--- title: "OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is OnBoard the right Board Management solution for you? Explore 1069 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/" page_type: "reviews" language: "en" --- OnBoard 4.7 (1069) 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 17th, 2026 # Reviews of OnBoard Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews TK Tatsiana K ManagerComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “The section that allows you to simply drag documents into a binder and create something within seconds is alright.“ May 12, 2026 BK Blerta K Language InstructorEducation Management, 2 - 10 employeesUsed the software for: More than 2 years. “Technical support is set to respond within 2-3 days, however this is to be frustrating in making urgent presentations to the Board.“ May 30, 2026 AP ANIENTO P Executive OperationsManagement Consulting, 51 - 200 employeesUsed the software for: 1-2 years. “The auto-import of files in the OnBoard agenda builder made work with materials an easy task, and everything remained in reach of my team at live sessions, saving me the trouble of trying to obtain attachments to them or revised versions.“ June 16, 2025 HC Hadi C Senior AssociatesFinancial Services, 51 - 200 employeesUsed the software for: 1-2 years. “The system froze when I was uploading a complex file and I lost some annotations. And it was time-consuming to set up detailed permissions by committee.“ June 16, 2025 ML Maddie L Executive AssistantLegal Services, 51 - 200 employeesUsed the software for: Less than 6 months. “It’s streamlined our processes, improved access to important documents, and helped our Board members stay connected and engaged—whether they’re in the office or joining remotely. But what really made the transition seamless was the incredible support we received from \[sensitive content hidden\].“ March 19, 2025 VT Vani T PresidentStaffing and Recruiting, 201 - 500 employeesUsed the software for: More than 2 years. “We were previously using only spreadsheets and it was a total disaster.“ June 3, 2026 ML Maddie L Executive AssistantLegal Services, 51 - 200 employeesUsed the software for: Less than 6 months. “The platform has made it so much easier for us to manage Board meetings, materials, and communication in one centralized, user-friendly space.“ March 19, 2025 YZ Youssef Z Head of DepartmentHigher Education, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “I did not like that some external calendars weren’t perfectly integrated so I had to do manual data crosses.“ May 26, 2025 ## Showing most helpful reviews Showing 1-25 of 1069 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Angela R. Executive Assistant to the CEO Non-Profit Organization Management Used the software for: 6-12 months ### "Efficient, Intuitive, and Reliable" September 2, 2026 5.0 Pros OnBoard has made managing board processes significantly easier for our team. The platform is intuitive and user-friendly, which helped us achieve fast onboarding and strong adoption across members. We especially appreciate the helpful AI tools and how much prep time is saved before meetings. The system improves engagement, reduces email clutter, and keeps everything organized with audit-ready records. Customer support has also been responsive and reliable whenever we’ve needed assistance. Cons We love how they are integrating new AI features into OnBoard, but some new features are only available with higher membership tiers. Review Source AW Athena W. Office Coordinator Higher Education Used the software for: 2+ years ### "centralized board management in one place " September 2, 2026 4.0 my overall experience with onboard has been positive. the platform makes it easy to organize board materials, access important documents, and manage meetings in one centralized location. while there is a slight learning curve with some features, overall it has been a useful and efficient tool for supporting board communication and organization. i think once you get the hang of it, its pretty easy. people who has never used onboard might get confused to be honest because there is a certain way to navigate stuff. Pros what i liked most about onboard was how easy it made it to organize board materials, manage meetings, and keep everything in one centralized location. the platform is user-friendly, efficient, and makes communication and collaboration with board members much easier. Cons what i liked least about onboard was that some features could be a little difficult to navigate at first, and certain processes took more steps than expected. there was also a slight learning curve when getting familiar with all of the platform’s features and settings. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) they switched but i never got to see how that product played out Review Source SS Sara S. Manager, Board Affairs Non-Profit Organization Management Used the software for: I used a free trial ### "OnBoard vs. Diligent Boards" April 14, 2025 3.0 Pros That is a good program to be a repository for information. Cons I did not enjoy the layout and was not worth moving to this program from our current. Review Source Response from OnBoard April 16, 2025 Hi Sara, Thanks for your review! We're glad you found OnBoard useful for storing and organizing information. However, I'm sorry to hear the layout didn’t work well for you. We’re always looking to improve, so your feedback is really helpful. If you’d be open to sharing more, we’d love to learn what could make your experience better. Please reach out to us at obpros@onboardmeetings.com. BH Belinda H. Director, Contract Operations Executive Affairs Non-Profit Organization Management Used the software for: 2+ years ### "AGCS Review of OnBoard" September 3, 2026 4.0 Overall, my experience with OnBoard has been very positive. The platform is user-friendly, well-organized, and provides a convenient centralized location for board documents, meeting materials, and other important information. It has helped streamline our board administration by making materials easier to organize, access, and reference when needed. While pricing can be a challenge for a nonprofit organization operating within a limited budget, I believe OnBoard provides valuable functionality that supports efficient board management and good governance. Pros What I like most about OnBoard is the ability to keep all board-related documents and information organized in one centralized location. The platform makes it easy to access meeting materials, reference previous documents, and maintain an organized record of board activities. Its user-friendly design has made managing and retrieving board information much more efficient. Cons As a nonprofit organization, we must be intentional about how we allocate our financial resources and ensure that administrative expenses provide sufficient value to the organization. While OnBoard is an effective and valuable platform, the pricing can place additional pressure on a nonprofit’s operating budget. Higher technology and administrative costs can reduce the resources available to support programs, services, and other mission-focused priorities. More flexible nonprofit pricing, discounted rates, or scalable options would help organizations like ours continue to benefit from the platform while maintaining responsible stewardship of limited resources. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing OnBoard We considered BoardEffect as an alternative but ultimately chose OnBoard because we felt it offered a more user-friendly experience and better met our needs for organizing and managing board materials. OnBoard provides a centralized location where board members and staff can easily access meeting materials, governance documents, and other important information. The platform’s organization, accessibility, and ease of use were key factors in our decision. Review Source SS Suzanne S. Executive Assistant Hospitality Used the software for: 6-12 months ### "An Upgrade" April 11, 2025 5.0 It improves our user organization and accessibility. Pros OnBoard has streamlined meeting creation with tools such as duplicating meetings, drag-and-drop both PDF and Word files, agenda import, and user-friendly agenda customization. Cons It would be better if there was a streamlined way to add past meeting books to the resources section. That's where the meeting archive is collected after being downloaded and imported from the previous board software. As it is, meeting history is divided in two locations. There is also no ideal way to search through the content of past meetings. Alternatives considered [Ideals Board](https://www.capterra.com/p/198652/iDealsBoard/)[BoardPro](https://www.capterra.com/p/164493/boardPro/)[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard It offered and demonstrated the best quality for UX, cost, security, transition ease, and support. Switched from [BoardPaq](https://www.capterra.com/p/151905/BoardPaq/) We switched from BoardPaq, which was the prior version of BoardEffect. BoardPaq had an antiquated system. We compared their upcoming software BoardEffect with OnBoard and decided that since our users and admins would already be subject to transition, we wanted to choose the best transition and long-term upgrade available. Review Source KM Kate M. Executive Assistant Board Secretary Financial Services Used the software for: 2+ years ### "Executive Assistant and Board Secretary" April 7, 2025 4.0 Our experience has been really good. Members find it easy to use. Admins like the variety of tools. The Helpdesk is responsive. The product keeps evolving to meet our needs. Pros Ease of use for both the member and the Admin. Cons Some limitations. For example, we would love to be able to download from the Resource folder but still restrict the downloading of board packets. Alternatives considered [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Price, thoroughly vetted by security team, functionality, ease of use, Admin access. Review Source BL Ben L. CEO Health, Wellness and Fitness Used the software for: Less than 6 months ### "OnBoard first impressions" September 3, 2026 5.0 Very Positive and productive, easy to use and even the board with minimal training and exposure are enjoying the experience Pros I like the way the board have access to board papers in an orderly fashion, the board appreciate they do not have to go from document to document Cons I would like to be able to run the meeting with the agenda timeline but present as per the book as I find during the meeting jumping in and out of documents distracting