# BoardEffect Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about BoardEffect Software - reviews, pricing plans, popular comparisons to other Board Management products and more.

Source: https://www.capterra.com/p/151082/BoardEffect/pricing

---

# 

 BoardEffect Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/)

Overall rating

Based on 127 user reviews

Reviews sentiment

Positive

91%

Neutral

4%

Negative

6%

Starting price

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

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

[4.7 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/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 (339)](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

[4.7 (134)](https://www.capterra.com/p/133609/Convene/reviews/)

Starting price

$400.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/151082/BoardEffect/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Document Management

4.3 (52)

94.23% of 52 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Access Controls/Permissions

4.2 (48)

81.25% of 48 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Meeting Management

4.2 (43)

90.70% of 43 reviewers that rated this feature as important or highly important

Manage the process of planning and scheduling meetings, including agenda creation

Secure Data Storage

4.5 (39)

92.31% of 39 reviewers that rated this feature as important or highly important

Securely stores data to prevent data loss or breaches

Agenda Management

3.9 (27)

96.30% of 27 reviewers that rated this feature as important or highly important

Access event or meeting agenda online

Calendar Management

4.3 (25)

68.00% of 25 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

BoardEffect 67 features

Define levels of authorization for access to specific files or systems

Track the status of discussed/agreed tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access event or meeting agenda online

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Highlight content and/or make notations about parts of content

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage attendance for classes, shifts, meetings, or events

Process of managing, tracking, and communicating with individuals who are registered to attend an event

A record of all activities within the system, including user access, changes made, etc.

Data is backed up automatically to prevent data loss

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Communicate using direct chat or messages within the system

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage a group of members established for coordinating plans, programs, or other initiatives

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Centralized repository to store content and assets

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Add customized logos and colors to align with company branding

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Protect sensitive data for digital privacy

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Online portal where employees can access and track their own information

Plan an event's time and location

Public or private sharing of digital files such as documents, audio/video, images, and more

Software designed for the healthcare industry

Software specialized for non-profit organizations

Store, manage and track all forms in a centralized location

Use AI to generate content in the form of text, images, videos, etc.

Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage the process of planning and scheduling meetings, including agenda creation

Create and share notes/annotations taken during meetings

Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.

Access software remotely via mobile devices

Allow users to create, edit, and sort multiple notes

Enable custom polls/voting to facilitate decision-making or increase engagement

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan availability and assign specific time slots for tasks and resources

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Allow users to access multiple services after entering their login credentials once

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Gauge satisfaction and receive information for improvement and success

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Store, modify, and track user accounts and access in a centralized directory

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track revisions and updates made to files and navigate between different versions

Connect with meeting participants remotely over video

Create, design and manage workflows for repetitive tasks

Features

4.2 (126)

4.2

Based on 126 reviews

## Pricing

Value for money

4.2 (117)

### Starting price

Free trial  
not available

Value for money

4.2 (117)

4.2

Based on 117 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.org Nonprofit Cloud](https://www.capterra.com/p/265078/Salesforceorg-Nonprofit-Cloud/)

## Support, customer service and training options

Customer Service

4.4 (118)

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 (118)

4.4

Based on 118 reviews

## User reviews

Overall rating

4.4

Based on 127 reviews

Filter by rating

5(68)

4(47)

3(5)

2(4)

1(3)

Mentioned topic

Sorted by most recent

BW

Beth W.

Executive Director

Hospital & Health Care

### "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

0/10

March 3, 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

Switched from

[BoardPaq](https://www.capterra.com/p/151905/BoardPaq/)

Board effect acquired boardpaq. Cxxxxxxxx

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 17, 2026

Hi Beth, Thank you for sharing your feedback. We’re sorry to hear that your experience transitioning from BoardPaq to BoardEffect has fallen short of expectations. We understand how critical usability and efficient search are for effective board operations, and we regret the frustration these challenges have caused you and your board. Your comments on search functionality, ease of use, adoption hurdles, and support are invaluable. You deserve a responsive and we apologize that this has not been your experience. Please know we’re actively investing in platform improvements, including better navigation, a more intuitive interface, and features designed to reduce errors —many directly informed by feedback like yours. If you’re open to it, we’d welcome the chance to connect and better understand your needs. You can reach us at valvarez@diligent.com, and we’ll ensure your concerns are shared with the appropriate team. Thank you again for your candid feedback. —The BoardEffect Team

HC

Hannah C.

Board Member

Non-Profit Organization Management

### "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 24, 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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 17, 2026

Hi Hannah, Thank you so much for sharing your experience with BoardEffect. We’re really glad to hear that the platform’s clarity, structure, and meeting documentation help you stay organized and make your meetings more productive. It’s wonderful to know that the simplicity and layout support your workflow. We also appreciate your feedback about the login process feeling disconnected. A seamless experience from signing in to engaging with meeting materials is important, and we understand how a more integrated approach would enhance your overall use of the platform. The good news is that we’re actively working on updates to create a more unified, streamlined workflow across the platform. Your feedback is incredibly valuable as we continue to enhance BoardEffect, and we’re grateful you took the time to share it. —The BoardEffect Team

IL

Ilona L.

