---
title: "Aprio Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Aprio the right Portal solution for you? Explore 56 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/172971/Aprio/reviews/"
page_type: "reviews"
language: "en"
publication_date: "2026-09-30"
---

Aprio

4.7 (56)

[View alternatives](https://www.capterra.com/p/172971/Aprio/alternatives/)

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

* * *

Last updated September 30th, 2026

# Reviews of Aprio

Ease of use

4.5

Customer Service

4.9

## Pros and Cons in Reviews

TM

Tanya M

Executive AssistantUtilities, 201 - 500 employeesUsed the software for: 1-2 years.

“The platform simplifies agenda preparation, board package distribution, document management, and collaboration, helping improve efficiency and reduce manual work.“

May 26, 2026

EG

Eileen G

Executive AssistantFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years.

“I think the thing I like the least is that I haven't found a way to easily copy a meeting that's been booked and rebook a similar meeting.“

May 5, 2025

TM

Tanya M

Executive AssistantUtilities, 201 - 500 employeesUsed the software for: 1-2 years.

“Overall, Aprio has been a reliable and effective governance platform that has enhanced board administration, improved meeting workflows, and supported stronger collaboration and document management across our organization.“

May 26, 2026

NZ

Nichole Z

Executive AssistantBanking, 201 - 500 employeesUsed the software for: 1-2 years.

“Login issues, syncing issues, annotations/surveys showing for some but not all, documents error loading, file error loading, app would close off for no reason, etc.“

March 30, 2021

TM

Tanya M

Executive AssistantUtilities, 201 - 500 employeesUsed the software for: 1-2 years.

“Aprio’s customization options and templates also provide flexibility while helping maintain consistency in meeting materials and governance processes.“

May 26, 2026

RG

Rose G

Executive Assistant to the Board of DirectorsFinancial Services, 201 - 500 employeesUsed the software for: More than 2 years.

“The folder structure and the ability to move items into a folder later is difficult without going in and moving each item separately.“

March 8, 2021

PK

Patricia K

ConsultantFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years.

“It streamlines meeting preparation, centralizes documents seamlessly, and makes collaboration effortless for directors/trustees' comfort levels.“

November 26, 2025

## Showing most helpful reviews

Showing 1-25 of 56 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Mel I.  
CEO, Project Manager, Governance Lead  
Management Consulting  
Used the software for: 2+ years

### "Aprio: Best In Class"

August 24, 2026

5.0

Customer service and responsiveness is unmatched. Ongoing enhancements show the investment Aprio is making to continued growth. Aprio is always open to new ideas and functionality requests and we can see that these are actively worked on as improvements are rolled out.

Pros

After completing a platform research project (features, pricing, storage, accessibility, etc) we landed on Aprio. As a Canadian platform, the pricing was very competitive and features comparable across other options. The platform is user friendly and logical. Administration of users, meetings, and the additional modules is very easy. Since onboarding to Aprio 3 years ago, we have found the ongoing enhancements have been great. The availability and responsiveness of support and training has been a huge win for our team. I have recommended it to several other board support clients since.

Cons

As with every group, there is always some level of resistance to adopt a new system. This not a reflection of Aprio, just a challenge we have experienced.

Alternatives considered

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)

Reason for choosing Aprio

Based in Canada, pricing, equivalent features to others, security features

Review Source

TM

Tanya M.  
Executive Assistant  
Utilities  
Used the software for: 1-2 years

### "Aprio Board Governance Portal Review"

May 26, 2026

5.0

Using Aprio as our board portal has significantly improved the efficiency and organization of our board and committee processes. The platform provides a centralized, secure environment for managing meeting materials, collaboration, and governance documentation, which has streamlined preparation and communication for both administrators and board members. Overall, Aprio has been a reliable and effective governance platform that has enhanced board administration, improved meeting workflows, and supported stronger collaboration and document management across our organization.

Pros

Aprio has been a valuable and user-friendly board portal that has streamlined our governance and meeting management processes. The platform simplifies agenda preparation, board package distribution, document management, and collaboration, helping improve efficiency and reduce manual work. The system is intuitive for both administrators and board members, even for users with varying levels of technical experience. Customer and client support have been consistently responsive, knowledgeable, and collaborative throughout implementation and ongoing use. Aprio’s customization options and templates also provide flexibility while helping maintain consistency in meeting materials and governance processes. Overall, the platform has enhanced organization, collaboration, and productivity across our board operations.

