Secure Intranet Features

Your intranet is home to sensitive data, internal procedures, and compliance-critical documentation. Security isn't just a feature - it's the foundation. SimplifyIT was designed from the ground up with financial institutions in mind, offering the kind of role-based access, logging, and visibility examiners expect.

Security Highlights

  • Role-based access on every page and document
  • Audit trails for content changes and policy acknowledgment
  • SSO with Azure AD, TLS encryption, and optional encryption at rest
  • No public URLs - completely private and locked down

Compliance-Ready Architecture

  • Optional on-prem or cloud deployment to meet examiner expectations
  • Time-stamped history of document views, edits, and policy acknowledgments
  • Granular permissions down to the page, form, or file level
  • Change logs for all submitted tickets, alerts, and workflows

Built with Examiners in Mind

Auditors often ask, 'Who saw this? Who changed this? Was it approved?' SimplifyIT makes these answers easy. Our clients routinely pass vendor management reviews and NCUA/FDIC exams with full transparency - no scrambling.

Want to Learn More?

Visit Secure Intranet Software for Banks and Credit Unions for a full platform overview - or watch our 5-minute demo to see it in action.

 
 
 
 
 
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 ✦