--- title: "OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is OnBoard the right Board Management solution for you? Explore 1060 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 (1060) 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 August 26th, 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 1060 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 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 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 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. BK Blerta K. Language Instructor Education Management Used the software for: 2+ years ### "It's very streamlined for a small education centre." May 30, 2026 4.0 OnBoard provides us with enough functionality for our small language school for our monthly board meetings. It may be less than ideal, but is better than emailing dozens of attachments. The digital signatures feature is useful when approving new instructors' contracts. Good if you don't demand immediate responses to questions and can accept the occasional bug. Pros Having the agenda builder is a lifesaver before board meetings. I can Copy a lesson plan or curriculum material directly into the meeting material. During board meetings, our director likes to be able to annotate PDFs that discuss new courses. Plus the value is exactly what we need in our budget bound education, we've spent less than what we used to spend on print materials. Cons When I'm uploading samples from multiple language books, sometimes the document upload freezes. Technical support is set to respond within 2-3 days, however this is to be frustrating in making urgent presentations to the Board. I got tripped up with how to find meeting minutes in the interface at first, then it took weeks. 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 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 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. OnBoard allows those users to work when and how they need, while maintaining their busy schedules. Pros OnBoard 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 OnBoard has been positive. Pros Using OnBoard 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 TK Tatsiana K. Manager Computer Software Used the software for: 2+ years ### "It has worked and it hasn’t crashed yet" May 12, 2026 5.0 It’s better than we used to print an enormous amount of paper, although we still jam frequently. It encrypts the confidential information so that others cannot access C-Suite documentation. The ability to replace pages at the last minute without notifying the Directors of this fact is the only reason why I haven’t lost my mind today. It provides real-time competitor insight, which I never thought would really work but it does. Pros The section that allows you to simply drag documents into a binder and create something within seconds is alright. It’s 4 hours since I’ve left this meeting space and my coffee has gone cold as a result, however I’m relieved that the questionnaire reports appear without manual manipulation of the data. It also puts all the calendar and governance items together in one place so I won’t have to dig through my cluttered inbox again. The phone application appears to work whether or not the WiFi dies in this building, therefore the Directors will at least be able to view their papers. Cons If the uploaded images aren’t exactly 300 dpi, it doesn’t correct them but rather reject them. And I am sick of reformating things five times. Also, putting all newly added content to the Resource Center at the bottom of the list is completely nonsensical. When there are large binders, it becomes slow and laborsome to scroll through them. Review Source KZ Karen Z. Executive Assistant to the Head of School Education Management Used the software for: 2+ years ### "Perfect combination of functionality and price" September 5, 2023 5.0 This platform has allowed us to be more efficient and cut down on the frustration of sharing documents and scheduling meetings for an active and relatively large board. We have 6 board meetings a year with 6 - 8 committee meetings between each meeting. This tool helps to keep our board focused and moving forward. Pros Great functionality and support for an affordable price. Cons There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)[Boardable](https://www.capterra.com/p/221109/Boardable/) Reason for choosing OnBoard It was the perfect combination of function and price point Review Source BA Beth A. Executive Assistant to the President Higher Education Used the software for: 1-2 years ### "OnBoard has made my job so much easier!" August 9, 2021 5.0 Pros We used to produce a printed and bound board book for each meeting, requiring materials to be submitted far in advance, and last-minute changes were not able to be included. OnBoard gives me the flexibility to continue to make changes right up to the meeting date. Board members are able to access the virtual board book from wherever they are using the device that they prefer. We are also able to use OnBoard for committee meetings and cabinet meetings and capture any votes that take place directly in OnBoard. I also use the polls/voting option almost daily with cabinet. There are many small items that need cabinet consensus and instead of waiting until the next cabinet meeting, we upload the needed documentation and send it out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during the audit. I also love the ease of use and implementation. I have had to do very little individual training with board members, and customer service has been super responsive whenever I (or a board member) has had an issue. Cons It would be great to be able to store a little more information about board members that you could run a report on - such as term information, etc. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing OnBoard At the time we were choosing the layout and ease of use seemed more user-friendly. Review Source PQ Paul Q. Secretary to the Board / Executive Lead - Special Projects Education Management Used the software for: Less than 6 months ### "Easy to use. Easy to implement. Enhances Board effectiveness." November 25, 2021 5.0 I've definitely experience significant savings of time for building board books, especially when last minute changes are needed (I don't need to re-create an entire book in a PDF builder). The customer service and implementation team have been wonderful and responsive. Very easy to implement and when additional training is needed, they jump right in to help! Pros This product took very little time to implement with our Board. The members seemed to just "get it" when they were onboarded. I really like how intuitive it is. Cons Calendar integration and syncing with members to ensure meeting details are live and updated as changes occur is a drawback at this point (although I think they're working on this). Implementation with GSuite organizations seems a bit clunky unfortunately - lots of work arounds. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Cost was much less for a seemingly similar product for our needs. Review Source PM Preben M. Senior Advisor International Trade and Development Used the software for: 2+ years ### "Secure, reliable and fast. None other like Onboard." January 10, 2024 5.0 Starting from implementation, Onboard has shown a consistent commendable performance. It makes sense for us and I highly recommend it. Pros Onboard has brought revolution in board communication. It securely create and organizes board materials just by a few clicks ensuring full control and better decisions making. The customer support team is wonderful and committed. It is quite easy to take charge of who accesses board information ensuring full confidentiality and data protection. Onboard is easy to customize and simplifies board meetings management. Cons Onboard is straight forward and user friendly. It has worked perfectly well for us. Nothing to complain about so far. Switched from [Workplace from Meta](https://www.capterra.com/p/168669/Workplace/) Onboard is more transparent in terms of efficiency and security compared to Workplace from Meta. It is also easier to use. 