Cons

I do not have any significant cons to note, as the organization is very receptive to client feedback and continuously works to improve the platform. Suggestions and enhancement requests are openly welcomed and often considered for future implementation.

Alternatives considered

[eScribe](https://www.capterra.com/p/140216/eSCRIBE/)[Govenda](https://www.capterra.com/p/155329/BoardBookit/)[OnBoard Board Management Software](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)

Reason for choosing Aprio

Aprio hit all the goals we required for a new Board governance portal.

Review Source

NZ

Nichole Z.  
Executive Assistant  
Banking  
Used the software for: 1-2 years

### "Aprio Review"

March 30, 2021

2.0

There customer service was very quick to respond and very friendly; however, the technology did not keep service wise.

Pros

This was the first online board platform we used for our organization; however, it did not meet our expectations. The only feature that appeared to work correctly and we used regularly was the expense management functionality.

Cons

Unfortunately, there are many. Login issues, syncing issues, annotations/surveys showing for some but not all, documents error loading, file error loading, app would close off for no reason, etc.

Reason for choosing Aprio

Our previous \[SENSITIVE CONTENT HIDDEN\] at the time moved forward with this product and I took over as an administrator. We used the service for about one year and that is when I started to look at other providers.

Review Source

DL

Deborah L.  
Sr. Lead, Board Governance and External Relations, Office of the CEO  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Aprio is the made-in-Canada Bord Portal"

August 25, 2026

5.0

From our introductory call with Aprio when we were researching Board portals, we were impressed. Staff from the very top down are proactive, helpful and highly responsive. Three years later, this is still the case.

Pros

So many features to love: - overall ease of use - so flexible in posting and amending agenda materials - the access to Aprio across platforms is tremendously helpful for directors who travel frequently - the genuine care and nurturing Aprio management and staff demonstrate to Aprio users - Aprio's willingness to consider user's suggestions for improvements and ad-ons to the platform - Aprio's flexibility in on-boarding new directors; accommodating their schedules - Aprio is proudly Canadian - what more do I need to say - the platform is secure and it's data centres are in Canada exclusively - Aprio staff understand my needs as an administrator since they are from the very same governance background.

Cons

There are absolutely none. Aprio is simple to use and very intuitive. Unlike the larger brand portals it may seem simplistic initially but that is an illusion. It is the trusted portal for regulatory bodies such as banks, but equally trusted by smaller non-for-profits.

Alternatives considered

[OnBoard Board Management Software](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing Aprio

\- Canadian product - strong security features - proactive and skilled staff - easy to use - favoured by regulatory bodies

Review Source

RS

Randi S.  
Chief of Staff  
Banking  
Used the software for: Less than 6 months

### "Extremely Happy with Aprio "

August 25, 2026

5.0

Overall, our experience with Aprio has been very positive and we are extremely happy. It has helped streamline our board meeting process, reduce the need for paper materials, and keep everything organized in one secure location. It is a reliable tool that makes managing board meetings and sharing information with board members much easier.

Pros

Aprio is easy to use and provides a convenient way to keep board materials organized and accessible in one place. The platform makes it simple to distribute meeting materials, communicate with board members, and ensure everyone has access to the most current information. We also appreciate the clean interface and the ability to access materials from different devices. Overall, we are very happy with our decision to go with Aprio.

Cons

I wish more of the folder titles were visible in the drop-down menus when labeling or organizing documents. Sometimes the titles are cut off, making it harder to quickly identify and select the correct folder.

Alternatives considered

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

Reason for choosing Aprio

I felt that Aprio was very easy to navigate and made uploading documents simple. We have an older Board, so it was important for us to choose a software program that was easy to understand and user-friendly. Aprio made sense from the beginning, and the layout and functionality were straightforward. Overall, it has been a great fit for our Board because it is simple, intuitive, and easy to use.

