--- title: "OnBoard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OnBoard Software - reviews, pricing plans, popular comparisons to other Board Management products and more." source_url: "https://www.capterra.com/p/179015/OnBoard-Board-Portal/" page_type: "product" language: "en" --- # OnBoard Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) OnBoard ## What is OnBoard? Publish a single board book, absorb late changes without rebuilds, and keep audit-ready history for your board meetings. AI drafts minutes, summarizes books, and flags changes in the official record — so the work that used to take hours happens in the background. Every director stays aligned on any device — mobile, remote, or in the room, online or off. Members who prefer PDFs stay comfortable. Dashboard users get a clean, organized view built for every skill level. Prepare directors to decide with confidence by putting agendas, board books, minutes, votes, and approvals in one secure workspace. One source of truth for every meeting. Sensitive board materials stay out of email and off personal devices. Hosted on Microsoft Azure with SSO/MFA, role-based access, and exportable audit logs, security matches the sensitivity of the conversation. Trusted by 6,000+ organizations worldwide for clarity, speed, ease of use, and defensible records. Request an OnBoard Demo today! ## What is OnBoard used for? [Board Management](https://www.capterra.com/board-management-software/)[Meeting](https://www.capterra.com/meeting-software/)[File Sharing](https://www.capterra.com/file-sharing-software/) Recognitions Shortlist Best ease of use Overall rating Based on 1,058 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Pros & cons Responsive and knowledgeable assistance Efficient real-time teamwork tools Limited page customization options High cost for smaller organizations Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Board Management / 2026 - Nonprofit / 2026 Our "Best of" badge program showcases products with the highest ratings... - Association Management / 2026 - Internal Communications / 2026 Our "Best of" badge program showcases products with the highest ratings... ## OnBoard alternatives Highest Rated [4.8 (80)](https://www.capterra.com/p/201025/Easy-Board/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (341)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.4 (3,034)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/179015/OnBoard-Board-Portal/alternatives/) ## FAQs about OnBoard Overview ### What problems does OnBoard solve? OnBoard solves scattered board materials, version-control confusion, paper-heavy meeting prep, and back-and-forth email for agendas, approvals, and updates. It gives board administrators, executives, directors, and committee leads one secure place to organize documents, control permissions, share last-minute revisions, and keep remote participants aligned before, during, and between meetings. Answer based on 532 reviews Overview ### Which roles and teams benefit most from OnBoard? OnBoard is most used by executive assistants, administrative staff, and board administrators who organize agendas, distribute materials, and manage meeting logistics. C-suite leaders, presidents, and executive directors use it to review board documents, make decisions, and stay aligned, while chiefs of staff and corporate secretaries support governance, approvals, and board communication. Answer based on 1057 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is OnBoard built for? OnBoard serves board directors, administrators, executives, and legal leaders, with strongest adoption in small businesses at 67% and Non-Profit Organization Management at 24%. It also has meaningful use among midsize businesses at 22% and in Banking at 19%, with additional presence in Higher Education at 9%. Answer based on 1058 reviews Features and Usability ### What are the key features of OnBoard? OnBoard includes core meeting management features like agenda creation, meeting book building, document upload, minutes management, and calendar scheduling. Differentiating capabilities include board member management, role-based permissions, annotations, voting and approvals, and Zoom-based video meetings. Reviewers also frequently mention resource libraries and document archiving for centralized board materials. Answer based on 492 reviews Integrations ### Which third-party tools and platforms does OnBoard integrate with? OnBoard integrates with Microsoft Outlook, Zoom Meetings, Zoom Workplace, and Microsoft 365, with catalog support for Microsoft Teams, Google Drive, Okta, and OneLogin. The integrations center on calendar, meeting, file access, and identity management, covering the Microsoft ecosystem plus Zoom and common authentication tools. Answer based on 98 reviews Getting Started and Support ### How easy is it to onboard and train a team on OnBoard? OnBoard is generally quick to onboard, with training available in person, live online, through webinars, videos, and documentation. Reviewers say board members, trustees, and other nontechnical users often get comfortable fast with minimal training, while admins usually need more time for setup, permissions, templates, and advanced features. Answer based on 174 reviews Getting Started and Support ### What customer support options does OnBoard offer, and how do users rate the experience? OnBoard offers email/help desk, FAQ/forum, a knowledge base, phone support, chat, and 24/7 live representative support. Users generally describe support as responsive, helpful, and hands-on during setup, training, and troubleshooting, with quick call responses common. Some users report weaker documentation, harder-to-search guides, and occasional delays or unresolved feature limitations. Answer based on 236 reviews Security ### How does OnBoard handle data security and access control? OnBoard uses a secure, centralized portal for confidential board materials, with role-based and granular permissions, read/write or read-only access, multi-factor authentication, encryption, controlled logins, download and print restrictions, and remote device wiping. Reviewers note permissions are powerful but often cumbersome, easy to misconfigure, and sometimes require repeated checking. Answer based on 137 reviews ## Who uses OnBoard? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Responsive and knowledgeable assistance 98% positive reviews out of 214 Most reviewers describe customer support as prompt, helpful, and proactive in resolving issues and providing guidance. Anonymous User Specialist Recruiter, 10,001+ employees. "Customer service worked really well when they presented the demo and answered our every questions and showed everything we needed." Limited page customization options 40% negative reviews out of 108 Some users comment page customization lacks flexibility, with restricted layout choices and inconvenient navigation or display settings. Phiwa parden M. Administrator, 51 - 200 employees. "The writing function is bit of a nightmare because you cant freely annotate and highlight function too.." Efficient real-time teamwork tools 98% positive reviews out of 101 Most reviewers indicate team collaboration features streamline communication, facilitate meetings, and support group productivity across locations. High cost for smaller organizations 40% negative reviews out of 65 Some reviewers feel pricing is expensive, especially for small businesses, with additional fees for extra features or licenses. Centralized secure document management 95% positive reviews out of 65 Most reviewers find document access reliable, allowing easy sharing, organization, and retrieval for board and committee members. ## Features AI summary Based on 1,213 Board Management reviews Capterra reviewers point to these as the top priorities when choosing board management software: - **Meeting Management** (**52%** of reviewers rated this feature as critical) - **Secure Data Storage** (**66%**) - **Document Management** (**44%**) OnBoard supports all three features buyers rate most highly: **Meeting Management**, **Secure Data Storage**, and **Document Management**. Together, these capabilities help boards organize meetings, protect sensitive materials, and keep important documents accessible in one place, allowing teams to improve preparation, maintain governance standards, and make decisions with better context. Secure Data Storage 4.8 (46) 84.78% of 46 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Document Management 4.7 (152) 73.03% of 152 reviewers that rated this feature as important or highly important It gives you a central place to store, organize, and update board documents. Reviewers indicate it’s easy to upload, move, and manage files, and they value searchability and security, though some mention editing and handling large files can be cumbersome. Access Controls/Permissions 4.6 (147) 74.15% of 147 reviewers that rated this feature as important or highly important This aspect lets you customize who can view or edit documents and meetings. Reviewers appreciate the granular control and ease of updating permissions, though some say managing permissions for new members and events could be more intuitive. Minutes Management 4.3 (65) 55.38% of 65 reviewers that rated this feature as important or highly important Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. Calendar Management 4.5 (93) 72.04% of 93 reviewers that rated this feature as important or highly important You benefit from integrated scheduling and meeting reminders, with support for Outlook and Google Calendar. Reviewers appreciate the ease of adding meetings and viewing schedules, but some mention challenges with Zoom integration and managing multiple time zones. File Sharing 4.7 (133) 68.42% of 133 reviewers that rated this feature as important or highly important With this capability, you can securely share important board documents and meeting materials in one centralized portal. Reviewers appreciate the ease of uploading, organizing, and controlling access to files, noting it saves time and streamlines collaboration for board members. OnBoard 141 features ### All Features - Access Controls/Permissions: This aspect lets you customize who can view or edit documents and meetings. Reviewers appreciate the granular control and ease of updating permissions, though some say managing permissions for new members and events could be more intuitive. - Action Item Tracking: Track the status of discussed/agreed tasks - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Agenda Management: Access event or meeting agenda online - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Summarization: Uses AI to condense large amounts of text, audio, or video data into a coherent form - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Alumni Management: Tools that help educational institutions or fundraising organizations connect with alumni - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendee Management: Process of managing, tracking, and communicating with individuals who are registered to attend