# Compare BoardEffect vs BoardPro 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare BoardEffect and BoardPro based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/151082-164493/BoardEffect-vs-boardPro

---

# BoardEffect vs BoardPro Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

BoardEffectBoardPro2/4 selected

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

[BoardPro](https://www.capterra.com/p/164493/boardPro/)[4.8 (821)](https://www.capterra.com/p/164493/boardPro/reviews/)

[## BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.2

Functionality

4.2

Ease of Use

4.3

Customer Service

4.4

Reviews Sentiment

JR

Based on [127 reviews](#user-reviews)

Positive

115

Neutral

5

Negative

7

[## BoardPro](https://www.capterra.com/p/164493/boardPro/)[4.8 (821)](https://www.capterra.com/p/164493/boardPro/reviews/)

Starting Price

$165.00/month

Value-for-Money

4.7

Functionality

4.5

Ease of Use

4.7

Customer Service

4.7

Reviews Sentiment

Based on [821 reviews](#user-reviews)

Positive

819

Neutral

2

Negative

0

## Summary

* * *

Features in Board Management Software

Best performer

39 / 41

Only BoardEffect

-   Activity Dashboard
-   AI Summarization
-   API

23 / 41

User satisfaction

User satisfaction

4.4

User reviews[127](https://www.capterra.com/p/151082/BoardEffect/reviews/)

Ease of use

4.3

Functionality

4.2

Value for money

4.2

Customer support

4.4

User satisfaction

4.8

User reviews[821](https://www.capterra.com/p/164493/boardPro/reviews/)

Ease of use

4.7

Functionality

4.5

Value for money

4.7

Customer support

4.7

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

$165Other, Per Month

-   Free version
-   Free trial

Best for

Best for

It is designed for nonprofits, higher education institutions, community healthcare organizations, credit unions, community banks, and more.

Best for

Nonprofits, schools, associations, technology companies, and commercial organizations.

## User reviews

Pros & cons

JR

Jamie R.

Human Resources Manager and Corporate Secretary

> "BoardEffect has significantly improved our Board process; creating consistent Board packets, a library to house important..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851768)

SG

Sheila G.

Administrative Coordinator

> "I don't like that you can't alter a survey once you've received a response, and the fact that the server goes down at the..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6868904)

AR

Amanda R.

Executive Assistant

> "I like the ability to have multiple rooms for different committees within one platform, and the ability to keep documents..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851739)

BM

Bonnie M.

HR

> "Since the transition in early fall, my senior leadership has been unable to access a link to upload their monthly reports..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#SoftwareAdvice___7081953)

CC

Christi C.

Director

> "BoardEffect enables our nonprofit organization to effectively communicate and allows board members the agency to cross..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6852193)

BM

Bonnie M.

HR

> "I requested a customer service rep/account rep who is located in the US for the ability to communicate during working..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#SoftwareAdvice___7081953)

MJ

Malik J.

Administrative Director

> "I appreciated being able to access the full calendar, RSVP to meetings, and check agendas right from my phone, especially..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6831900)

IL

Ilona L.

GC and Corporate Secreatry

> "There are so many ways to organize the folders and the links to different folders then become very confusing. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101504)

CB

Carrie B.

Executive Administrative Assistant

> "I like that we can have a central, shared, document repository accessible to our board members for upcoming and past..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851819)

CC

Charles C.

Admin

> "Constant issues with platform bugs, customer service would answer to tickets but not fix issues, not easy for board to..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6644868)

SL

Stephen L.

Operations Manager

> "I appreciate how I can customize the landing page so that I can store files in different workrooms for committees."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851726)

IL

Ilona L.

GC and Corporate Secreatry

> "it is also difficult for our board to navigate the tool and it is not as collaborative as we would have liked it to be"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101504)

CS

Cathy S.

Executive Secretary

> "I love that we are saving the environment using less paper, and that communication and meeting notifications can all be..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851725)

KP

Kim P.