Review Source

CB

Christina B.  
Chief Executive Officer  
Real Estate  
Used the software for: 2+ years

### "Efficient, accurate, and secure - plus A+ customer service!"

August 26, 2026

5.0

It is great to use a product that has been developed by those who have experience with how Boards operate. Aprio has been designed with users in mind, and their support team is unbeatable!

Pros

Aprio is user-friendly and has made our Board meetings, as well as administration, more efficient. The best part is the support we receive; there is true value in the customer service but also the appreciation that Aprio has for its customers.

Cons

Some technical glitches but they have been remedied. It would be great if administrators didn't need a license to keep costs down.

Alternatives considered

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

Reason for choosing Aprio

Canadian-based, local customer service. Aprio was more responsive as a smaller company compared with the alternative.

Review Source

BK

Barbara K.  
Board Secretary  
Education Management  
Used the software for: 2+ years

### "Aprio Delivers Responsive Support and Ease of Use"

September 1, 2026

5.0

My experience with Aprio has been excellent, supported by responsive customer service, fair pricing, reliable support, and easy-to-use technology.

Pros

I appreciate Aprio’s prompt customer service, which addressed my questions immediately, as well as the platform’s user-friendly design, particularly for board members who are less comfortable with technology.

Cons

I do not have any concerns about Aprio. Any issues I experienced in the past were resolved quickly and did not recur.

Alternatives considered

[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)

Reason for choosing Aprio

Pricing was better, and services and product are local.

Review Source

SM

Sarah M.  
Risk and Insurance Coordinator  
Utilities  
Used the software for: 1-2 years

### "Aprio is a user-friendly platform "

October 7, 2026

5.0

Pros

Very user friendly and the support group and account manager are excellent! The Board members, staff and administrators are all quite impressed with this product and it's ease of use.

Cons

Really can't think of much to add here - the Aprio platform keeps evolving to be better and better!

Alternatives considered

[iAnnotate](https://www.capterra.com/p/210742/iAnnotate/)[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)

Reason for choosing Aprio

Ease of use and affordability were key for our teams.

Switched from

[iAnnotate](https://www.capterra.com/p/210742/iAnnotate/)

iAnnotate was affordable but not as extensive in its capabilities

Review Source

AT

Abigail T.  
Governance and Organizational Efficiency Leader  
Financial Services  
Used the software for: 1-2 years

### "Exceptional Governance Platform Backed by Outstanding Service"

September 14, 2026

5.0

My overall experience with Aprio has been excellent. The platform is reliable, well organized, and makes it easy to manage governance processes efficiently. Whether preparing meeting materials, distributing Board packages, tracking approvals, or maintaining governance records, the system supports these activities in a straightforward and effective manner. The implementation process and ongoing use of the platform have been smooth, and new features continue to be introduced in a way that enhances the user experience. Aprio has become an important tool in supporting effective governance, improving accessibility to information, and creating a more seamless experience for Directors and administrators alike.

Pros

What I appreciate most about Aprio is the exceptional customer service and the genuinely personal approach they take with their clients. At times, it almost seems unbelievable. In my role, having the opportunity to meet directly with senior leaders, including \[sensitive content hidden\] as well as dedicated team members such as \[sensitive content hidden\] demonstrates just how invested Aprio is in the success of its members. Their accessibility, responsiveness, and willingness to listen to feedback make you feel like a valued partner rather than simply a customer. The platform itself is highly intuitive and user-friendly, making it easy for Directors, executives, and administrators to navigate and utilize effectively. In addition to the technology, Aprio consistently offers training opportunities, personalized support, and guidance tailored to the unique needs of each organization. What truly sets Aprio apart is its commitment to continuous improvement. The team is constantly enhancing the platform and introducing new governance-focused tools and capabilities that help Boards and governance professionals operate more effectively. Their dedication to innovation, combined with their exceptional customer care, makes Aprio a trusted and valued governance partner.

Cons

At this time, I do not have any significant concerns or areas of dissatisfaction to note. My experience with Aprio has been overwhelmingly positive, particularly with respect to the platform's ease of use, ongoing innovation, and the level of customer support provided. The organization consistently demonstrates a strong commitment to its clients and continues to enhance the platform to better support Boards, Directors, and governance professionals.

