# OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is OnBoard the right Board Management solution for you? Explore 1056 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews --- OnBoard 4.7 (1056) 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 April 28th, 2026 # Reviews of OnBoard Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews 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 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 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 TA Talha A Associate ProfessorHigher Education, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “Recurring meetings sometimes did not get updated accurately after initial sync when changes are made.“ June 3, 2025 HC Hadi C Senior AssociatesFinancial Services, 51 - 200 employeesUsed the software for: 1-2 years. “Voting and e-signature tools saved my group so much back and forth and Zoom helped keep everyone on track and up to date.“ June 16, 2025 Daniel S Executive DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “OnBoard cost twice as much as our CRM and project management systems combined. And the board members weren't impressed that we were trying to improve board management in this way. “ July 5, 2024 ## Showing most helpful reviews Showing 1-25 of 1056 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 . 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 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 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 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 CS Cherif S. HR Manager Sports Used the software for: 2+ years ### "Awesome Board Tool" March 19, 2026 5.0 Overall, my experience with has been exceptional. It has seamless features that promotes how the board conducts meetings with efficiency thus ensuring great productivity. I highly recommend this tool. Pros interface is highly intuitive and easy to navigate which makes it an ideal tool for board management. Meetings are made efficient which has seen great productivity for the company. The customer support team is very responsive which ensures our workflow is highly streamlined which leads to high productivity. Cons has been a seamless tool for us. I have not experienced any issues with this tool so far. I really like this tool. Review Source Response from OnBoard March 24, 2026 Thanks so much for the thoughtful feedback, we’re glad it’s been easy to use and helpful for your meetings. We really appreciate the kind words about our support team, and we are happy to have you on OnBoard! 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. 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 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 . Pros What I love most about 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 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 KB Katherine B. Assistant Director of Board Operations Higher Education Used the software for: 2+ years ### "OnBoard Review" April 7, 2025 5.0 4.5 out of 5 stars. Looking forward to seeing more options, especially AI-related. Pros Ease of use and management. User friendly for Administrator. Cons Nitpicky, but I wish Administrator could update user email accounts! Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard More user-friendly. We appreciated the ease of use. Switched from [Box](https://www.capterra.com/p/148766/Box/) We wanted a more secure platform and one that was easy to use. Review Source RC Randa C. Executive Assistant Non-Profit Organization Management Used the software for: 2+ years ### "A great collaborative space" April 11, 2025 5.0 It provides a collaborative space with which users can engage as their time allows. With near 40 users, finding time to meet together, even in smaller groups, is tough. allows those users to work when and how they need, while maintaining their busy schedules. Pros has been a great resource for our board. It has been a slow uptake by some, but they are using it more now than ever before. The collaborative functions have been very helpful as we grow our international teams and develop deeper risk management. Cons Limited file types can be uploaded for storage. Alternatives considered [Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) Reason for choosing OnBoard They had the look and more of the features we were looking for at the time. Review Source AM Alicia M. Executive Assistant Banking Used the software for: 2+ years ### "OnBoard - a must have for meeting packets!" April 11, 2025 5.0 My overall experience with has been positive. Pros Using for a variety of internal and external stakeholder meetings has made meeting setups a breeze. Cons No real cons, per say, but it would be great if there was a way to save items from a meeting to resources using a checkbox. Switched from [BoardPaq](https://www.capterra.com/p/151905/BoardPaq/) We wanted something more robust, user friendly, etc. Review Source DS Doug S. Controller Building Materials Used the software for: 6-12 months ### "OnBoard year 1" March 18, 2025 5.0 has been a great upgrade for our board management software. Pros is very user friendly and its document retention is great. Cons Getting my board to fully utilize . Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing OnBoard One of our board members utilizes on another board and they highly recommended it. Switched from [BoardPAC](https://www.capterra.com/p/153900/BoardPAC/) BoardPac was being terminated and the was the best software available. 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 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 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 for 6.5 years now and it just keeps getting better. 