Alternatives considered [BoardPro](https://www.capterra.com/p/164493/boardPro/) Reason for choosing OnBoard The ease of use and friendly team that were very helpful and features seemed to be what we wanted Review Source LH Lisa H. Executive Secretary Non-Profit Organization Management Used the software for: 6-12 months ### "OnBoard is a great tool" April 7, 2025 5.0 I really like the "Home" page and the flexibility I have to add or delete content for our Board, it's almost like our own website. The agendas are professional looking, the RSVP options is very helpful and easy and I like the messaging capabilities inside OnBoard. Pros What I love most about OnBoard is how user-friendly it is. Whenever I have a question, I can easily find the answer either through the help section or a quick internet search. This is especially helpful when I’m on a tight deadline and need to send out an agenda. The help section provides both video tutorials and written instructions, which makes it super convenient for me to find solutions quickly. Cons There have only been a few things I would like to change (not huge in any way). I like the fact that I can put in a request to the engineers with my suggestions. Reason for choosing OnBoard OnBoard had a lot of things the others didn't have such as skills tracking. I especially liked the sales team and everyone we spoke to. Switched from [BoardPaq](https://www.capterra.com/p/151905/BoardPaq/) It was bought out by another company and we didn't want to continue with them. Review Source Beverly S. Development Coordinator Higher Education Used the software for: Less than 6 months ### "Easy to Use" April 7, 2025 4.0 Our experience has been great. The implementation period and building out the site was fairly simple, the training was easy to follow, and OnBoard staff ensured we were on track before we actually went live with the product. It is user friendly and the board has had a positive experience with it so far. Pros It's both user and admin friendly. Our \[sensitive content hidden\] members found the interface to be easy to navigate, which is very important to us. The support team has been helpful and the training was self-paced and easy to follow. Cons The permissions settings are great, but as an admin you do have to be conscious that you basically have to set up permissions for everything you add to OnBoard. It takes time to get used to this. Alternatives considered [BoardDocs](https://www.capterra.com/p/224307/BoardDocs/)[Boardable](https://www.capterra.com/p/221109/Boardable/)[BoardSpot](https://www.capterra.com/p/180950/BoardSpot/) Reason for choosing OnBoard The features fit our needs and the price was within our budget. Review Source Bijan P. CEO Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Easy to use Board management " September 2, 2026 5.0 Pros OnBoard is easy to use. We can have all our board documents stored there for easy access and archiving. Cons What I really like about OnBoard is that it allows for storing all board documents online for easy access. Review Source BH Brent H. Vice President / Risk Officer Banking Used the software for: 2+ years ### "OnBoard is a must have for meetings in a digital age" February 10, 2022 5.0 Paper, ink, and printer fatigue are the first savings we've enjoyed. Changes to the agenda last minute have been easily to upload where everyone can see it minutes after uploading it. Lastly, the time savings (and paper cuts) staff and the admin have from not having to do paper copies anymore has been considerable and very worthwhile. Security of the app is also great. Pros The ability to meet and view agendas in the OnBoard app has been critical to the bank. In the past if staff or Directors were remote, hard copy items had to be mailed at great expense to them and if there were last minute changes, those people didn't have the right documents to review. Now everything is seamlessly in one spot, organized to perfection, easy to access, and easy for the admin to upload new and revised documents so everyone can view the current information. The time savings from having to print everything is enough to pay for the system and devices to access the meetings. Cons This has less to do with the software and more to do with some of the features in the app are not easily understood by some older members of the Board that are not used to the technology updates. There really isn't an issue I have that OnBoard hasn't thought of and implemented. Alternatives considered [BoardPAC](https://www.capterra.com/p/153900/BoardPAC/) Reason for choosing OnBoard Mainly because of the features and that it was backed by the ICBA. We've been using OnBoard for 6.5 years now and it just keeps getting better. Review Source AD Alexandra D. Executive Administrator and Board Liaison Non-Profit Organization Management Used the software for: 6-12 months ### "OnBoard Experience" April 7, 2025 5.0 The platform has been easy to learn, easy to explain and the customer service has been wonderful Pros It's user-friendly and easy to show board members how to use. I love the ability to share documents. Cons I wish there was a way to minimize the number of platforms we use as an association. For example, if OnBoard was a part of Aptify or Smartsheet, etc. Review Source TA Talha A. Associate Professor Higher Education