Review Source

KL

Kimberlee L.  
Executive Assistant to the CEO  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Excellent Board Management Tool!"

August 31, 2026

5.0

Aprio is amazing! We use it for board meeting and resource management. I appreciate how secure the platform is - from the user login to the ability to add restrictions on folders, documents and surveys as needed. It is an asset to our Board.

Pros

Aprio is user-friendly. They offer great support and follow-up. I appreciate how they touch base on user experience.

Cons

Wish we could tailor it more to our specific team needs. Some areas appear to be cumbersome, with needing to sign in to verify who you are - but I understand the need for security purposes.

Review Source

SD

Susie D.  
Administrative Coordinator  
Oil & Energy  
Used the software for: 2+ years

### "Great Service"

January 16, 2025

5.0

Pros

Pretty easy to maneuver around the platform. The support team is super pleasant and quick to respond to any questions I may have. Continually making updates to satisfy their clients and the sessions they host are super helpful.

Cons

Not much to complain about for what we use it for. One of our directors uses his laptop and the app versus going to the actual Aprio site and he finds it difficult to navigate and download the package.

Review Source

MV

Michelle V.  
Executive and Board Business Partner  
Executive Office  
Used the software for: 2+ years

### "Aprio - A Must Have"

October 22, 2024

5.0

I have been using Aprio for many years, and the time saved assembling binders (it sounds so archaic now) is immeasurable. As a governance professional, the reports, agenda builder, survey options, voting, etc., this platform has allowed me to focus my time on the content of the briefing material vs. the assembly and distribution. I also have to mention again the supportive staff, kudos and thank you!

Pros

Board packages are a snap—no more binders! Any updates can be shared in real-time. The support staff is amazingly quick to respond to any inquiry, even outside regular business hours.

Cons

I don't dislike anything other than the fact that I haven't used all of the features available, but I'm working on it.

Review Source

ML

Mary L.  
Corporate Secretary  
Banking  
Used the software for: 1-2 years

### "Aprio Review"

March 12, 2021

5.0

I would say the biggest benefit is the elimination of photo copying Board packages and mailing them to Directors in preparation of meetings. Using the Board portal has saved a tremendous amount of time that I can use to organize and complete other tasks. No more staying late into the night to copy and collate packages.

Pros

So Easy to Use - Seamless roll out to Board of Directors. The addition of the Aprio Board portal has been integral in bringing our Directors into the technology age. Information is passed from office and Senior Management to Board quickly and effortlessly giving the ability to make decisions and approvals faster and efficiently. Record keeping is a breeze - eliminating mountains of paper and filing.

Cons

We have been using the Polls/Surveys function quite a bit, especially during the pandemic when in-person meetings have not been allowed. The Poll/Surveys work very well and I really like the feature. Now that we have completed so many, and will likely continue using this function, it would be very helpful to have the ability to file or archive them as a file system for the results and to copy them when needed again.

Reason for choosing Aprio

I was not a part of the process so I cannot comment.

Review Source

TM

Teresa M.  
Admin Assistant  
  
Used the software for: 1-2 years

### "easy to use, still trying to get our board use to the new program"

March 15, 2018

4.0

Pros

Having a secure place to sensitive documents that we need to have our board see. I think they just need more training.

Cons

My board would like to use the discussion portion but is not feeling secure of others see the conversations . They don't want the admin to see it either. I have tried it out for them and I don't see that is something I would trust either.

Review Source

Response from Aprio

March 19, 2018

Thank you so much Teresa for your review - we appreciate your support. We can definitely provide more training for the Kitsap Credit Union board, at your convenience and at no extra charge. Just give us a call at 1-855-55-APRIO (1-855-552-7746) to set something up. For discussions (and many other features in Aprio): access can be restricted by "group." When you set up a group and give the group access to discussions, only the members of that group + full admins can see those discussions. To make group discussions fully private adn remove an admin role, you need to assign a "sub-admin" status to an existing group member (eg another board member) and mark the discussions private. This will lock out full admins from accessing discussions. We would be pleased to walk you through this step-by-step. Just give us a call!

