--- 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 September 17, 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 1,069 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Pros & cons Responsive customer assistance Real-time collaborative platform Limited page customization options High cost for features 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... Rating Breakdown 4.7 +− Features4.5 Value for Money4.6 Ease of Use4.6 Customer Service4.8 Rating Breakdown 4.7 Features4.5 Value for Money4.6 Ease of Use4.6 Customer Service4.8 ## OnBoard Reviewers Verdict Updated September 2026 AI summary - OnBoard is well suited to organizations and boards seeking efficient meeting management and secure team collaboration. - Reviewers are positive about its agenda creation tools, centralized document sharing, and responsive support. - It helps teams coordinate meetings, share materials, and stay organized with less manual effort. - Buyers may need to accept some trade-offs around page customization, permission complexity, and occasional upload challenges. - OnBoard fits boards or committees prioritizing collaboration and document access, but may be less ideal for those needing extensive customization or advanced resource controls. ## 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 [4.4 (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 [4.7 (128)](https://www.capterra.com/p/221109/Boardable/reviews/) Starting price $20.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% 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 board-management bottlenecks by replacing scattered emails, printed board books, and outdated file versions with a secure portal for agendas, approvals, meeting materials, and historical records. Board administrators, executives, directors, and committees benefit most by speeding meeting prep, controlling document access, supporting remote participation, and reducing manual follow-up. Answer based on 532 reviews Overview ### Which roles and teams benefit most from OnBoard? OnBoard is most used by executive assistants, administrative teams, and board support staff who manage agendas, meeting materials, and director communications. C-suite leaders, presidents, and executive directors rely on it for board governance, decision-making, and secure collaboration, while chiefs of staff, corporate secretaries, and office managers streamline approvals, records, and meeting follow-through. Answer based on 1057 reviews Overview ### What company size and industries is OnBoard built for? OnBoard is built for boards, executives, administrators, corporate secretaries, general counsels, and IT leaders, with 67% of reviewers from small businesses and 24% from nonprofit organizations. It also serves midsize businesses at 22% and enterprises at 10%, with strong adoption in banking at 19% and higher education at 9%. Answer based on 1058 reviews Features and Usability ### What are the key features of OnBoard? OnBoard includes core board meeting tools like agenda management, meeting preparation tools, minutes management, and document management with annotations and archiving. Differentiating features include polls/voting, electronic signature, role-based permissions, and Zoom-based video conferencing. Reviewers also frequently mention board member management, calendar access, and mobile access. Answer based on 492 reviews Integrations ### Which third-party tools and platforms does OnBoard integrate with? OnBoard integrates with 11 third-party tools, with reviewer-confirmed connections for Microsoft Outlook, Zoom Meetings, Zoom Workplace, and Microsoft 365. Official integrations also include Microsoft Teams, Microsoft Exchange, Microsoft Entra ID, Google Drive, Okta, OneLogin, and Google Authenticator, covering calendars, meetings, storage, identity, and access management. 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 in-person training, live online sessions, webinars, videos, and documentation available. Reviewers say board members, trustees, and nontechnical users often get comfortable fast, sometimes with minimal training, while admins typically need more time for permissions, templates, advanced features, and initial setup. 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, knowledge base, phone support, 24/7 live representatives, and chat. Users generally describe support as fast, helpful, and hands-on during setup, training, and issue resolution. A few mention weaker documentation, occasional search friction in guides, and slower responses or delays on some urgent or complex issues. Answer based on 236 reviews Security ### How does OnBoard handle data security and access control? OnBoard protects board data with a secure, centralized portal, granular role-based permissions, read/write and read-only controls, two-factor or multi-factor authentication, encryption, controlled logins, and options to prevent downloading or printing sensitive materials. Reviewers note permissions can be cumbersome, easy to misconfigure, and sometimes require repeated setup across meetings and resources. 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 customer assistance 98% positive reviews out of 216 Most reviewers appreciate customer support, highlighting quick responses, helpful guidance, and ongoing assistance throughout usage. 