--- title: "BoardEffect Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about BoardEffect Software - reviews, pricing plans, popular comparisons to other Board Management products and more." source_url: "https://www.capterra.com/p/151082/BoardEffect/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # BoardEffect Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BoardEffect ## What is BoardEffect? BoardEffect, a Diligent solution, is the leader in providing innovative boardroom technology to nonprofit organizations. Serving more than 14,000 mission-driven organizations, we empower volunteer boards with the tools to drive positive change. Our secure board management software streamlines operations, enhances governance practices, and enables confident decision-making. With BoardEffect, mission-driven organizations can unlock potential, accelerate mission delivery, and make a lasting impact in their communities. To further support effective governance, BoardEffect now harnesses the power of generative AI to streamline board meeting preparations. Our AI Board Book Summarization feature transforms lengthy board materials into concise, actionable insights with a single click—enhancing understanding, improving accessibility of complex information, and enabling real-time, strategic decision-making in fast-moving environments. ## What is BoardEffect used for? [Board Management](https://www.capterra.com/board-management-software/)[Portal](https://www.capterra.com/portal-software/)[Meeting](https://www.capterra.com/meeting-software/) Recognitions Shortlist Overall rating Based on 128 user reviews Reviews sentiment Positive 90% Neutral 4% Negative 6% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Board Management / 2026 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## BoardEffect alternatives Highest Rated [4.8 (80)](https://www.capterra.com/p/201025/Easy-Board/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (366)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (128)](https://www.capterra.com/p/221109/Boardable/reviews/) Starting price $20.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/151082/BoardEffect/alternatives/) ## FAQs about BoardEffect Overview ### What problems does BoardEffect solve? BoardEffect solves fragmented board materials, paper-based packet preparation, and scattered committee communication by centralizing secure document libraries, meeting books, agendas, RSVPs, attendance, and virtual meeting access. Board administrators, governance staff, trustees, and committees at nonprofits, healthcare organizations, and financial institutions benefit from controlled access, current materials, reusable packets, and clearer meeting preparation. Answer based on 79 reviews Overview ### Which roles and teams benefit most from BoardEffect? BoardEffect is most used by executive assistants, board administrators, and administrative teams that prepare meeting materials, manage agendas, and distribute board documents. Executive directors, presidents, CEOs, and directors use it to review governance information, collaborate with trustees, and track decisions. IT, legal, HR, and corporate secretaries support secure access, compliance, and records management. Answer based on 126 reviews Overview ### What company size and industries is BoardEffect built for? BoardEffect is designed for small organizations, with 66% of reviewers from small businesses, and nonprofit management, its top industry at 34%. It also serves higher education, community healthcare, credit unions, and community banks; 13% of reviewers work in hospital and health care, while 8% are in banking. Its common use case is board management. Answer based on 127 reviews Features and Usability ### What are the key features of BoardEffect? BoardEffect includes meeting management for organizing agendas, meeting packets, and upcoming meetings, plus document management through libraries for board packages, governing documents, and past meeting materials. Role-based access controls and secure data storage govern confidential information. It also provides meeting notes, action item tracking, and mobile access for reviewing materials remotely. Answer based on 27 reviews Integrations ### Which third-party tools and platforms does BoardEffect integrate with? BoardEffect integrates with 8 third-party tools and platforms, including GoTo Meeting, Zoom, Microsoft 365, Microsoft PowerPoint, Microsoft Word, Okta, Salesforce Nonprofit Cloud, and Tableau. The catalog covers meeting software, identity management, productivity apps, CRM, and analytics tools. Answer based on 1 reviews Getting Started and Support ### How easy is it to onboard and train a team on BoardEffect? BoardEffect offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers report that board members and nontechnical users generally learn core navigation quickly, while administrators may need more time for meeting books, configuration, and newer features. Some users cite uneven training materials and a self-directed implementation process. Answer based on 48 reviews Getting Started and Support ### What customer support options does BoardEffect offer, and how do users rate the experience? BoardEffect offers email/help desk, FAQ/forum, a knowledge base, phone support, and 24/7 live representative support. Users often describe staff as responsive, helpful, polite, and knowledgeable, with quick issue resolution. Some report inconsistent follow-up, changing representatives, unhelpful knowledge-base content, and prolonged unresolved tickets. Answer based on 48 reviews Security ### How does BoardEffect handle data security and access control? BoardEffect protects board materials through secure file sharing, document storage, archiving, and data transmission. It supports two-factor authentication with email tokens and lets administrators control who can view or submit materials. Reviewers cite HIPAA compliance, but note slow email authentication tokens, limited administrator permission levels, and administrator-managed password resets. Answer based on 17 reviews ## Features AI summary Based on 1,226 Board Management reviews Capterra data shows that buyers of board management software rank the following features as their top priorities: - **Meeting Management** (**52%** of reviewers rated this feature as critical) - **Secure Data Storage** (**66%**) - **Committee Management** (**54%**) BoardEffect supports all three of the features reviewers rate most highly: **Meeting Management**, **Secure Data Storage**, and **Committee Management**. Together, these capabilities help businesses organize board meetings, protect sensitive governance documents, and manage committee responsibilities more effectively, allowing teams to improve oversight, stay prepared, and keep board operations running smoothly. Secure Data Storage 4.5 (40) 92.50% of 40 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Audit Trail 3.6 (8) 87.50% of 8 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Third-Party Integrations 3.