DC

Dileep C.  
Mentor  
Financial Services  
Used the software for: 1-2 years

### "Confidential"

November 22, 2019

5.0

For a variety of reasons well beyond my control the potential of the software was not exploited.

Pros

Confidentiality and referencing. The use of the software was in my capacity as director. The use was periodical and specific to meetings. The proceedings are closed door being a listed company.

Cons

Difficult to open. As my referencing was spasmodic confined to four times a year back referencing was necessary not only with reference to data fed on Aprio but other emails. I found it difficult to link both.

Review Source

Response from Aprio

November 25, 2019

Thank you very much for the positive review! Please note that Aprio Support is available 24/7 to assist you if you have questions regarding referencing the material for your organization.

KS

Ken S.  
Executive Assistant  
Government Administration  
Used the software for: 2+ years

### "Distribution and sharing of meeting material and resources couldn't be much easier."

March 12, 2018

5.0

More efficient distribution of meeting material and the sharing of resources with Board members.

Pros

Easy to learn for all (administrators and especially non-tech users)! Our entire board is accessing through the ios app.

Cons

Using the app, users have not been able to view the meeting they are to attend. They need to go into settings and re-sync to view upcoming meetings.

Review Source

Response from Aprio

March 13, 2018

Thanks Ken for the review - we really appreciate your support. Understand the frustration on syncing to see all future meetings. To see all your meetings, please set your timeline to extend past your last board meeting. E.g. if the timeline is set to Feb 2017-Feb 2018 the app will only sync info up to Feb 2018. Feel free to contact our Support team at 1-855-55-APRIO (1-855-552-7746) for a quick tutorial if needed.

SB

Suzanne B.  
Chief Operations Officer  
Financial Services  
Used the software for: 2+ years

### "Aprio Review"

December 12, 2019

4.0

Pros

Program is secure. Layout is user friendly.

Cons

Sometimes the program is slow. It is difficult to go from one section to another without having to return to the dashboard each time. This may very well be a training issue for myself.

Review Source

Response from Aprio

December 13, 2019

Thank you for your review Suzanne! Please contact Aprio support and we would be happy to set up a quick training session with you!

CD

Connie D.  
Executive Assistant  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Working with Aprio"

September 19, 2018

4.0

We finally have everyone reading the latest version of documents and information. No more printing huge paper packages and documents.

Pros

\- great support when learning the software both for the administrators and members using the program

Cons

\- linking documents from library and surveys

Review Source

KR

Kate R.  
Executive Assistant  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Aprio Review"

September 19, 2018

5.0

Pros

It is very user & administrator friendly. One stop shop.

Cons

Having to navigate back and forth seemed redundant.

Review Source

PP

Pam P.  
Corporate Secretary  
Financial Services  
Used the software for: 2+ years

### "Aprio - They really listen to you!"

May 25, 2026

5.0

I have had an excellent relationship with those at Aprio from the very beginning. They are very attentive to client's needs as an ever evolving industry.

Pros

The best thing about Aprio and the company is their Client Support. It is hands down the best in the business. I personally find it very easy to use as do my directors. Their dedication to continuous improvement makes it easier to do my work. The recent addition of the AI tool is a valued improvement.

Cons

Currently there are only 1-2 very small updates that might be able to simplify entering future meetings into the Dashboard that could be implemented.

Review Source

MC

Malissa C.  
Executive Administrator  
Financial Services  
Used the software for: 1-2 years

### "24/7 Support and Simplicity Set Aprio Apart"

July 29, 2025

5.0

We’ve been using Aprio for our board portal needs and have been really pleased with the experience. The platform is intuitive and user-friendly our board and leadership team have found it easy to navigate, even for those who aren’t especially tech-savvy. One of the biggest advantages for us has been Aprio’s 24/7 support. Knowing we can get help anytime, especially around board meetings or last-minute updates, gives us a lot of confidence and peace of mind. The support team is knowledgeable, responsive, and consistently helpful. Overall, Aprio delivers a great combination of simplicity, security, and service exactly what’s needed for a board portal.