Executive Admin

> "I have asked repeatedly to speak with our CSM and never get a call and cannot reach out directly because there is no phone..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101462)

DD

Donna D.

President

> "It allows us to keep all of our Board documents in one location."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851961)

KP

Kim P.

Executive Admin

> "Our board members rarely use the platform because they find it cumbersome and difficult to navigate."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101462)

DD

Donna D.

President

> "BoardEffect offers a great platform to keep Board and Governance Documents in one location."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851961)

HC

Hannah C.

Board Member

> "Logging in can feel disconnected; I wish this functioned more like a fully integrated meeting software platform."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101535)

BB

Bruce B.

Broker Owner

> "BoardEffect is great for maximizing time and funds available to do Board functionality and checkup. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6835613)

KP

Kim P.

Executive Admin

> "It is definitely NOT the product for non-profit organizations based on the price, difficulty of use and lack of local (or..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101462)

MJ

Malik J.

Administrative Director

> "There were a few minor issues, but generally it helped streamline our board’s communication and document sharing."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6831900)

DB

Doris B.

Controller

> "We are not able to put in the time expected to give to each item on the agenda."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851704)

BM

Bonnie M.

HR

> "It was a good space to keep our board documents and was easy enough to use for even our least tech-savvy members."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#SoftwareAdvice___7081953)

EP

Ellie P.

Executive Assistant

> "It has been difficult to get my board members to log in and use the interface regularly."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851798)

AR

Amanda R.

Executive Assistant

> "Overall using BoardEffect is convenient and makes communication flow smoothly between committees, members, and agency..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851739)

JR

Jamie R.

Human Resources Manager and Corporate Secretary

> "It seems that our reps have changed quite a few times, and we've never received an introduction email to notify us of the..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851768)

CC

Christi C.

Director

> "The customer service is exceptional and they regularly check in to provide updates about new features and secure feedback."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6852193)

AR

Amanda R.

Executive Assistant

> "It is not as user friendly or intuitive as I would expect, and the BE trainer I was assigned was also not familiar so her..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851739)

SW

Sonia W.

Director

> "I like that it opened like a book so I just keep scrolling down to the next page or agenda item. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6856065)

CA

Corelle A.

Paralegal and Liaison to Board of Trustees

> "It is not as intuitive and modern as other document managing platforms."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851841)

SW

Sonia W.

Director

> "Can also see a full directory of other member whic sure helps with collaboration."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6856065)

OR

Ornella R.

Advancement Manager

> "The design/ interface is not really attractive or calls attention."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853485)

JH

Jonathan H.

Vice President

> "Our communication is streamlined, and our members have mostly taken to using this technology in."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853501)

BW

Beth W.

Executive Director

> "Support and interest in customer experience poor."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7106278)

SW

Sonia W.

Director

> "Pretty okay with the Portal but do think it can be improved by making it more user friendly for non savvy technology..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6856065)

YL

Yvonne L.

Executive Assistant

> "Setting up reports and Board books for the first time was time consuming."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6848034)

EM

Elaine M.

Executive Assistant

> "BoardEffect provides a variety of ways to house secure documents and is so easy to use for the administrator and user."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853475)

SL

Stephen L.

Operations Manager

> "I had spoken to customer service about workarounds, and nothing seemed to work just right for our purposes."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851726)

EP

Ellie P.

Executive Assistant

> "It produces professional looking pages and documents and is quick and easy to update and make changes."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851798)

JD

Julie D.

Director

> "Creating board books is challenging and very manual."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851899)

SF

Stephen F.

Board member

> "I like the integration with Microsoft platform and others like zoom."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851638)

SW

Sonia W.

Director

> "Have difficulties knowing if my message was sent."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6856065)

DR

Debi R.

Executive Assistant

> "I like that there are separate tutorials for Administrators and Board members."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851751)

WK

Wendy K.

Executive Officer

> "As of late, the integration with Diligent has been disappointing."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853570)

OR

Ornella R.

Advancement Manager

> "It is very useful to manage boards and introduces tools I didnt know I needed."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853485)

JH

Jonathan H.