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 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 IM Ilkin M. Chief Medical Officer Sports Used the software for: 1-2 years ### "Helps to keep our board meetings focused" May 20, 2025 5.0 Pros With I can push updates to all of the board members instantly instead of sending different versions. It also helps us track attendance and decision outcomes in one place, saving follow up time. Cons I need more granularity of the filtering when I want to search for historical decisions attached to specific board topics or members. Review Source RK Raygan K. Coordinator Education Management Used the software for: 1-2 years ### "Review for OnBoard" March 18, 2025 5.0 Pros It is efficient and makes creating agendas and minutes for Boards easier. Cons It is missing the updated technological features. 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 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 . 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 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 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 for Board, Committee and departmental (Leadership Team) meetings. Pros 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 , 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 , 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 ) 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 . Review Source DP Dixon P. VP Audit Banking Used the software for: 1-2 years ### "Scalable and Intuitive" October 19, 2021 5.0 Overall experience has been great, team has been very responsive to specific queries both during the research stage and again during and after implementation. Support went so far as to specifically tailor training videos for specific user types which made it easier for users to get familiar with the features of the suite of products we chose. Pros Imbedded security features at all levels of the software, even allowing for remote wiping of devices attached tot he system should that become necessary. Cons Zoom integration has been a bit buggy at times, but we have been assured that work on this aspect is progressing. Review Source AL Andrea L. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "Streamline Management with Boards and Committees" September 11, 2023 5.0 Customer service and onboarding are great. Our board and staff like the way it streamlines everything. It saves me hours of prep work for meetings, by not having to format my own agenda or information packets for each meeting. Pros Meeting management through is much more efficient than calendar invites and emails. Building the agenda is easy, and the board book it creates puts everything in one, professional-looking document. Communication with different groups through the messenger is also a time-saving feature. Eliminates group emails and makes it easy to find past conversations and information when needed. Cons It would be nice to be able to delete messages and clean up the messenger section. Also, the permissions feature is great but we often forget that you have to apply permissions to each meeting, file sharing, etc. Would be nice to have that pop up as a reminder. Reason for choosing OnBoard We chose because it's specifically designed to work with boards and committees. The features make the administrative side of working with volunteers easier. Review Source MC Mendy C. Executive Office Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Very Satisfied!" November 6, 2020 5.0 I am very pleased with my overall experience. From the sales side with \[SENSITIVE CONTENT HIDDEN\] to now working with \[SENSITIVE CONTENT HIDDEN\]. They have both been tremendously helpful and most always return an email very timely. I found it very user friendly and quick to learn. The training provided has also been excellent. I would highly recommend to anyone that may contact me. Pros There are several things I like equally with this software. Record retention is very important and this allows us to have everything kept in one secured location so it's easily found and accessible for not only our organization and our board, but also our auditors. I find that creating the agenda and being able to copy agendas is much more efficient than my previous system. I especially like that I can set up the actions ahead of time (if they are known) so they are ready for voting. That has also been a great factor with increasing efficiency. I can't forget the training. I was delighted to learn my board had training available to them and I didn't have to do the take on that role. The last thing I really like are the tasks. This feature keeps me from constantly emailing reminders to board members. Cons Just as I had several things I really liked, I have a few things that I don't. I hope to see these implemented in the future. It's inconvenient that I can't attach more than one action item to a specific section of the agenda. Often times our board will have a motion/action during the meeting that wasn't known ahead of time. This may not be linked to a specific section on their part of the agenda, but rather their overall report. They may not even have subsections. This has created a nuisance and has cost us valuable time. I have to create a subsection then create the action. This has created a longer process than our old way and causes the board to wait on me to add it. So having the ability to add an additional action item to a section would be ideal. I also don't like I can't sort my action items with the most recent on top. I have to either do a search and hope I'm using the right words, or I have to keep going from page to page. Lastly, when I set up the meeting as the admin, I don't get the email notification so I can accept the meeting and put it on my calendar. My work around was to download the app on my cell phone and accept it that way. It would be nice to have that feature on my desktop so the meetings go directly to my calendar when I make them visible. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.