# Page 23 | OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 23 - Is OnBoard the right Board Management solution for you? Explore 1055 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 (1055) 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 March 15th, 2026 # Page 23 - Reviews of OnBoard ## Showing most helpful reviews Showing 551-575 of 1055 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AM Andrea M. Program Officer (prev. Board Secretary and Program Coordinator) Government Administration Used the software for: 1-2 years ### "Fairly easy to navigate for users of varying skill levels" June 29, 2021 5.0 Pretty good! Customer service is beyond excellent (\[SENSITIVE CONTENT HIDDEN\] is wonderful!). Majority of functions function as I need them to and our Board members navigate the platform easily. Pros The board book/agenda features are our most used feature. The ability to automatically plunk in the table of contents and assemble the Board book for export is nice. The option to import the agenda rather than manually add each section is also nice. Cons Zoom functionality isn't as nice as using the regular Zoom platform. Review Source LR Luigi R. Engineer Consumer Services Used the software for: Less than 6 months ### "OnBoard reviews " April 8, 2023 4.0 Pros OnBoard provides a centralized platform for managing board meetings and communications, making it easier to stay organized. The platform provides a high level of security, ensuring that all confidential board materials are protected. Cons OnBoard can be expensive, particularly for smaller organizations. Review Source VR Verified Reviewer Director Financial Services Used the software for: 2+ years ### "Great Portal" March 11, 2019 5.0 Great customer service. Pros It's easy to use and keeps everyone on the same version of a document! Cons Obviously it does require every participant to have a device. Some people just prefer paper no matter what! Review Source Response from OnBoard September 5, 2019 Thank so much for taking the time to review OnBoard! I'm thrilled it's doing so well for you and that you are finding it so easy to use. If you ever need anything, please let us know. CW Clint W. Vice President for Administration Higher Education Used the software for: 1-2 years ### "Onboard keeps us organized" April 30, 2020 5.0 We have been very pleased with Onboard. It is great for our meetings and for the keeps our minutes/documents archived to look back when needed. Pros The ability to have all the needed documents in one place for our meetings helps them to run smooth and keeps everyone organized. Cons We have had some issues when trying to 'present' the board information on a large screen. Some of this is due to the fact that people are used to the native features in Office, so when the information gets loaded to OnBoard it is more like a pdf. Review Source NR NANCY R. Supervisory Committee Chair Banking Used the software for: 2+ years ### "OnBoard" November 22, 2019 5.0 Pros The software is very easy to install and use. Cons So far I haven't found anything negative about the software. Review Source Response from OnBoard November 25, 2019 Thank you for taking the time to review OnBoard! I'm so glad things are going well and that you haven't found any cons yet. If you do run into any challenges, you Customer Success Manager and Support team are here for you 24/7. Just give us a call! AV Arminda V. Director of Education Environmental Services Used the software for: 6-12 months ### "OnBoard Review from a User's Perspective" August 25, 2020 4.0 I can see that this software saved us $$ over what we paid for the last system and has certainly made meeting scheduling/delivery easy. That saves time and that equates to saving $$, too. Overall, I have a positive association to the product and would recommend it. Pros Gets everyone on the same page -- it's easy to add / see / follow the agenda, the Zoom link is easy to find, easy to add attendees Cons Honestly, I'm not familiar w/ all its features, like the analytics functions. I'm sure it's more powerful than I know. My interaction w/ it has been limited to signing in for meetings, reviewing / adding to the agenda. We received just a high-level training of the product. Cheat sheets to show me how other aspects of the software can help me work more effectively would be helpful. How are other associations using this software? How is it realizing efficiencies? Review Source NY Nancy Y. CFO Banking Used the software for: Less than 6 months ### "We just had our first live board meeting in June 2018 using the portal. It was great! Liked by all." June 25, 2018 5.0 Pros I like that we can set up an agenda for a board meeting, and then be able to copy that same agenda to the next month's meeting (without the attached documents, of course). You can very easily see if you have missed uploading a document into the agenda. It is very user friendly; documents are easy to attach to the proper location in the agenda. It also allows us to store policies, procedures, or any other resource documentation we would like for our board members to have access to. This makes a nice contingency location for these policies too. We are just getting started with this portal, but from what we have seen in doing our first meeting using the portal, "it's a winner". Another great feature is that we can download the board meeting file and have it available for examiners. Cons We are just getting started, but so far I like it all. I had a couple board members that I didn't have an email address for, and it wouldn't let me build their user until I got the email address. Review Source Response from OnBoard August 30, 2019 Thank you so much for the review! I'm glad to hear that it's going well from both the administration and board member perspective. If you need anything or additional training, please let us know. JP Joanna P. Member Services Manager Non-Profit Organization Management Used the software for: 6-12 months ### "OnBoard Admin Review" September 16, 2020 5.0 OnBoard has been easy to use both during and between board meetings. The software allows board members to find resources they need, review