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Task Management 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Document Management 4.2 (53) 94.34% of 53 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Access Controls/Permissions 4.1 (49) 81.63% of 49 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems BoardEffect 67 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Action Item Tracking: Track the status of discussed/agreed tasks - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Agenda Management: Access event or meeting agenda online - AI Summarization: Uses AI to condense large amounts of text, audio, or video data into a coherent form - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendee Management: Process of managing, tracking, and communicating with individuals who are registered to attend an event - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Backup: Data is backed up automatically to prevent data loss - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Chat/Messaging: Communicate using direct chat or messages within the system - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Security: Protect sensitive data for digital privacy - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Employee Portal: Online portal where employees can access and track their own information - Event Scheduling: Plan an event's time and location - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Healthcare: Software designed for the healthcare industry - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Host Controls: Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc. - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Meeting Notes: Create and share notes/annotations taken during meetings - Meeting Preparation Tools: Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Minutes Management: Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. - Mobile Access: Access software remotely via mobile devices - Notes Management: Allow users to create, edit, and sort multiple notes - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Unified Directory: Store, modify, and track user accounts and access in a centralized directory - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Video Conferencing: Connect with meeting participants remotely over video - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 4.1 (127) 4.1 Based on 127 reviews ## Pricing Value for money 4.2 (118) Pro Custom Quote Available It includes: - Boards: 1 Check - AI Board Book Summarization - Audit Log - Microsoft Integration - Survey Templates - Check SSO/MFA - Certifications: Unlimited Plus Contact vendor for details It includes: - Boards: Unlimited - Minutes - Messenger - Data Integrations - Market Insights Value for money 4.2 (118) 4.2 Based on 118 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ GoTo Meeting](https://www.capterra.com/p/163332/GoToMeeting/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Tableau](https://www.capterra.com/p/208764/Tableau/)[ Okta](https://www.capterra.com/p/119653/Okta/)[ ZooM](https://www.capterra.com/p/172461/ZooM/)[ Salesforce Nonprofit Cloud](https://www.capterra.com/p/265078/Salesforceorg-Nonprofit-Cloud/) ## Support, customer service and training options Customer Service 4.4 (119) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (119) 4.4 Based on 119 reviews ## User reviews Overall rating 4.3 Based on 128 reviews Filter by rating Counts reflect reviews available in this feed. 5(68) 4(47) 3(5) 2(4) 1(4) Mentioned topic Recent reviews first, then most helpful RE Reviewer Administrator Used the software for: 3-5 years ### "Do NOT Recommend" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 November 2, 2026 We've been using the platform since 2011 and this past year have decided to end our contract as soon as we possibly can. It's become unusable for many on our Board and therefore useless to us. As an administrator, I can say that I have never had as many issues as I have had this past year. Customer service is outsourced and unfortunately incredibly difficult to understand, offering little to no help, when they finally do get back to you. Pros BoardEffect used to be great, intuitive and easy to navigate. Rollouts this year under Diligent have steadily made the site cumbersome and difficult to use. Administrator's rights have been limited and Board members have had an increasingly difficult time logging in. Cons Cumbersome and difficult to use. Administrator's rights have been limited and Board members have had an increasingly difficult time logging in. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Executive Director Used the software for: 1-3 years ### "Executive Director" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 March 6, 2026 Fairly poor. Product poor. Support and interest in customer experience poor. Partnership to ease use poor. Pros We converted from Boardpaq to Board Effect 1.5 yrs ago. We remain unhappy with the change. The tool is less efficient and more prone to operator error. Cons Inability to search on content. Board members comfort and adoption. Not as straightforward. The link to virtual meeting is better than Boardpaq Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Board Member Used the software for: 1-3 years ### "Good Governance and document management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 25, 2026 I enjoy the ease of use and the way the documentation streamlines my workflow. It helps me stay organized and prepared, which in turn makes my meetings run more smoothly and feel more productive Pros I love the simplicity and how everything is outlined in a way that allows me to clearly see the agenda, meeting goals, and outcomes from past meetings. Cons Logging in can feel disconnected; I wish this functioned more like a fully integrated meeting software platform. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer GC and Corporate Secreatry Used the software for: 3-5 years ### "Mixed bag- some good/some need improvements " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 February 25, 2026 The tool is something we inherited but we believe it could use some updates. For example, the ease of navigating and a bit more intuitive approach to organization of the folders. Pros Agenda management. It is easy to build an agenda in BoardEffect and a good central location for all of our board-related materials. Cons How difficult it is to operate. There are so many ways to organize the folders and the links to different folders then become very confusing. It is also not a complete tool for Board Management. Ideally, we would have liked to see a way to handle our nom com work through Board Effect. 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Executive Admin Used the software for: 3-5 years ### "Would not recommend this platform" 1.0 February 25, 2026 I do not feel that BoardEffect values their customer base; especially after the change to Diligent. It is definitely NOT the product for non-profit organizations based on the price, difficulty of use and lack of local (or any) support! They have rolled out functionality that does not work and no one in support even knows about it or how to make it work and then tell you it is not actually included in your package as an excuse for that. Our board members rarely use the platform because they find it cumbersome and difficult to navigate. Pros N/A. There is very little to like about BoardEffect. It is basically being used as a document storage because it is so disliked by our Board and staff. Cons BoardEffect was never very robust in areas like emails, reporting, making esoteric changes or even basic ease of use. New functionality, that was never really asked for and not very useful (like AI), has always been prioritized over fixing functionality that never worked well. Once Diligent took over, it has become an absolute nightmare to get support or CSM help. I have asked repeatedly to speak with our CSM and never get a call and cannot reach out directly because there is no phone number to do so. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CEO Used the software for: 3-5 years ### "Change back" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 February 25, 2026 Positive until recently, this new version is not acceptable and does not meet our needs as well as the previous version Pros I liked the usability of the previous version. Since the change to the new Diligent one platform it is not as good Cons The new version is difficult for my directors to use and function in well, making meetings less satisfactory and less effective Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer HR Used the software for: Less than 1 year ### "Was a good platform, until the change to fully incorporate Diligent" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 January 27, 2026 Prior to the changeover, it was a really good platform for the basics we used it for. Once the change occurred, it hasn't been efficient enough for our needs, and the customer service has been incredibly poor. Pros I liked BoardEffect a lot more before it transitioned to being fully led by Diligent. It was a good space to keep our board documents and was easy enough to use for even our least tech-savvy members. Cons Since the transition in early fall, my senior leadership has been unable to access a link to upload their monthly reports for the board to review. I've raised this issue with the BE/Diligent team and have had an active ticket open for a month and a half. Occasionally, I will receive an email from someone on their team that they are working on the issue, and it could be resolved when they decide to roll out their next update. I requested a customer service rep/account rep who is located in the US for the ability to communicate during working hours, but that hasn't happened. The only communications I receive are at times that are not reasonable to be able to create a conversation about the issue. The work has piled up for me because they have been unable to fix this issue, and the lack of support has finally pushed me to the point where we will be looking to leave the platform when our contract is up. I feel there are many other platforms that can do this simple task of sending an upload link to contributors, but for some reason, this issue is the most challenging they have faced, and the support is terrible. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ronald H. owner Used the software for: I used a free trial ### "BoardEffect is pretty cool" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 November 27, 2025 I enjoyed it the little time I used it - it seems to be a very effective force to use especially in a corporate office type environment. Pros I liked the ease of execution the best. Once I started using it, I knew my way around very quickly. Not a fit for my small agency but perhaps in the future. Cons It doesn't seems to fit for a company of our size. We only have 4 employees currently but maybe one day in the future we can grow... Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. OJ Omar J. Director of Board Relations Used the software for: 3-5 years ### "BoardEffect has been a game-changer!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 20, 2025 Overall, BoardEffect has made our efficiency much better when it comes to Board meetings. It has been great to see our technologically hesitant Board members embrace the simplicity of the platform. Pros I love that documents are securely stored within the platform. It makes it easier for Board members to find specific documents. Cons 1\. I wish there was a way to update one document that is stored in multiple places, and it be updated everywhere. Instead of having to edit each document individually in different places. 2. I wish there was a way to integrate BoardEffect and external platforms like Microsoft Sharepoint so it is easier to edit documents. 3. It would also be nice to be able to see older drafts of documents that have been edited. That way, we can see the changes that have been made with each document. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Marketing HR Specialist Used the software for: Less than 1 year ### "Still learning but easier to navigate than I thought!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 20, 2025 At first I was a little overwhelmed but overall the entire site has been relatively easy to navigate. Pros I like that all our meetings and meeting books are neatly organized and easily accessible since that is what we spend 95% of our time on. Cons I'm not a fan of the overall look of the site. It's a little dull. More color or graphics would make it more eye catching, at least for me. I'm more of a visual person. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/151082/BoardEffect/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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