Pros

What we appreciate most about Aprio is how user-friendly and intuitive the platform is, it’s easy for both board members and administrators to navigate. The 24/7 customer support has been incredibly valuable, offering peace of mind when questions or issues arise. We also rely on the platform’s secure document management and centralized access, which ensures that all board materials are organized and accessible in one place. The ability to access the portal seamlessly across devices, along with helpful meeting reminders, makes staying on top of board responsibilities effortless and efficient.

Cons

Not much that we don't like, if I had to pick something I would say cost. Pricing may be a barrier for very small organizations or nonprofits with tight budgets.

Alternatives considered

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

Reason for choosing Aprio

the 24/7 forever and ongoing support for onboarding and training was a high priority for us

Switched from

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

We decided to move on from our previous provider due to ongoing issues with platform reliability and a lack of timely resolution. When problems did arise, they often didn’t seem to be treated as a priority, and we rarely received follow-up or confirmation when issues were resolved. This made it difficult to trust the platform during critical times and ultimately led us to look for a more responsive and dependable solution.

Review Source

CC

Cathie C.  
Executive Assistant to the President and CEO and Secretary to the Board of Governors  
Entertainment  
Used the software for: 2+ years

### "Aprio Excels!"

July 17, 2025

5.0

Overall, my experience with Aprio has been excellent. At at time when I was tasked with using Aprio's features to the fullest, the team helped me identify the features that I could adopt and that process was very informative and useful.

Pros

Aprio excels at customer and client support, as Kirstin and her team have helped me promptly when I've needed assistance urgently. Also, since we started using Aprio, I no longer need to print multiple copies of the meeting materials since our Board members use Aprio to access the materials.

Cons

It would be helpful if Aprio offered a template or two for Board surveys. Our board chair likes to circulate surveys to find out how the members feel about the leadership, how meetings are run, etc.

Alternatives considered

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[DiliTrust](https://www.capterra.com/p/205615/DiliTrust-Governance/)

Reason for choosing Aprio

At the time, pricing and the features that Aprio offered were much for attractive to us.

Review Source

PK

Patricia K.  
Consultant  
Financial Services  
Used the software for: 2+ years

### "Excellent Board portal"

November 26, 2025

5.0

Aprio is an outstanding board portal—secure, intuitive, and exceptionally well designed. It streamlines meeting preparation, centralizes documents seamlessly, and makes collaboration effortless for directors/trustees' comfort levels. Security is top-tier, and Aprio’s support team is one of the most responsive and knowledgeable in the industry. Simply put, Aprio elevates governance. It’s reliable, user-friendly, and a tremendous asset to any board.

Pros

Aprio is a great board portal that is easy to use - for both administrators and directors/trustees. Aprio offers great service with an exceptional team who provides great training programs and sessions

Cons

The ability to make more of the items such as the agenda, etc. more tailored to what the Board or client's needs.

Switched from

[eScribe](https://www.capterra.com/p/140216/eSCRIBE/)

Ability to do more with Board portal, easy to use

Review Source

HH

Heidi H.  
Governance Officer  
Financial Services  
Used the software for: 1-2 years

### "Glad to be with Aprio!"

August 27, 2025

4.0

Customer support is well done by Aprio! Questions are answered in a very timely manner, and the information/instructions provided are easy to follow. Cost is comparable to other portals. We find that with other credit union's also using Aprio we do share tips and tricks between each other.

Pros

Aprio provides a great platform for Directors (and Management) to access confidential materials to fulfil the responsibilities of the Board. Ease of access and ability to find documents is a must and Aprio provides this. Going paperless is important for Northern Savings - we are yet to mobilize all the features of Aprio which will in the future enhance our director experience. Adding material is easy - appreciate the updates recently done to the platform.

Cons

On our side we are still working on learning to use all the features of the system. To date we do not have any issues with the program and are not yet able to provide any suggestions.

Review Source

CM

Christy M.  
Chief Executive Administrator  
Financial Services  
Used the software for: 2+ years

### "Credit Union \[sensitive content hidden\] Use of Aprio"

January 6, 2026

5.0

Wonderful experience and user friendly. Very few difficulties with directors navigating meeting materials.

Pros

Very easy to navigate and excellent customer support. No matter the problem, I get prompt assistance.

Cons

I would say the ability to survey the board would be nice. Some login difficulties for directors on occassion.

Review Source

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