documents, discuss approvals, and vote as needed instead of only when meeting in person. Pros The OnBoard platform is very easy to use and makes preparing for board meetings run smoothly. They offer excellent customer service should you have questions about how to make the most of the system and features like approvals and file libraries make it easy to keep everything in one place. Cons OnBoard has been a great product, I have no cons to list. Reason for choosing OnBoard OnBoard was the easiest to use and had the nicest display/interface. Review Source KA Kirsten A. Deputy Registrar Public Safety Used the software for: 6-12 months ### "CMLTA Review of OnBoard" September 3, 2020 5.0 OnBoard has been wonderful to deal with - their customer service is supreme (easily the best out of every service provider we are currently working with). I sincerely appreciate all the help of the wonderful staff as we learned how to use the software. The current features are great but the fact the staff are so willing to take suggestions on future improvements and implement those changes takes the cake! Pros The software was so user friendly that most of the features can be figured out without instruction. The software has majorly cut down the time taken by admin staff to but together board packages and we continue to find new ways to use it. Although we have not managed to move to a totally paperless board, OnBoard has all the tools necessary to move our board towards a paperless future. Cons Nothing to report that we have liked least at this point. The only thing to consider was that it was at a much higher price point than some of the other options. Reason for choosing OnBoard The user friendly interface and features were superior to other products. Review Source TR Tracey R. EA to the President and CEO Restaurants Used the software for: Less than 6 months ### "Very satisfied customer" October 7, 2021 5.0 This portal has saved us countless hours and and who knows how many trees by no longer assembling and shipping large board books. Pros Product is very easy to use and you can get up to speed very quickly with the help of OnBoard's dedicated customer support. I receive emails or call backs within 5 minutes every time I reach out. Some of the best customer service I've ever experienced. We also love the Minutes template. Cons The calendar invitations - we have decided we will continue to use our Outlook invitations until they fix their calendar invites. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Excellent product and price point and unbeatable customer support. Review Source TA Theresa A. Asst Corp Secretary & Board Administrator Non-Profit Organization Management Used the software for: Less than 6 months ### "First review - new admin user" November 7, 2019 5.0 We moved from a server platform to cloud-base for ease in accessing files, requested by Board members. Pros Ease, multi-device usage and cloud-based Cons Something things are a little hard to find; but the funtion is there. Alternatives considered [BoardPaq](https://www.capterra.com/p/151905/BoardPaq/)[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/)[Boardable](https://www.capterra.com/p/221109/Boardable/) Reason for choosing OnBoard cost and software capability Review Source Response from OnBoard November 8, 2019 Thank you for taking the time to review OnBoard! I'm so glad you are finding it easy to use and that you haven't found any large cons yet is always nice to hear. If you need anything or more training on features, please let us know. SL Suk L. HR DIrector / Executive Asst Banking Used the software for: 2+ years ### "Convenient and Secure" January 29, 2020 4.0 Being able to have the Board vote and sign things without coming in is a great benefit. Pros I like the convenience of getting information out to my Board without having to email documents or print out tons of paper. Cons Not having the proper training to use all the features. Mostly had to figure it out myself. Review Source rH robert H. CEO Banking Used the software for: 2+ years ### "My Expereince with Onboard" September 14, 2020 3.0 We hold all committee and board meetings using the portal. It replaced having paper binders for each meeting. Pros Keeps all information in one location for further review and action. Cons Sometimes hard to get information to load correctly. Have to reformat a lot of information to make the system work correctly Review Source JT Jody T. Trainer Individual & Family Services Used the software for: I used a free trial ### "Onboard" June 3, 2022 4.0 Pros It's a good program and will use it everytime because of how easy it is to organize everything Cons The way you have to search for something cause it doesn't predict Review Source JW Joleen W. Administrative Support Manager Insurance Used the software for: 2+ years ### "Review from CIS " September 9, 2022 5.0 Pros It's super easy to use. We'd been combining PDFs into a packet which had a lot of issues and took a very long time to do. Having someone add documents last minute used to send me into a panicked frenzy. Now it's no problem and takes just minutes. It's also intuitive and very user friendly. Cons Integration was easy. What I found missing or needing improvement upon were sent to IT and they always respond quickly to the suggestion. Most were requests others had also recommended and have since been added. Review Source JJ James J. Director of Operations Non-Profit Organization Management Used the software for: 6-12 months ### "Impressed with OnBoard Software" January 23, 2020 5.0 We love having all information related to our Boards needs are all kept within OnBoard so that if there are questions, data can easily be referred. Pros Ease of site navigation The help system is well documented and very instructional Customize how our information is displayed and accessed on the Dashboard Resources can be electronically stored and kept in an organized manner Cons Lack of an easy way to capture minutes inside the software as a meeting is occurring Reason for choosing OnBoard We were referred to OnBoard, and we are so glad we were! Review Source KK Kerry-Ann K. Secretary Financial Services Used the