Secure Document Access
View and download your records 24/7, from wherever you are.
Easy Document Access with Our Document Portal
D4’s customizable Document Portal lets you quickly and easily view the information you need most.
Every D4 client can take advantage of a personalized Portal with document storage and reporting capabilities.
Our clients use the Portal to track documents, data points, business records, and whatever else they need, under their exact specifications.
We know that efficient document retrieval can help our clients stay compliant and audit-ready. That’s why we make document access available anytime, from anywhere, following stringent security protocols.
Easy Document Access with Our Document Portal
D4’s customizable Document Portal lets you quickly and easily view the information you need most.
Every D4 client can take advantage of a personalized Portal with document storage and reporting capabilities.
Our clients use the Portal to track documents, data points, business records, and whatever else they need, under their exact specifications.
We know that efficient document retrieval can help our clients stay compliant and audit-ready. That’s why we make document access available anytime, from anywhere, following stringent security protocols.
How Does Document Access Work at D4?
Here are some of the benefits to D4’s document access solutions:
- All of the files you need are downloadable. Individual and consolidated PDF documents and audits are available for you to easily export.
- Employees can conveniently view files while working from home. D4’s Document Portal allows secure login from anywhere, in-office or remote.
- It’s midnight, and you need your files now? No problem. We offer 24/7 document access with 99.9% Portal uptime.
- Files are stored for as long as your industry’s regulations require. We provide flexible options and work with your unique document retention rules, to maintain compliance and personalize our solutions to your organization.
- Advanced customizable filtering lets you find your documents quickly. Sort your files by App Code, Status, Order Date, Document Type, Date Range, Account Number, and other categories.
- Easily analyze your data by exporting Excel-ready versions of your reports.
How Does Document Access Work at D4?
Here are some of the benefits to D4’s document access solutions:
- All of the files you need are downloadable. Individual and consolidated PDF documents and audits are available for you to easily export.
- Employees can conveniently view files while working from home. D4’s Document Portal allows secure login from anywhere, in-office or remote.
- It’s midnight, and you need your files now? No problem. We offer 24/7 document access with 99.9% Portal uptime.
- Files are stored for as long as your industry’s regulations require. We provide flexible options and work with your unique document retention rules, to maintain compliance and personalize our solutions to your organization.
- Advanced customizable filtering lets you find your documents quickly. Sort your files by App Code, Status, Order Date, Document Type, Date Range, Account Number, and other categories.
- Easily analyze your data by exporting Excel-ready versions of your reports.
Secure Document Storage and Access
Our clients rely on protocols that protect sensitive information. Implementing a document storage solution without the right safeguards in place could lead to compliance violations and loss of consumer trust.
We’re proud of our status as a fully-compliant, HIPAA and SOC 2 Type II audited organization, and we prioritize data protection throughout all of our processes.
Some of the data security controls we enact to provide secure document access include:
- Multi-Factor Authentication (MFA) for login, adding an extra layer of security to reduce the risk of unauthorized entry.
- Roles-based access controls, which allow only authorized users to view sensitive information.
- Relationship-based access. Documents can be tagged with Relationship Codes, which ensure users only view records tied to their assigned codes. This can prevent unnecessary exposure for organizations that have multiple teams or departments using the Portal.
- End-to-End encryption for all data, documents, and communications, in-transit or at-rest.
- Full redundancy of our solutions.
With these protocols, D4 helps our clients stay compliant and audit-ready.
Secure Document Storage and Access
Our clients rely on protocols that protect sensitive information. Implementing a document storage solution without the right safeguards in place could lead to compliance violations and loss of consumer trust.
We’re proud of our status as a fully-compliant, HIPAA and SOC 2 Type II audited organization, and we prioritize data protection throughout all of our processes.
Some of the data security controls we enact to provide secure document access include:
- Multi-Factor Authentication (MFA) for login, adding an extra layer of security to reduce the risk of unauthorized entry.
- Roles-based access controls, which allow only authorized users to view sensitive information.
- Relationship-based access. Documents can be tagged with Relationship Codes, which ensure users only view records tied to their assigned codes. This can prevent unnecessary exposure for organizations that have multiple teams or departments using the Portal.
- End-to-End encryption for all data, documents, and communications, in-transit or at-rest.
- Full redundancy of our solutions.
With these protocols, D4 helps our clients stay compliant and audit-ready.
Document Access Across Industries
Secure and easy document access can benefit organizations in any of the following sectors:
- Finance:Â View and download statements, tax forms, notices, and any other customer documents that you store.
- Healthcare and Insurance: Streamlined access to statements, EOBs, and invoices supports compliance and audit-readiness.
- Government:Â Manage property taxes, utility bills, and pension statements.
- Banking and Credit Unions:Â Access account statements and other files with ease.
- Education:Â View transcripts, tuition statements, and disclosures.
- Utilities:Â Download utility statements and notices.
- And Many More! Any organization that needs document storage should prioritize streamlined document access.
Document Access Across Industries
Secure and easy document access can benefit organizations in any of the following sectors:
- Finance:Â View and download statements, tax forms, notices, and any other customer documents that you store.
- Healthcare and Insurance: Streamlined access to statements, EOBs, and invoices supports compliance and audit-readiness.
- Government:Â Manage property taxes, utility bills, and pension statements.
- Banking and Credit Unions:Â Access account statements and other files with ease.
- Education:Â View transcripts, tuition statements, and disclosures.
- Utilities:Â Download utility statements and notices.
- And Many More! Any organization that needs document storage should prioritize streamlined document access.
Why Does Streamlined Document Access Matter?
Secure document access with D4’s Document Portal can enhance operational efficiency.
The Document Portal serves as one centralized hub for all of your documents. Partnering with us eliminates the need to rely on a physical mailroom or multiple different digital solutions. With the Portal, everyone on your team knows where documents are and how to easily view and download them.
Our solutions are customizable to your organization’s needs. Each client’s Portal comes with personalized branding, along with customizable filtering and access control capabilities.
D4’s HIPAA and SOC 2 Type II compliant processes keep your critical customer communications safe, from file transfer, to final delivery, to the document storage stage.
Why Does Streamlined Document Access Matter?
Secure document access with D4’s Document Portal can enhance operational efficiency.
The Document Portal serves as one centralized hub for all of your documents. Partnering with us eliminates the need to rely on a physical mailroom or multiple different digital solutions. With the Portal, everyone on your team knows where documents are and how to easily view and download them.
Our solutions are customizable to your organization’s needs. Each client’s Portal comes with personalized branding, along with customizable filtering and access control capabilities.
D4’s HIPAA and SOC 2 Type II compliant processes keep your critical customer communications safe, from file transfer, to final delivery, to the document storage stage.

See How Secure Document Access Can Work for You.

See How Secure Document Access Can Work for You.