Used the software for: 1-2 years ### "Improved how I manage recurring governance items" June 3, 2025 5.0 Pros OnBoard has helped bring more continuity to our board meetings. It provided me with clarity towards attendance, voting history and accountability tracking. Cons Recurring meetings sometimes did not get updated accurately after initial sync when changes are made. Review Source KH Kris H. Executive Director Education Management Used the software for: 1-2 years ### "Executive Director" April 7, 2025 5.0 Excellent experioence with OnBoard and the customer service. Pros It supports efficient communication with board members. Cons I find the board terms information difficult to navigate. Review Source LM Lucas M. Communications and Engagement Coordinator Performing Arts Used the software for: 6-12 months ### "Pretty good but could use improvement. " March 18, 2025 4.0 Pros I like the ease of use and the layout of information. It's fairly basic and straightforward. Cons I'm not a huge fan of the permission setting issues. Some things work fully but some only work in park (like some things you can duplicate if you have permission but others you can't). There are also some features that would be useful for example a messenger notification management or @ing feature. Review Source AO Abby O. Operations Specialist Non-Profit Organization Management Used the software for: 6-12 months ### "Great Tool" April 7, 2025 4.0 Overall it has been good especially with the trainings offered to help navigate the website and tools. Pros The ease of having board materials in one place. Cons The meeting page can be a bit confusing on the way dates are listed. Review Source BB Brandon B. Data Solutions Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Good tool with useful feature sets" March 19, 2025 4.0 Very useful tool, if not a little overpriced compared to our expectations. It has greatly reduced the admin workload and increased our organizationa nd efficiency in running the meetings. Pros Easy to organize meeting materials, schedule, track votes, and produce minutes. Cons The learning curve is a little steep, but it does start to get easier to navigate as you get used to it. Review Source JR Josh R. President and CEO Banking Used the software for: Less than 6 months ### "Highly Recommend OnBoard" April 7, 2025 5.0 Overall, the experience has been great. Implementation support was strong and we have not run into problems with the product. Pros OnBoard was easy to set up and implement and provides a safe and secure method for board management. Cons I would like to see more customization options for the meeting table of contents, which we use as a sort of agenda. Review Source SK Sandy K. Executive Administrator Financial Services Used the software for: 2+ years ### "OnBoard-Get On Board" September 18, 2023 5.0 I really love working with OnBoard. It is easy to use for the end-user and was an easy adoption for them. As an admin, I can set permissions to various employees, and they can upload documents without my intervention. I like that new features are always coming out to test/try. The company continues to grow, but I have not seen any negative effects of it. Pros The features which I love about OnBoard are the e-signature and approval options. I am able to create surveys and get results much quicker as users are already used to the OnBoard portal. e-signatures were critical during COVID as we couldn't meet in person, but I needed signatures for approval of documents. I also love the customer support of my relationship manager. They are always listening on how to improve the product. Innovative is necessary in an electronic world. Cons The minutes feature is a work in progress. I am sure it works fine for some organizations, just not me. I do not like the fact that the pre-form automatically creates links of documents in the meeting minutes. Starting from scratch is cumbersome as well. They have taken my comments into consideration. Perhaps there will be a third option someday. Reason for choosing OnBoard At the time, I think it was features and price. Honestly was so long ago I may have forgotten why we chose specifically. I haven't lost faith in what they can do or do for our future. I provide vendor management each year for OnBoard and really do not have a reason to look elsewhere. Review Source BC Barbara C. Sr Manager, Executive Administration Banking Used the software for: 2+ years ### "Passageways OnBoard for Credit Union Boards of Directors" June 22, 2021 5.0 We utilize OnBoard for Board, Committee and departmental (Leadership Team) meetings. Pros OnBoard is extremely easy for a Board Liaison to utilize to manage Board and Committee meetings. The ability to draft a template and then duplicate for future meetings saves so much time. The Resource area is a great repository of materials for easy and secure access by users. Cons The product is extremely easy to use, with the exception of the Minutes Builder, which I struggle with utilizing while I am projecting a meeting in live time. Reason for choosing OnBoard Ease of use and overall look of the product. Review Source MD Mike D. Director Investment Management Used the software for: 6-12 months ### "OnBoard. Worth the investment " September 21, 2021 5.0 Very very positive. It’s easy to pick up and