Vice President

> "They've missed info even when it's there."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853501)

BB

Bruce B.

Broker Owner

> "This helps me dedicate my limited time to this topic."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6835613)

KS

Ketrina S.

Executive Assistant

> "I also don't like that it doesn't agree with Grammarly."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851702)

CC

Christi C.

Director

> "I highly recommend BoardEffect to a mid-sized nonprofit considering a tool to enhance their communications with board..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6852193)

NB

Nikki B.

Executive Assistant

> "Not so easy to find things by the category listed."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6852032)

YL

Yvonne L.

Executive Assistant

> "Ease of user experience. Once we have our Trustees logged in, they seem to be able to easily navigate the information."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6848034)

DC

Daniel C.

President

> "Not one past referral is satisfied with this product."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#SoftwareAdvice___6709070)

FF

Ferdinand F.

Chief Technology Officer

> "Providing a simple to use and cost effective solution for board and committee management."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851670)

LB

Lauren B.

Project Team Lead

> "Diligent Boards isn't as easy to use."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6619411)

RD

Rachelle D.

Chief of Staff

> "It has made my efficiency skyrocket. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851836)

LL

Lisa L.

Program Director

> "We have had a few glitches with the software where we created a template and then it was not there when we went back to use..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2811434)

KR

Kirsten R.

Manager of Board Engagement Events

> "Overall we have been very happy and learning how to utilize BoardEffect for more items about our organization"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851801)

SS

Sarah S.

Senior Executive and Governance Coordinator

> "some management of features was hard, such as the meeting scheduler"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___3351200)

KS

Kelly S.

Executive Assistant

> "I'm really enjoying using the platform in the country club industry and look forward to the platform evolving."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851761)

FC

Faith C.

Executive Assistant

> "The Email token for 2 factor authentication takes too long for protected emails"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2291161)

VR

Verified Reviewer

Director

> "BoardEffect is secure and generally easy to use for financial institution Board members and staff."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853587)

KR

Kallee R.

Director of Events/Asst to the President

> "There were some features regarding editing the document were not available like we had hoped."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2270654)

JT

Julia T.

VP, CHRO

> "We really just love using BoardEffect for our committees!"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851747)

VR

Verified Reviewer

Executive Associate and Board Liaison

> "meeting book design is tedious and could be more flexible"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2404145)

JR

Jamie R.

Human Resources Manager and Corporate Secretary

> "I also reached out to support a few weeks ago and received excellent service and help from the rep."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851768)

KR

Kelly R.

Executive Director

> "emails don't look great. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2382312)

[View Reviews](https://www.capterra.com/p/151082/BoardEffect/reviews/)

FB

Frances B.

Board Member

> "It streamlines board processes, improves meeting efficiency, and supports good governance with tools that are both practical and..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7022373)

VR

Verified Reviewer

Nutrition and Regulatory Officer

> "Sometimes the formatting is difficult when writing the agenda e.g. with tables and fonts."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7032288)

VR

Verified Reviewer

Operations Manager

> "Board pro provides seamless board meeting administration and provides a single source of truth for directors and trustees..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6874332)

RJ

Ricky J.

CMO

> "scheduling can be a little confusing and buggy with different calendars (google, outlook, ical etc) but it isn't a major."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6882810)

AB

Andrew B.

Board Member

> "I use it on two Boards, one of which is supported online by a virtual Board Secretary and the platform enables seamless..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6617030)

KP

Kat P.

Group HR Manager

> "I am yet to find something I dont like about it. But if I was to choose something, it would be making the notes more noticable."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7059699)

MW

Michael W.

CFO

> "With the use of the full product suite, we are able to cut the time of our board meetings in half - and have more productive..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6531815)

AM

Alice M.

Board member

> "Cant always find all of the documents, lots of small different links that aren't easily found because they aren't labelled well."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6867069)

PS

Peter S.

General Manager

> "This is a fully automated system that saves time and costs in preparing, running and following up on Board Meetings"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6883682)

TH

Tommy H.