an event - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automatic Backup: Data is backed up automatically to prevent data loss - Automatic Transcription: Use AI to convert voice into text automatically - Blogs: Allows users to publish blogs on social site - Brainstorming: Group collaboration to solve ideas in a productive and concentrated manner. - Calendar Management: You benefit from integrated scheduling and meeting reminders, with support for Outlook and Google Calendar. Reviewers appreciate the ease of adding meetings and viewing schedules, but some mention challenges with Zoom integration and managing multiple time zones. - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Chat/Messaging: Communicate using direct chat or messages within the system - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Critical Date Alerts: Notifications received when important dates and deadlines are coming up - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Document Management: It gives you a central place to store, organize, and update board documents. Reviewers indicate it’s easy to upload, move, and manage files, and they value searchability and security, though some mention editing and handling large files can be cumbersome. - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Reminders: Reminders sent via email - Employee Activity Monitoring: Monitor and track what your employees are doing - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Portal: Online portal where employees can access and track their own information - Encryption: Convert data into a code for security - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Calendar: A list of events with their respective dates - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Scheduling: Plan an event's time and location - File Management: Create, save, and store files - File Sharing: With this capability, you can securely share important board documents and meeting materials in one centralized portal. Reviewers appreciate the ease of uploading, organizing, and controlling access to files, noting it saves time and streamlines collaboration for board members. - File Transfer: Move files across different systems or networks - For Alumni Associations: Designed for alumni organizations and associations - For Healthcare: Software designed for the healthcare industry - For Higher Education: Software designed for higher education organizations - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Live Chat: Ability to chat online in real time - Meeting Management: OnBoard offers tools to efficiently organize, schedule, and update meetings. Users think it simplifies agenda creation, document uploads, and meeting notifications, making remote and recurring meetings smoother and saving significant preparation time for administrators. - Meeting Notes: Create and share notes/annotations taken during meetings - Meeting Preparation Tools: Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Membership Management: Database of members to track personal information of individuals and families - Messaging: Communicate using messages within the system - Minutes Management: Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Presentation Streaming: Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet - Prioritization: Arrange tasks based on the level of priority or urgency - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real Time Editing: Preview and make real-time changes in the web content - Real Time Synchronization: Files and folders are updated in real-time when changes/edits are made - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Remote Support: Provide support to your customers and employees remotely over a shared network - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Screen Sharing: Digitally share screen view with others - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Single Sign On: Allow users to access multiple services after entering their login credentials once - Softphone: Use your computer as a phone device to make calls over the internet - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Zone Tracking: Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation - To-Do List: A digital list of items that need to be completed - Transcripts/Chat History: View messages sent by both parties during the chat conversation - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - Two-Way Audio & Video: Presenter can see and hear participants and vice versa - Unified Directory: Store, modify, and track user accounts and access in a centralized directory - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Video Call Recording: Record and playback video calls - Video Chat: Chat with your counterparts over the video in real time - Video Conferencing: Connect with meeting participants remotely over video - Video Streaming: Allows users to view videos without downloading media files - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (1,058) 4.5 Based on 1,058 reviews ## Pricing Value for money 4.6 (866) Free Trial Essentials Custom Quote Available It includes: - Enterprise-grade Security - Agenda & Book Builder - Mobile Apps - Zoom Integration - Annotations - User & Group Permissions - Calendar Integration - Resource Library Premium Custom Quote Available It includes: - Meeting Minutes Builder - Microsoft 365 Integration - Task Management - Voting & Approvals - Surveys - eSignatures - Training & Support - Dedicated Customer Success Manager Ultimate Custom Quote Available It includes: - Single