Audit-Ready by Design

★ NCUA coming up? No panic. Just SimplifyIT. ★

Your intranet should work for you when exam time hits - not make things harder. SimplifyIT gives credit unions built-in compliance tools to ensure you're audit-ready year-round, with a clear trail of what happened, when, and by whom.

Tools Designed for Examiners - and Everyday Use

  • Version history on policies, procedures, and files
  • Role-based visibility to limit access by department or position
  • Audit trails that log who changed or acknowledged what
  • Retention rules and expiration reminders for key documents
  • Form logs, required fields, and automated acknowledgment capture

Ready for the NCUA - Without the Fire Drill

SimplifyIT helps you avoid the audit scramble. Examiners want to see that the right processes are being followed consistently. With our platform, that proof is already in place - no stress required.

Compliance That Helps Everyone

Audit-readiness isn't just about external reviews. These tools also help employees follow procedures, help leadership validate accountability, and help IT avoid micromanaging permissions.

Audit-Ready vs. Audit Response

Being audit-ready means your intranet enforces the right behavior from day one. Audit response is how you show what happened. With SimplifyIT, you're strong on both fronts.

Explore Related Capabilities

Looking for more tools? Explore all SimplifyIT intranet features.
 
 
 
 
 
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.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
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.
 
✦ trusted in banking since 2004 ✦