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Compliance-Ready Document Management Because audits shouldn't be stressful.

Whether it's NCUA, FDIC, or an internal audit, SimplifyIT helps you meet compliance requirements for document retention, access control, versioning, and review history - no separate system needed. Every action is timestamped. Every version is preserved. And every examiner leaves happy.

Compliance Tools Built In

Support for Examiners and Internal Audits

Need to prove your team acknowledged a policy? Show how long a document was active? Identify who updated a procedure? It's all tracked automatically - no spreadsheets, screenshots, or last-minute scrambling required.

Common Compliance Use Cases

  • NCUA retention policies for internal records and disclosures
  • Tracking review dates for disaster recovery plans and HR policies
  • Logging board document access by role or individual
  • Maintaining version history for evolving procedures
  • Auto-deleting expired documents after their retention period

No Extra System, No Extra Work

SimplifyIT isn't just for storage. It's your compliance companion. Because it's part of your intranet, your team is already using it - no need for separate logins or extra software to manage document compliance.

See the Compliance Logs in Action

Request a demo and we'll walk you through a live examiner scenario - with real logs, real timestamps, and zero stress.

 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
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