Document Management for Financial Services Since 2004, SimplifyIT has helped financial institutions replace shared drives and disorganized folders with secure, searchable document libraries. Built for banks and credit unions, our platform includes version tracking, audit trails, and policy review reminders - all designed for real-world compliance and exam readiness. Built for Bank & Credit Union Compliance- Version Tracking: Log every edit with timestamps, authors, and comments using our version control tools.
- Policy Review Reminders: Set automatic review cycles by department, branch, or topic. Track completion with staff acknowledgment.
- Secure Access Controls: Restrict documents by role or group. Our permissions engine supports audits and everyday staff needs.
- Audit Trail: Monitor who viewed or edited each document. Export logs for internal reviews or FDIC exam prep. Learn more.
Why Financial Institutions Choose SimplifyIT- Document Linking: Attach procedures, forms, or policies to help desk tickets, internal forms, or onboarding checklists.
- Searchable Content: Find documents instantly with keyword-based or optional AI search.
- Organized by Need: Sort documents by audience (e.g. IT, HR), format (PDF, Word), or lifecycle stage (draft, final).
- Deploy Fast: Go live in days - not months - with a platform that works without custom code or extra licensing.
Used by Real Financial InstitutionsWe work exclusively with community banks, credit unions, and other financial institutions across the U.S. All features exist because someone like you asked for them.
Common Questions
What makes SimplifyIT's document management different from generic file storage?
Unlike shared drives or generic file tools, SimplifyIT includes audit trails, policy review reminders, and secure role-based access - all tailored for financial institutions with exam and compliance needs in mind.
Can we track who has viewed or acknowledged a policy?
Yes. Every view, edit, and acknowledgment is tracked. You can generate reports for auditors or internal compliance reviews showing exactly who saw what and when.
How do we handle version control with multiple editors?
Our version history system logs every update with timestamp, editor, and notes. Older versions are retained for auditability, and you can compare or restore versions at any time.
Do you support both cloud and on-premise document management?
Yes. You can deploy SimplifyIT in the cloud, on-premise, or in a hybrid setup - depending on your IT and compliance requirements.
Is this just for policies and procedures, or can we use it for forms too?
You can store, organize, and version any document type - including PDFs, Word files, onboarding forms, IT templates, HR checklists, and more. Many clients link forms directly to workflows.
Helpful Definitions & Related Features |  On-Prem or Hosted ✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.
Choose what
fits your FI.  Audit Ready ✓ Documentation.
✓ Documentation.
✓ More Documentation.
Auditors and examiners love
documentation and exports,
the software abides.  Microsoft Integration ✓ Entra AD.
✓ Teams.
✓ Office 365 Email.
Fully integrated.  AI-Assisted Search Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.  Policy Tracking Be ready for auditors
and examiners by
tracking those policy
acknowledgements.  Smart Workflows ✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.
Route, track and
document. |