run with. Extremely secure Pros It integrates a lot of features that effectively replaces a number of different systems being used into one. Cons Like the help to be on the same URL as the application so I have a seamless login experience. Reason for choosing OnBoard At the time the task list could only be seen and managed by 1 user without complex work arounds Review Source CL Connie L. Executive Coordinator Advancement Education Management Used the software for: 1-2 years ### "Great tool for your organization" January 12, 2022 5.0 Exceptional! It is easy to set up, maneuver and the customer support is supreme. Pros It is easy on the eyes, you can easily find what you are looking for. Cons I can't say that I dislike anything about this software. Reason for choosing OnBoard We evaluated several products before we choose OnBoard, it stood out above the other products. It was easy to use, and that was important to us. Review Source BN Barbara N. Executive Assistant to President/CEO Civic & Social Organization Used the software for: Less than 6 months ### "Assistant's Perspective" August 30, 2022 4.0 I am learning the ins-and-outs of OnBoard, including its limitations. I make suggestions regularly and point out problems when I find them. NB: \[SENSITIVE CONTENT\] in Customer Service is excellent at his job. I am pleased with the product and expect to continue to be pleased when useful updates are made. Pros I use this more than anyone at the agency and I'm liking it much better than creating meeting books via combining in PDF, then printing the books, then mailing the books. Cons We are all so used to the convenient features of formatting software, that I miss (in OnBoard) the ease of moving things around via File Explorer, and I also miss the hotkeys I use constantly in MS Word. Only some of the commonly-used hotkeys are available in OnBoard and others are used differently causing mistakes to be made while working in OnBoard. Reason for choosing OnBoard I know that the \[SENSITIVE CONTENT\] was especially happy with the Minutes aspect of OnBoard. Review Source SA Sara A. Social Media Manager Food & Beverages Used the software for: 2+ years ### "Makes all updates available to the board at any time" August 27, 2024 5.0 With OnBoard, we no longer have to worry about board meetings. Updates and attachments are ready early, and it’s great that it has enabled us to document reviews and approvals transparently. Pros I loved the ease of gathering updates in one place with OnBoard. It’s great that it allows updates to flow from members, and we can create sections and gather updates for each section independently. I loved how we can review meeting minutes and keep attaching updates on points related to our section and arrange them to be ready before the next meeting. The documentation capabilities are high quality, as well as the chat channel that enables us to answer inquiries and discuss smoothly. The review and approval documentation mechanism with it is excellent and enhances governance within our organization. Cons With OnBoard, there are no cons, it keeps updates going and prepares reports and dashboards smoothly. Review Source Response from OnBoard September 16, 2024 Hi Sara, Thanks so much for your review of OnBoard! I am so happy to hear that keeping your updates in one place and the documentation capabilities are 5 star for you - even better to hear that you have found no cons! If anything should change at any point, please reach out to our team - we are here to help and want to continue to improve your Board meeting experience. CP Carmen P. Director, Board Relations Executive Office Used the software for: 6-12 months ### "OnBoard has significantly changed how we do business." June 16, 2021 5.0 We love that all of our documentation, voting, and board business is located in one place. We have two boards, plus numerous board committees. OnBoard makes it easy for us to access the information, in real-time, and we can direct our board members/volunteers where to go in the system instead of trying to locate the information and hope an e-mail goes through because the document was too large to send via e-mail. Pros The features I love the most are the agenda and minutes builder. Previously it would take us an hour just to build out the agenda or minutes because of all the attachments/appendices needed for each document. When changes were needed, you would have to update the entire document and all of the attachment/appendix labels - which is another savings of at least 30 minutes to an hour for each board meeting. Cons What I like least are the glitches that keep occurring while in the system. I get kicked out of Minutes Builder - while doing my minutes in the middle of a board meeting, from time to time items won't save or the system will tell me that I don't have permission and it kicks me out of what I was working on. I will say this is not as often as it used to be but is still a bug that needs to get corrected. Reason for choosing OnBoard OnBoard was not the cheapest solution; however, it was the most intuitive and admin/user friendly that we tested. There was another company that was close in user experience, but the Minutes Builder set OnBoard apart and was ultimately the deciding factor. 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