# OnBoard Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about OnBoard Software - reviews, pricing plans, popular comparisons to other Governance, Risk and Compliance (GRC) products and more. Source: https://www.capterra.com/p/179015/OnBoard-Board-Portal --- # OnBoard Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 15, 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)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) OnBoard ## What is OnBoard? NOW AVAILABLE: OnBoard AI - The Most Advanced Boardroom AI Available Today OnBoard is the leading board management platform purpose built for today’s boardrooms to simplify governance, enhance transparency, and elevate director engagement. Trusted by over 6,000 organizations worldwide, OnBoard combines an intuitive experience with enterprise-grade security & artificial intelligence to help boards operate with unmatched speed, insight, & confidence. Built on secure Microsoft Azure infrastructure & designed for real-world governance. OnBoard brings cutting-edge innovation to the heart of board work — from building agendas & one-click meeting minutes to finding answers & surfacing insights. OnBoard delivers 10x performance across the boardroom — empowering administrators, general counsels, leaders, & directors. OnBoard brings to bear the power of institutional knowledge, AI-enhanced workflows, & decision-ready intelligence, all in one secure platform. Start your free trial 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/) Overall rating Based on 1,055 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Pros & cons Highly responsive customer support Responsive team collaboration tools Limited page customization options High and confusing pricing Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## OnBoard alternatives Highest Rated [4.8 (79)](https://www.capterra.com/p/201025/Easy-Board/reviews/) Starting price $49.00 Per User, Per Month [4.7 (338)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/) Starting price Contact vendor for pricing [4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/179015/OnBoard-Board-Portal/alternatives/) ## 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 Highly responsive customer support 98% positive reviews out of 214 Most reviewers report customer support as quick, knowledgeable, and proactive in resolving issues and providing guidance. Joel J 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 39% negative reviews out of 107 Some reviewers find page customization restrictive, citing layout inflexibility, slow updates, and challenges with document formatting. Phiwa M Administrator, 51 - 200 employees. "The writing function is bit of a nightmare because you cant freely annotate and highlight function too.." Responsive team collaboration tools 98% positive reviews out of 100 Most reviewers describe team collaboration as efficient, highlighting real-time features and prompt support responses. High and confusing pricing 40% negative reviews out of 65 Some users say pricing is expensive, especially for small organizations, with additional costs for certain features and unclear packages. Centralized document management 95% positive reviews out of 65 Most reviewers find document access convenient, enabling secure, organized sharing and easy retrieval for board activities. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Management 4.7 (151) 72.85% of 151 reviewers that rated this feature as important or highly important It gives you centralized document management, allowing easy upload, organization, and access to board materials. Reviewers indicate it’s simple to manage files, search for documents, and keep everything secure, though some mention editing and large file handling could be smoother. Access Controls/Permissions 4.6 (145) 73.79% of 145 reviewers that rated this feature as important or highly important This capability helps you customize who can view or edit documents and resources. Reviewers appreciate the granular control over permissions, ease of updating access, and ability to restrict confidential materials, though some find setup for new members less intuitive. File Sharing 4.7 (133) 68.42% of 133 reviewers that rated this feature as important or highly important With OnBoard’s file sharing feature, you can securely distribute documents to board members, set permissions, and keep everything in one accessible location. Reviewers appreciate how easy it is to share confidential files, organize resources, and ensure everyone has the latest version. Calendar Management 4.5 (92) 71.74% of 92 reviewers that rated this feature as important or highly important You benefit from calendar management that integrates with Outlook and Google Calendar, centralizing meeting schedules and materials. Some users say it’s easy to set up and keeps everyone informed, but a few mention integration with Zoom and Teams could be improved. Meeting Management 4.7 (78) 82.05% of 78 reviewers that rated this feature as important or highly important OnBoard offers streamlined meeting management, letting you easily upload agendas, compile board books, and update materials in real time. Users think it saves significant time, keeps meetings organized, and makes it simple to prepare and notify participants. Member Directory 4.8 (71) 71.83% of 71 reviewers that rated this feature as important or highly important Comprehensive list that contains information and details of all the members associated with a particular organization or group OnBoard 139 features This capability helps you customize who can view or edit documents and resources. Reviewers appreciate the granular control over permissions, ease of updating access, and ability to restrict confidential materials, though some find setup for new members less intuitive. Track the status of discussed/agreed tasks Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Continuous profile-based stream of news and activity Access event or meeting agenda online A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Uses AI to condense large amounts of text, audio, or video data into a coherent form Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Tools that help educational institutions or fundraising organizations connect with alumni Highlight content and/or make notations about parts of content Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Assign issues and tasks based on availability or required skills Manage attendance for classes, shifts, meetings, or events Process of managing, tracking, and communicating with individuals who are registered to attend an event Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Data is backed up automatically to prevent data loss Use AI to convert voice into text automatically Allows users to publish blogs on social site Group collaboration to solve ideas in a productive and concentrated manner. You benefit from calendar management that integrates with Outlook and Google Calendar, centralizing meeting schedules and materials. Some users say it’s easy to set up and keeps everyone informed, but a few mention integration with Zoom and Teams could be improved. Synchronize with other calendars to view mutual availability and schedules Communicate using direct chat or messages within the system Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Manage a group of members established for coordinating plans, programs, or other initiatives Manage and track all internal and external communication conducted via calls, email, text, or chat Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Notifications received when important dates and deadlines are coming up Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Ability to handle large datasets Protect sensitive data for digital privacy Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Specify or track the date/time a project, task, etc., is due for completion Electronic signing method that validates the authenticity and integrity of a digital document Online forums/groups where users can ask questions, share ideas, best practices, etc. It gives you centralized document management, allowing easy upload, organization, and access to board materials. Reviewers indicate it’s simple to manage files, search for documents, and keep everything secure, though some mention editing and large file handling could be smoother. Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Reminders sent via email Monitor and track what your employees are doing Electronic storage of staff/employee contact information and job status in a centralized repository Online portal where employees can access and track their own information Convert data into a code for security Tracks metrics that provide insight into how a user interacts with any interface or product A list of events with their respective dates Schedule and manage the logistics of activities and other gatherings Plan an event's time and location Create, save, and store files With OnBoard’s file sharing feature, you can securely distribute documents to board members, set permissions, and keep everything in one accessible location. Reviewers appreciate how easy it is to share confidential files, organize resources, and ensure everyone has the latest version. Move files across different systems or networks Designed for alumni organizations and associations Software designed for higher education organizations Software specialized for non-profit organizations Store, manage and track all forms in a centralized location Use AI to generate content in the form of text, images, videos, etc. Compliant with HIPAA, which sets standards for sensitive patient data protection Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Ability to chat online in real time OnBoard offers streamlined meeting management, letting you easily upload agendas, compile board books, and update materials in real time. Users think it saves significant time, keeps meetings organized, and makes it simple to prepare and notify participants. Create and share notes/annotations taken during meetings Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing Comprehensive list that contains information and details of all the members associated with a particular organization or group Database of members to track personal information of individuals and families Communicate using messages within the system Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. Access software remotely via mobile devices Notifications via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage the accounting and financial aspects of multiple locations or companies in a single location Ability of websites, web applications, or mobile applications to function without an active internet connection A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Enable custom polls/voting to facilitate decision-making or increase engagement Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet Arrange tasks based on the level of priority or urgency Tools to facilitate the production of information and promote efficiency Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Measure time to completion or hours worked for projects Estimate or forecast of a future scenario based on the study of present trends Preview and make real-time changes in the web content Files and folders are updated in real-time when changes/edits are made Analyze and gain insights into data in real-time Engage in direct, instant messaging with customers, users, etc. Receive data and information in real time Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Receive system updates as soon as any changes are made Timed notification for any upcoming task, deadline, appointment, or activity Access work applications remotely, for when working away from the office and/or traveling Provide support to your customers and employees remotely over a shared network Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Analyze potential risks across the organization Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Digitally share screen view with others Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Allow users to access multiple services after entering their login credentials once Use your computer as a phone device to make calls over the internet Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation A digital list of items that need to be completed View messages sent by both parties during the chat conversation Extra layer of security that requires not only a password and username but also something specific to that user Presenter can see and hear participants and vice versa Store, modify, and track user accounts and access in a centralized directory Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Record and playback video calls Chat with your counterparts over the video in real time Connect with meeting participants remotely over video Allows users to view videos without downloading media files 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 (1,055) 4.5 Based on 1,055 reviews ## Pricing Value for money 4.6 (863) ### Starting price Free trial available Value for money 4.6 (863) 4.6 Based on 863 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 (962) 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 (962) 4.8 Based on 962 reviews ## User reviews Overall rating 4.7 Based on 1,055 reviews Filter by rating 5(764) 4(260) 3(27) 2(3) 1(1) Mentioned topic Sorted by most recent 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. YZ Youssef Z. Head of Department Higher Education ### "Provides easy version control for board documents" 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 26, 2025 Pros We've used OnBoard to keep our board aligned in a very practical way. It does a nice job of document sharing and meeting coordination and the secure access for members ensures confidentiality. Cons I did not like that some external calendars weren’t perfectly integrated so I had to do manual data crosses. 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. IM Ilkin M. Chief Medical Officer Sports ### "Helps to keep our board meetings focused" 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 20, 2025 Pros With OnBoard 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 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. SS Sara S. Manager, Board Affairs Non-Profit Organization Management ### "OnBoard vs. Diligent Boards" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 April 14, 2025 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 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 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. [View all Reviews](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Popular comparisons [BoardPro vs OnBoard](https://www.capterra.com/compare/164493-179015/boardPro-vs-OnBoard-Board-Portal)[Diligent Boards vs OnBoard](https://www.capterra.com/compare/149069-179015/Diligent-Boards-vs-OnBoard-Board-Portal)[Wrike vs OnBoard](https://www.capterra.com/compare/76113-179015/Wrike-vs-OnBoard-Board-Portal)[BoardEffect vs OnBoard](https://www.capterra.com/compare/151082-179015/BoardEffect-vs-OnBoard-Board-Portal)[Knowa vs OnBoard](https://www.capterra.com/compare/179015-200956/OnBoard-Board-Portal-vs-Knowa)[Boardable vs OnBoard](https://www.capterra.com/compare/179015-221109/OnBoard-Board-Portal-vs-Boardable) [Convene vs OnBoard](https://www.capterra.com/compare/133609-179015/Convene-vs-OnBoard-Board-Portal)[Bitrix24 vs OnBoard](https://www.capterra.com/compare/113540-179015/Bitrix24-vs-OnBoard-Board-Portal)[Govenda vs OnBoard](https://www.capterra.com/compare/155329-179015/BoardBookit-vs-OnBoard-Board-Portal)[BoardPAC vs OnBoard](https://www.capterra.com/compare/153900-179015/BoardPAC-vs-OnBoard-Board-Portal)[Nasdaq Boardvantage vs OnBoard](https://www.capterra.com/compare/154125-179015/Nasdaq-Boardvantage-vs-OnBoard-Board-Portal)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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