Executive Director

> "Managing meetings and agendas from scratch (without BoardPro) is a false economy."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7013913)

TR

Tony R.

Controller

> "The Flying Minute feature has been especially valuable to us in documenting actions taken by the board in between meetings. "

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6858056)

NU

Nicole U.

Executive Manager

> "The access levels seem a bit broad, these could be more defined to limit access."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7010983)

ER

Emma R.

Associate Principal

> "The interface is intuitive and user-friendly, which made it simple for us to get started without a steep learning curve."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7046175)

PS

Peter S.

General Manager

> "There can be some duplication with reminders, which tend to be repetitive."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6883682)

TG

Tarsha G.

Director

> "Great tool bar allowing for edits ,highlights and notes to be easily added."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6884569)

AR

Anna R.

Fund Operations Officer

> "The approval process for a decision seems to be a bit repetitive, entering in what we are approving a couple of times. "

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6603916)

NZ

Neda Z.

Librarian

> "Excellent platform for managing Board meetings, governance comms and confidential files."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6815881)

REG

Rae Ellen G.

Secretary

> "We have quarterly two day meetings and BoardPro only allows a meeting to go for one day which means our timings on the minutes..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___5020709)

JK

Jude K.

PA to CEO

> "It saves me so much time from collating a pile of PDFs and having to create page numbers, hyperlinks etc. "

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6460862)

JD

Judy D.

Trustee

> "Navigating between papers is clunky, and you can easily get back to the beginning and have to reload them without realising"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6558364)

JS

John S.

Director

> "BoardPro keeps everything in an easy to manage format, allowing for seamless co-working on documents in a secure environment"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6841984)

AE

Ahmed E.

Board Secretary

> "Also it’s frustrating I cannot switch an agenda item from discussion-type to voting-type."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6574639)

RC

Rebekah C.

Board member ex. secretary

> "The system supports effienct note taking and reduces secretary workload."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6871179)

MR

Marianne R.

Training Administrator

> "The inability to "unpublish" the board pack. "

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6848216)

RJ

Ricky J.

CMO

> "Great value for money, I also appreciate the companies focus on building new features and continually growing the functionality..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6882810)

JF

Julia F.

Board Secretary

> "One thing that comes to mind is the inability to take minutes inside the action point section. "

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6592040)

CE

Catherine E.

Non Executive Director

> "One is an older more established charity; the other more in a start up phase and BoardPro has served both organisations really..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7110555)

PC

Peter C.

Partner

> "Really satisfied - when I hear that some teams are still spending hours of time printing and posting Board packs, I really can't..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6358909)

TH

Tommy H.

Executive Director

> "It gave us structure and a repeatable model that makes sharing the Board pack very easy."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7013913)

JA

Jay A.

Operations Director

> "Sometimes it's a bit clunky building the agenda - I've lost my work a few times."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6592006)

KV

Kathryn V.

Executive Director - President

> "It allows for deeper board engagement, their eyes are no longer glossing over from an abundance of paper packets and content."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6605340)

MB

Mariana B.

Graphic Designer

> "it sometimes has a couple bugs with the actions"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6421694)

JK

Jude K.

PA to CEO

> "It's nicely automated with action points and it's great to have everything in one place for everyone to access, including..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6460862)

Danielle H.

BID Manager

> "That the agenda item wording does not auto-fill into the decision so I have to type out the resolution again or it doesn't appear..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___5024610)

TH

Trevor H.

Body Corporate Chair

> "The automatic cross referencing of 'decisions' 'action' & 'notes' makes it easy to do follow ups and have them stored in the..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6592064)

DS

Dallas S.

Director

> "Page numbering is a bit confusing, but probably user error."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6429714)

KT

Kohine T.

Project Manager

> "i really enjoy the easy transfer of info for minute taking, confirming minutes for upcoming meetings and communication with..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6578427)

ES

Eric S.

CEO / DIRECTOR

> "E.g. you can't paste a graph into the paper or insert pictures - picture says a 100 words?"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4822267)

JB

Johanna B.