software for: 2+ years ### "Review: OnBoard Board Portal" March 28, 2019 4.0 Comfortable; support services are excellent; extremely convenient for meetings; no more printing, collating and stapling of board packages. Pros The ease with which updates are completed; Ease of use and easy on the eyes; The ability to upload various document formats; Several documents could be uploaded per section of Agenda Items. Assistance which is given to persons who need to have passwords reset/changed Cons The views of the when the book is opened in the portal and moving through sections. Review Source Response from OnBoard September 5, 2019 Thank so much for taking the time to review OnBoard! I'm thrilled it's doing so well for you and that you are finding it so easy to use. Please be sure to pass along this feedback to your Customer Success Manager. SW Suzanne W. Asst to Associate General Secretary, Strategic Programming Religious Institutions Used the software for: 1-2 years ### "OnBoard Rocks!!" May 24, 2019 4.0 OnBoard has been a great addition to our Board Meetings.our rep and all of the representatives at OnBoard have been very patient, helpful and professional. OnBoard is definitely a positive addition to our company meetings. Pros I find it user friendly and the support from OnBoard is excellent! Cons Nothing really. OnBoard listens to all suggestions and makes updates where requested and appropriate. Review Source AR Ann R. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "Organizes Our Team Worldwide" January 29, 2020 5.0 Our organization has board members around the globe, and often there were version control issues with last minute updates to reports just prior to a meeting. Now that our members log in to OnBoard, we know everyone is looking at the most recent version and our meeting are more effective and efficient. Pros Key attributes for us are ease of use and ability to centralize documentation. Cons Some of our reports are oversized and don't convert well into the board book format. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Needs met with lower cost Review Source JG Jillian G. Executive Associate Non-Profit Organization Management Used the software for: Less than 6 months ### "Great product for our organization " November 12, 2020 4.0 My experience so far has been great. The support for the implementation was fantastic and my board members seem to be enjoying the product. Pros The ease of use for the end user and the app has all of the features of the website. Cons I would like to see optimization for other languages and the ability for customers to customize more things to match their organization. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) OnBoard had more features and a superior app. Review Source CC Carlos C. Project Manager Automotive Used the software for: Less than 6 months ### "Manager support software" September 11, 2023 4.0 Pros The intuitive way that all agenda, topics, assessments and other info are organized in the software cover page. Cons Still nothing to report, the software is very capable of all my needs. Review Source MP Matt P. President/CEO Banking Used the software for: 6-12 months ### "OnBoard Board Portal" March 19, 2019 4.0 Overall, we have had a good experience with the product. The ease of use in preparing the board package was the biggest selling feature. Pros We really liked the ease of use on the administrator side. The ability to move documents around effortlessly made it easy to switch from our previous provider. Cons The additional add-ons like collaboration for board members on the portal was included in our previous board package and is extra here. Review Source Response from OnBoard September 5, 2019 Thank so much for taking the time to review OnBoard! It's great to hear that you are having a good experience. If you have any questions surrounding pricing, please let us know, so we can work something out for you. KR Kim R. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Onboard - Board Management Platform" December 7, 2020 5.0 The training and support from Onboard has been excellent. What can be a hard process (onboarding an organization into using a new platform) was made easy by great customer support. Using Onboard also helps to legitimize and demonstrate a level of sophistication of our board which will help us to recruit quality board members in the future. Pros This product is very user friendly both for the admin user and for those less than tech-savvy board members. It brings in all the documents, reports, and minutes into one place which assists our board to stay organized and on top if the things they need to-do. The onboarding of the platform was easy and seamless. Cons As a Canadian organization, we had to factor in the cost difference from US funds to Canadian. Reason for choosing OnBoard We chose Onboard because of the ease of use and provided us the functionalities we needed. As our board becomes more able to navigate the platform we have additional options to enhance the platform even further. Review Source AS Aly S. Program Officer Philanthropy Used the software for: 2+ years ### "Helpful too for those with minimal tech skills" August 25, 2020 5.0 This program has allowed our staff and board a place to connect and share knowledge. It is mostly intuitive and requires very little training to use right away. Pros Easy to use with minimal tech skills required to access documents and calendars. Cons Calendar not connected to my google or outlook calendar. Review Source KP Kimberly P. Executive Assistant Non-Profit Organization Management Used the software for: Less than 6 months ### "Recommended Board Portal" February 22, 2021 5.0 Pros Ease of use and great customer service with Implementation Manager Cons Would like to see extra fields available in Directory for alternative addresses and assistant info Would like to be able to revise/update a member email as administrator A field for how long board member has been a member of board including fields for committees, terms, etc. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Review Source Talk to a Capterra advisor for free and get results within 15 minutes.