Sign-on (SSO) Integration - D&O Questionnaires - Skills Tracking - Board Assessments - Director & Executive Training - Ultimate-tier Customer Support - Agenda Collaboration Value for money 4.6 (866) 4.6 Based on 866 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ iCloud](https://www.capterra.com/p/204717/iCloud/)[ Okta](https://www.capterra.com/p/119653/Okta/)[ OneLogin](https://www.capterra.com/p/114110/OneLogin/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (965) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (965) 4.8 Based on 965 reviews ## User reviews Overall rating 4.7 Based on 1,058 reviews Filter by rating 5(766) 4(261) 3(27) 2(3) 1(1) Mentioned topic Sorted by most recent VT Vani T. President Staffing and Recruiting ### "OnBoard Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 3, 2026 We were previously using only spreadsheets and it was a total disaster. We now have a single platform where the hand off happens. It is also easy to use. Pros So far it has not crashed at all after we started to use Onboard as our client journey tool. That being said, our manager made us start using Onboard for the client journey and the email reminders send on time most of the time. I am relieved that Onboard did not crash when we synced the Salesforce data from it because I expected it to. We also get responses back from the support team quickly. Cons There is nothing much to dislike, it works well and that is all that matters to me. Onboard is good. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BK Blerta K. Language Instructor Education Management ### "It's very streamlined for a small education centre." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 30, 2026 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TK Tatsiana K. Manager Computer Software ### "It has worked and it hasn’t crashed yet" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 12, 2026 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CS Cherif S. HR Manager Sports ### "Awesome Board Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 19, 2026 Overall, my experience with OnBoard 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 OnBoard 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 OnBoard 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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! EA Esami Allan J. Web Developer Information Technology and Services ### "Board Management made incredibly easy ." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 30, 2025 Overall,OnBoard is very user friendly ,transitioning from paperboard packets to a an excellent digital format saves a lot of time and ensure efficiency in preparing for board meetings . Pros The ease of use and simplicity of OnBoard is one of it's strongest features. Its straightforward to build board meeting book and breeze teaching the board members how to use the app.Has an extremely helpful customer support who are also eager to assist.Has other excellent features like document attachment ,agenda building ,surveys and resources .Allow upload and storage of document for the board to refer back to and have them complete actions without holding a meeting . Cons I have nothing to complain about this product ,with recent upgrades everything has been made easier and effective. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NA NOREDDINE A. Senior Coordinator Higher Education ### "Makes preparation of board pack stress-free" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 21, 2025 Pros OnBoard helps to minimize the back and forth when I am collecting reports and committee updates. The ability to upload documents once and simultaneously share them with directors keeps our board ready and prepared before each meeting. Cons There are instances of huge attachments that take some time to upload and this becomes slow to me when I am on strict deadlines. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AP ANIENTO P. Executive Operations Management Consulting ### "Transparency made me more confident" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 June 16, 2025 Pros 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. Cons PDF editors sometimes freeze when reading chunky annotated board books so there is a need to re-upload. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HC Hadi C. Senior Associates Financial Services ### "Easing our strategic planning" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 June 16, 2025 Pros The agenda builder and resource library in OnBoard allowed me to create meeting books using the drag and drop simplicity. Voting and e-signature tools saved my group so much back and forth and Zoom helped keep everyone on track and up to date. Cons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AI afet I. General Director Management Consulting ### "Allowed us to rule with firm control" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 8, 2025 Pros OnBoard helped to ensure that our board processes were regular and easy for everyone to see. All involved come with the right information and every decision is recorded clearly and efficiently. Cons Sometimes if the files aren’t small, it might take longer to load them, especially on slower networks. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TA Talha A. Associate Professor Higher Education ### "Improved how I manage recurring governance items" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 3, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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