Executive Director

> "Easy billing, available extras like free continuing education programs on governance, and while they have higher paid programs..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6593596)

Dr Sherrie L.

Board Trustee

> "Not easy to share annotations with other users."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6308334)

TM

Terina M.

Board Member

> "easy access, easy to navigate and intuitive to reading, making notes on board papers, ability to access previous board packs"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6843878)

KH

Katrina H.

FAR committee member

> "When you click on the meeting pack some of the documents do not appear and need to individually load thses"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4816238)

TD

Tanya D.

Chief Executive Officer

> "The convenience of the product and its ability to simplify governance tasks and save time for the users."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6592051)

RW

Rosa W.

Project Coordinator

> "The extra step required for users to click on the .ics attachment, and the lack of visibility of nuanced responses (e.g. messages..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___3646218)

TH

Trevor H.

Body Corporate Chair

> "BoardPro assists greatly in structuring agendas which helps the chair keep people on message."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6592064)

Danielle H.

BID Manager

> "It also makes it harder to compare the agenda version of the resolution to the final version."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___5024610)

SW

Samantha W.

Non Executive Director

> "Easy to use and record notes and keep everything in one place"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7050547)

JC

Jordan C.

Investment Operations Lead

> "I can't think of any aspect of BoardPro that would rank lower than existing/email methods of managing our Board activity."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6014781)

JK

Johannes K.

HR Director

> "My overall experience is the fact that it is user friendly, easy to navigate, easy to amend agenda and upload pre-reads."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7050588)

NJ

Nikki J.

Office Manager

> "There are no features that I find difficult to use."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6684778)

LB

Linda B.

Elected rep

> "Good app with quick availability of docs and ability to use for online meetings, quick decision making"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6571197)

SM

Steve M.

Financial Controller

> "Problems found with Board Pro tend to be user orientated - from lack of familiarity as I only use it 3 - 4 times a year."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4837580)

CL

Clare L.

Trust Administrator

> "I also love how BoardPro records who is responsible for actions, then emails them reminders about completing these actions."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6616991)

PW

Peter W.

Chair

> "There are some restrictions on document formats that are annoying"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4800907)

MW

Mark W.

Chief Execuitive Officer

> "Fantastic, great resources to help get setup and underway and managing our first Board meeting."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6820694)

GZ

Grant Z.

Board Member

> "It can be a little cumbersome when navigating around the tools available."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4999521)

LH

Lucy H.

CFO

> "I found it very easy to learn and we now have a very smooth Board pack compilation process. "

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7058750)

JM

Josh M.

Trustee

> "Documents can close at times when you misclick."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6060971)

JC

Jordan C.

Investment Operations Lead

> "The ability to keep minutes, notes and actions recorded all in one place has saved plenty of time for our team and our Directors..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6014781)

TNW

Te Ngaehe W.

Board Chair

> "I have not found any fault worth mentioning."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6505126)

AG

Andrew G.

Managing Director

> "It has allowed our team to easily stay on top of meeting dates, agendas, file attachments, meeting minutes and allocated task..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4979395)

AT

Ana T.

Board of trustee member

> "It can be expensive for small schools like ours."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4951213)

JO

James O.

Genera Manager

> "The product helps our chair and committee secretaries keep meetings focussed and on track, and assists with clarity around..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4999523)

GC

Greg C.

Director

> "Meeting minutes is a little confusing in parts"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4772007)

AB

Andrew B.

Board Member

> "Fast and efficient. Both for my limited time as a governor and for the team managing the governance processes for the Boards I am..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6617030)

GZ

Grant Z.

Board Member

> "Might also be the users lack of knowledge of the product."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4999521)

PH

Paul H.

Manager, Strategy and Operations

> "The layout is flexible and assist with efficient retrieval of information at board meetings"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6604100)

KD

Katrina D.

Board member

> "At this stage I don't really have Cons as I am still learning about all the features though finding out the programme we have..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___3757138)

LH

Lucy H.

