Document Management Software Built for banks, credit unions, and internal teams.

What Makes It Different?

This isn't a generic cloud file tool. It's built for internal operations - with features that help you track document retention, restrict access by branch or department, and respond to audits in minutes.

• Retention tracking with automatic reminders
• Centralized document repository with full-text search
• Role-based permissions and access control
• Workflow tools for updates, approvals, and archiving
• Version history and expiration handling

No IT Admin Required

Unlike SharePoint or file servers, SimplifyIT was made for non-technical admins. HR can upload policies. Compliance can set deadlines. Branch staff can find what they need - instantly.

Explore Features

Visit our document management feature list to explore everything from deletion workflows to retention automation - all integrated with your intranet.

Request a Quick Demo

See it in action - and find out how much simpler it can be to keep policies organized and auditors happy.