Secure Intranet Software for Credit Unions

Credit unions face strict data handling standards - and our intranet was designed to meet them. SimplifyIT helps your team store, share, and manage internal information securely, without relying on generic cloud portals or patchwork permissions.

Choose How It's Deployed

Every credit union is different. That's why SimplifyIT can be cloud-hosted, on-premise, or self-hosted on your own infrastructure - giving you full control over where your data lives and how it's protected.

Granular Access Controls

Give staff access to only what they need. From HR policies to IT forms, you can assign access by department, branch, title, or individual. Whether it's limiting visibility on board materials or protecting loan documentation workflows, it's built for internal segmentation.

Audit-Ready Logging

Track exactly who changed what - and when. Version history, permission logs, and document changes are all automatically recorded and exportable for examiners. It's audit-ready transparency without the manual effort.

Flexible Login Options - Without Lock-In

SimplifyIT supports Microsoft login integration - but it's not the only option. Credit unions can authenticate users through Microsoft 365, internal credentials (with MFA), or a hybrid setup. No forced identity providers, and no hidden permissions tied to personal accounts. You stay in control.

Designed for Credit Union Teams

  • Hosted, on-premise, or self-managed deployment options
  • Role-based and branch-based permission settings
  • Internal-only access with optional IP filters
  • Secure file storage with encryption-at-rest (hosted)
  • Simple staff onboarding and offboarding tools

Common Questions

Is the intranet cloud-based or self-hosted?
You choose. SimplifyIT can be securely hosted in the cloud, installed on-premise, or deployed to your own server - giving your team full control.
What kind of access control does it offer?
You can define staff roles and control exactly who sees what - from page-level permissions to restricted file access by department or title.
Is SimplifyIT secure enough for audit-sensitive material?
Yes. We help credit unions store and manage sensitive policies, forms, and staff documentation with encryption, version logging, and access tracking.

Related Features for Credit Union Security

 
 
 
 
 
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.
 
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