Intranet Features

Document Management & Compliance

• Document Management
• Policies and Procedures
• Content Templates
• Policy Review Reminders
• Compliance Tools
• Version Control
• Access Controls
• Policy Acknowledgment
• Acknowledgment Tracking
• Centralized Audit Trail
• Audit Response Workspace
• Audit Exception Tracking

Forms, Workflows & Approvals

• Smart Forms
• Workflow Approvals
• Change Management
• Action Alerts
• Sticky Notes
• Incident Tracking Forms
• Asset & Equipment Tracking
• Whistleblower Reporting
• Onboarding Tools
• Offboarding Tools
• User Templates

Help Desk & Internal Support

• Help Desk Hub
• Ticketing System
• Vendor Management
• Incident Tracking
• Indirect Dealer Management
• System Access Tracking
• Device Management

Search & Integration

• Entra ID Integration (formerly Azure AD)
• Microsoft 365 Integration
• SharePoint Integration
• Instant Search
• Internal Search
• AI-Powered Search
• Aggregated FAQs

Engagement & Communication

• Calendars
• Employee Directory
• Employee Recognition
• Corkboards
• Announcements
• Internal News
• Education Tracker
• Volunteer Hours Tracker

Security & Permissions

• Granular Permissions
• Simple Mode (for Small Teams)

Extra Tools Clients Love

• Knowledge Base/a>
• Custom Database Builder
• Contact Management
• Symitar Code Library
• Lobby Management

Trusted for Decades.

SimplifyIT is the longest-running independent intranet software provider for banks and credit unions in the U.S. Financial institutions rely on our secure, flexible, and audit-ready platform to manage internal operations - from policy tracking and forms automation to document management, employee onboarding, and support workflows.

Want to See It in Action?

SimplifyIT brings it all together - without overwhelming your team. Schedule a quick demo or watch the overview to see the intranet in action.