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 MG Marcie-Jo G. Executive Assistant to the President and CEO Hospital & Health Care Used the software for: 2+ years ### "Ease of Use" March 19, 2025 4.0 On Board works well as intended to provide an agenda, documents, presentations and confidential itesm Pros Ease of Use. Ability to post confidential documents Cons Does not work well with AOL (which some people still use unfortunately) Some people cannot find items in folders easily 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 CK Cassie K. In-House Legal Counsel Health, Wellness and Fitness Used the software for: 2+ years ### "Intuitive, Time-Saving Platform" June 21, 2021 5.0 Overall, our experience with OnBoard over the last 3.5 years has been positive. It has saved us time and resources. Pros The product is easy to use and intuitive. My board members of various ages were all able to use it with no or minimal training. They are able to navigate and locate information easily. Board members who need to sign documents frequently have no difficulty using the electronic signature feature within OnBoard. Making last minute revisions to agendas and packets is fast and causes no delay in meetings. Overall, OnBoard saves time and gives all attendees the same experience with easy access. Cons OnBoard continues to improve its offerings. The only con as far as features is within electronic signatures. It would be ideal to make electronic signatures more customizable with rotating signature boxes and the ability to insert text and check boxes into documents. Reason for choosing OnBoard OnBoard provided the most cost effective solution for us. It was also the most intuitive and easy to use for our board members while including the features, like electronic signature, that we needed. Review Source CT Cynthia T. Executive Assistant Non-Profit Organization Management Used the software for: Less than 6 months ### "CFGG OnBoard Review " February 7, 2022 4.0 Providing more professional documents housed in OnBoard is easier to follow, find, view and access. I love learning about new software that makes things more streamlined for optimization processes, communication, report metrics and professional outcomes. We also appreciate \[SENSITIVE CONTENT\], our Implementation Manager who has been great helping us with OnBoard! She is great to work with and offers awesome resources to help us navigate through processes! Thank you and we look forward to doing more business with you in the near future! Pros I feel the like the board book along with RSVP, annotations have been the most impactful. This product is very easy to use, but still overwhelming with the way things were done in the past and most board members don't like change. Integration from the existing business processes to the new OnBoard Platform makes my job less stressful, but more efficient! Cons I wish that if you need to update a document after the Boardbook has been created it will allow you to do so. You can make edits, but OnBoard doesn't allow members to see those changes! Creating meeting minutes and polls/voting feature should be added to the OnBoard Core. I believe it will provide more of a variety with features offered to experiment with for a reasonable cost. Review Source JL Jamie L. Executive Assistant Sports Used the software for: Less than 6 months ### "OnBoard makes board management much easier!" March 11, 2022 5.0 Overall, I am incredibly pleased with OnBoard. The implementation was easy because of the training and assistance provided by the staff of OnBoard. The OnBoard team was wonderful when it came to answering questions and helping us work through logistics of getting up and running. Pros OnBoard has been a wonderful way to keep documents in one place, which is incredibly important when dealing with busy executives. I like that you can add important documents, not necessarily related to a specific meeting, to the Resource section where they are readily available to anyone who has access. Another feature that has been very helpful is having the ability to give specific access to various members based on their role with the organization. Cons The only con in OnBoard I have seen thus far is having to set permissions within the system and then again for specific meetings, when it comes to an admin. I feel like making someone an admin should make them an admin across the board. Review Source Daniel S. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "If it wasn't so bad it could be an ok service..." July 5, 2024 1.0 It seemed like a good idea, but it's not worth the investment for a non-profit. 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. They didn't want to learn a new thing. OnBoard made cancelling such a hassle that we wish we'd never would have tried it. If not for the crooked cancellation policies I would probably say that it would be a good fit for a corporate board that won't notice an additional $500 to $800 expense per board meeting to make agendas and minutes a bit easier. Given our experience though, I wouldn't recommend to anyone. Pros It made it easy to write and distribute agendas and board packets. It also made it easy to write and distribute minutes. Customer service was very responsive. Cons Most everything else. The first time we tried to use the Zoom function it didn't work and it made our organization's leadership look incompetent. The voting functions and minutes don't integrate properly. Most of all, the company has a very high-pressure sales team with some unethical fine print. We signed a contract that clearly stated a one-year term, but the user agreement on the website has hidden autorenewal language. When we indicated that we weren't renewing they sent the balance for 2025 to collections. Review Source Response from OnBoard September 16, 2024 Hi Daniel, thank you for taking the time to share your feedback. I'm glad to hear that you found our platform helpful for distributing of agendas, board packets, and minutes and that our customer service team was responsive to your needs! However, I’m sorry to hear that your overall experience did not meet your expectations. I know it can be frustrating when platform issues affect your organization's operations. Additionally, our goal is always to provide the best service possible, so we regret that our billing processes have been a source of frustration. We understand these processes can be challenging, and are continually working to improve. If you’d like to provide any additional feedback, please reach out to obpros@onboardmeetings.com. WH Warren H. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "A tool that captures all of the duties and responsibilities for managing the governance of a Board " August 13, 2021 5.0 OnBoard has lived up to the way it was first described and has a great suit of features to meet all the needs of Board governance. It is more than just an off the shelf product the personal touch in having OnBoard expert staff coaching organizations in its features in those early days ensures you are getting the most out of the product. that one -to-one interaction really helps personalize how OnBoard can best work for your organization. The ticketing system to address technical issue has also provided timely and effective resolutions. Pros Its very intuitive and interacts well with the Zoom virtual platform. It is also kept up to date with evolving features to ensure the end user needs are being met. Onboard can be used on multi devises making it very accessibility. Cons It only has the Zoom virtual option, when organizations often use other vrital meeting options such as MS Teams. Reason for choosing OnBoard Easy of use, features and price 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.