GC and Corporate Secreatry

Non-Profit Organization Management

### "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 24, 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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 17, 2026

Hi Ilona, Thank you for sharing your feedback. We’re glad to hear that agenda management and having a central location for board materials have been helpful for your team. At the same time, we’re sorry that navigation, folder structure, and collaboration capabilities haven’t met your expectations. We understand how important it is for board members to be able to move through the platform intuitively, without confusion around folder organization or links. Your comments about ease of use, navigation, and the desire for more complete board‑management workflows are incredibly valuable to us. We’re actively investing in updates that directly address many of these areas. This includes a more intuitive user interface, improved navigation, and enhancements that support clearer organization and more collaborative board work. Thank you again for your thoughtful feedback and please feel free to contact us at valvarez@diligent.com for additional feedback. —The BoardEffect Team

JO

John O.

CEO

Banking

### "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 24, 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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 17, 2026

Hi John, Thank you for sharing this feedback with us. We’re truly sorry to hear that the transition to the new version has had its challenges. Ensuring a smooth and intuitive experience for board members is incredibly important, and we understand how disruptive this has been. Your input is timely and valuable. We’re actively rolling out a series of updates, including an improved user interface and enhanced navigation to make the platform more intuitive, more accessible, and better aligned with how board members work. These changes are designed specifically to address many of the pain points that customers like you have raised since the transition. We welcome the opportunity to connect with you directly so we can better understand your specific challenges and help ensure the upcoming improvements meet your needs. Please feel free to reach out to us at valvarez@diligent.com, and we’ll make sure your feedback is shared with the right teams. Thank you again. —The BoardEffect Team

KP

Kim P.

Executive Admin

Non-Profit Organization Management

### "Would not recommend this platform"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

February 24, 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.

Switched from

[Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)

We moved from BoardMax because it was being phased out.

Alternatives considered

[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)

[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reasons for choosing BoardEffect

Mostly due to cost and the timeframe of the old product being phased out, we did not have a lot of runway.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 17, 2026

Hi Kim, Thank you for taking the time to share feedback. We’re truly sorry to hear that your experience with BoardEffect has not met expectations both in terms of product functionality and the level of support you’ve received. This is far from the experience we strive to deliver, and we understand how frustrating it must be for you and your board members. We appreciate you highlighting the concerns around usability, support accessibility, and the rollout of new features. Your feedback is incredibly important, and we will be sharing this with our Product team. If you’re open to it, we would appreciate the opportunity to speak with you directly so we can better understand your challenges and take the necessary steps to support you. Please reach out to us at valvarez@diligent.com, and we will ensure your concerns are escalated and addressed promptly. Thank you again for your candid feedback. —The BoardEffect Team

BM

Bonnie M.

HR

Banking

### "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 20, 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.

Response from Vendor

March 17, 2026

Hi Bonnie, Thank you for taking the time to share this detailed feedback. We’re truly sorry to hear about the challenges you’ve experienced since the transition and the impact it has had on your workflow. This is not the level of service or support we aim to provide, and we understand how frustrating it must be especially when timely access and communication are critical for your board processes. The issue you described regarding contributor upload links should not be causing such disruption, and the extended resolution time you’ve encountered is unacceptable. We would value the opportunity to resolve this for you as quickly as possible and restore your trust in the platform. If you’re open to it, please reach out to us at valvarez@diligent.com, and we will ensure your case is escalated to the appropriate team for immediate attention. Thank you again for your candid feedback and for the time you’ve spent with BoardEffect. —The BoardEffect Team

AU

Anonymous User

board member

Entertainment

### "Stay away. "

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

August 19, 2025

Pros

Seems powerful in theory... Unlocking that power in practice seems quite out of reach. Clunky UX that requires 4 specific steps to do anything. Non-Intuitive

Cons

Really? I cant view a 9 slide power point because the in-browser file viewer continuously crashes? Lucky for me its so laggy it gives me enough time to write this review.

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.

SG

Sheila G.

Administrative Coordinator

Higher Education

### "Cornell University"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

August 4, 2025

Overall I'm pleased with it however I wish we had a bit more flexibility with running reports. I'm still learning how to navigate reports but feel I keep hitting roadblocks as it doesn't quite let me do what I need it to.

Pros

It is, for the most part, an all-encompassing platform to hold a lot of different information. It seems that our constituents find it someone easy to navigate once they get the hang on it.

Cons

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 most inopportune times, without notification that it's down so we can be better prepared to answer questions when we receive inquiries from our constituents as to why they are not able to log in to BE.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SL

Sue L.

Executive Assistant and Commercial Services

Real Estate

### "Great Work!"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

July 22, 2025

The customer support was excellent! (Thank you, \[sensitive content hidden\].) It was great to be able to reach out to the group and have them attend one of our BOD meetings virtually, to give an update. It is great having everything organized in the Workrooms for each of our committees.

Pros

Great customer support, fairly user friendly, agenda management was very helpful, project and task management work well.

Cons

It was a bit confusing when we first started, but it got easier once I played with it. Overall, it is good.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LS

Leah S.

Chief Financial Officer

Non-Profit Organization Management

### "Great product"

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

July 16, 2025

Excellent. Very glad we installed this product! This product has created many efficiencies in the process of providing materials for our board and committee members and makes referencing materials easier for users.

Pros

One central location for all board and committee meeting materials as well as other resource materials.

Cons

It would be great if it were easier to link items within an email sent to a committee. There are a few workarounds which make things work, but this process could be a bit more seamless.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

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