CFO

> "Easy to use, easy to load up papers and share information with Board members. "

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___7058750)

AC

Audrey C.

Accountant

> "The inability to edit pdfs uploaded directly."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___3583480)

TTT

Te Taute T.

Deputy Chairman

> "Documents are easily accessible has all the necessary features required for board meetings and having the BoardPro app on my IPad..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6190764)

DL

Diana L.

Finance Manager

> "I can't think of anything specific to improve BoardPro"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6203592)

JF

Julia F.

Board Secretary

> "Love the reduction in manual formatting mahi when doing manual board packs. "

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6592040)

RW

Rosa W.

Project Coordinator

> "We were disappointed that meeting invitations aren't yet fully integrated with Outlook."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___3646218)

VR

Verified Reviewer

Director

> "I love how a single login gives me access to all, even though my role on each board is different."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6592109)

TKN

Tee Kay N.

Director

> "Does not provide a good audit trail of progress on items."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___3494577)

SW

Sarah W.

Board Secretary

> "Very user friendly and logical. As the Secretary of our Board I am quickly and easily able to produce Board Packs and send these..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6592066)

SJ

Steven J.

CEO

> "Not being able to sign off on documents electronically"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___4153628)

MG

Mark G.

Board Member

> "Security of my account as well was very satisfactory, as information within the account are in all confidence and ought to be..."

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___6593455)

GT

George T.

Accountant

> "Cannot change the outlay of Board Packs and meeting minutes once finalised, not enough options for users to get specific documents"

[See full review](https://www.capterra.com/p/164493/boardPro/#Capterra___3307732)

[View Reviews](https://www.capterra.com/p/164493/boardPro/reviews/)

## User interface

4.36 (127)

[BoardPro](https://www.capterra.com/p/164493/boardPro/)

4.79 (821)

### Features

BoardEffect

Top features

39/41

-   Access Controls/Permissions
-   Activity Dashboard
-   Agenda Management
-   AI Copilot
-   AI Summarization
-   API
-   Approval Process Control
-   Attendance Management
-   Audit Trail
-   Automatic Backup
-   Automatic Transcription
-   Calendar Management
-   Chat/Messaging
-   Collaboration Tools
-   Committee Management
-   Compliance Management
-   Customizable Branding
-   Customizable Templates
-   Document Management
-   Document Review
-   Electronic Signature
-   Event Scheduling
-   For Healthcare
-   For Nonprofits
-   Generative AI
-   Meeting Management
-   Meeting Notes
-   Member Directory
-   Minutes Management
-   Mobile Access
-   Polls/Voting
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   Self Service Portal
-   Single Sign On
-   Surveys & Feedback
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Video Conferencing

[See all features](https://www.capterra.com/p/151082/BoardEffect/#features)

BoardPro

23/41

-   Access Controls/Permissions
-   Activity Dashboard
-   Agenda Management
-   AI Copilot
-   AI Summarization
-   API
-   Approval Process Control
-   Attendance Management
-   Audit Trail
-   Automatic Backup
-   Automatic Transcription
-   Calendar Management
-   Chat/Messaging
-   Collaboration Tools
-   Committee Management
-   Compliance Management
-   Customizable Branding
-   Customizable Templates
-   Document Management
-   Document Review
-   Electronic Signature
-   Event Scheduling
-   For Healthcare
-   For Nonprofits
-   Generative AI
-   Meeting Management
-   Meeting Notes
-   Member Directory
-   Minutes Management
-   Mobile Access
-   Polls/Voting
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   Self Service Portal
-   Single Sign On
-   Surveys & Feedback
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Video Conferencing

[See all features](https://www.capterra.com/p/164493/boardPro/#features)

### Recognition

No recognitions have been awarded to BoardEffect

No recognitions have been awarded to BoardPro

### Deployment & support

BoardEffect

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

BoardPro

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

BoardEffect

-   By Diligent
-   Located in United States
-   Founded in 1998

BoardPro

-   By BoardPro
-   Located in New Zealand
-   Founded in 2015

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