see every invoice
- Decide how long an offboarded client keeps access
Pricing
Flat price per firm. Your own clients are always unlimited and never counted.
- StarterStaff seats: Up to 2Storage: 20 GBExtra seat: $11 CAD$54 CADAbout $27 CAD per seat
- PlusStaff seats: Up to 5Storage: 50 GBExtra seat: $11 CAD$83 CADAbout $17 CAD per seat
- GrowthStaff seats: Up to 10Storage: 100 GBExtra seat: $10 CAD$125 CADAbout $13 CAD per seat
- ScaleStaff seats: Up to 30Storage: 500 GBExtra seat: Included$279 CADAbout $9 CAD per seat
Extra seats are added automatically as you grow, up to 30 per account. Scale already includes all 30.
Storage beyond your plan is billed at $0.15–0.20 USD ($0.21–0.28 CAD) per GB. Most firms never see this line.
How it compares
Comparable client-portal tools charge $45–75 per staff member, per month. For a two-person team that is $90–150 a month; Starter covers the same team for $39 USD / $54 CAD, flat.
| Product | Price per user, per month | Roughly, in CAD |
|---|---|---|
| SmartVaultDocument management and client portal, accounting-focused | $55–85 USD | $77–119 |
| LiscioSecure messaging and document portal for CPAs | $45–75 USD | $63–105 |
| Citrix ShareFileGeneral file sharing and e-signature | $17–24 USD | $24–34 |
| Content SnareDocument collection only, no lasting client portal | $14–18 USD | $20–25 |
| 4D File ManagementBranded client portal, instant notifications, full file history | — | $9–17 |
Competitor prices as published in September 2026, annual billing where offered. CAD figures are indicative, converted at about 1.40. Our range excludes the two-seat Starter plan.
Better together
Already on the other 4D product? The second subscription is 20% off, permanently. Clients, staff and sign-in are shared across the platform, and one invoice covers both.
See the other product