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 reviewers find page customization restrictive, noting difficulties with layout flexibility, document formatting, and navigation controls. Phiwa parden M. Administrator, 51 - 200 employees. "The writing function is bit of a nightmare because you cant freely annotate and highlight function too.." Real-time collaborative platform 98% positive reviews out of 101 Most reviewers describe team collaboration as seamless, enabling real-time teamwork, communication, and coordination across locations. High cost for features 40% negative reviews out of 65 Some users say pricing is expensive, especially for small organizations, with add-ons and license expansions increasing costs. Centralized document management 95% positive reviews out of 65 Most reviewers find document access efficient, allowing secure, organized, and convenient sharing for all board members. ## Features AI summary Based on 1,226 Board Management reviews Capterra data shows that buyers of board management software rank the following features as their top priorities: - **Meeting Management** (**52%** of reviewers rated this feature as critical) - **Secure Data Storage** (**66%**) - **Committee Management** (**54%**) OnBoard supports all three features that reviewers rate most highly: **Meeting Management**, **Secure Data Storage**, and **Committee Management**. Together, these capabilities help organizations run board meetings more efficiently, protect sensitive governance materials, and keep committee work organized, allowing teams to improve oversight, coordination, and decision-making. Secure Data Storage 4.8 (49) 85.71% of 49 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Audit Trail 3.8 (6) 16.67% of 6 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Third-Party Integrations 4.2 (15) 60.00% of 15 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Task Management 3.7 (10) 20.00% of 10 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Document Management 4.7 (157) 73.25% of 157 reviewers that rated this feature as important or highly important It helps you store, organize, and manage all board documents in one place. Reviewers indicate uploading, searching, and updating files is straightforward, with secure access and helpful search functions. Some users mention difficulties with large files and editing shared amendments. Access Controls/Permissions 4.6 (156) 75.64% of 156 reviewers that rated this feature as important or highly important This aspect lets you customize who can view or edit documents and resources. Reviewers appreciate the intuitive controls, easy setup, and flexibility for committees. Some users report confusion when assigning permissions and wish for improved handling of new member access. OnBoard 141 features ### All Features - Access Controls/Permissions: This aspect lets you customize who can view or edit documents and resources. Reviewers appreciate the intuitive controls, easy setup, and flexibility for committees. Some users report confusion when assigning permissions and wish for improved handling of new member access. - 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 get a centralized calendar for scheduling and tracking meetings, with integration options for Outlook and Google Calendar. Reviewers find it easy to organize events and keep members informed, though some mention issues with Zoom integration and multi-time zone management. - 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 helps you store, organize, and manage all board documents in one place. Reviewers indicate uploading, searching, and updating files is straightforward, with secure access and helpful search functions. Some users mention difficulties with large files and editing shared amendments. - 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 organizing, granting permissions, and accessing files, noting it saves time and streamlines collaboration among 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 run meetings. Users think it simplifies agenda creation, document linking, and meeting book compilation, saving time and reducing frustration. Reviewers highlight its user-friendly navigation and ability to keep meetings focused and organized. - 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 (1,069) 4.5 Based on 1,069 reviews ## Pricing Value for money 4.6 (876) 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 (876) 4.6 Based on 876 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 (976) 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 (976) 4.8 Based on 976 reviews ## User reviews Overall rating 4.7 Based on 1,069 reviews Filter by rating 5(774) 4(264) 3(27) 2(3) 1(1) Mentioned topic Sorted by most recent JS Joseph S. Executive Manager for Governance and Administration Oil & Energy ### "OnBoad accessible, safe, and userfriendly. " 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 September 17, 2026 I have not encountered any issues with OnBoard. There are many features and the features I'm using fit my needs. Pros OnBoard has everything in one platform and accessible from anywhere over years. It becomes the single source of truth for all meetings. Cons Sometimes it is difficult to use platform when Internet connection is limited. However, when connection is strong, the platform works seamlessly. 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. KS Kelly S. Senior Executive Assistant to the President and COO Higher Education ### "OnBoard makes onboarding trustees 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 September 16, 2026 I have participated in Webinars speaking about OnBoard with colleagues as well as taken tutorials to stay updated on features. In every aspect, they listen, are intuitive and communicate thoroughly in every aspect. Pros From research of board platforms to the subscription, OnBoard has stood out for communication, awareness of needs, support of the customer and follow up. All have been outstanding. Cons We have a few things I would like to see changed in terms of forms that can be upload. IE. conflict of interest forms. It is cumbersome to use these in the portal for signing and tracking. This could definitely be improved. 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. JG Jessica G. Director of Board Operations Higher Education ### "A professional and effective solution for board governance" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 16, 2026 Its excellent customer support ensures a seamless transition for all users. Overall, OnBoard delivers a professional and effective solution for board governance, meriting strong recommendation. Pros OnBoard provides a highly intuitive interface and advanced AI-driven features that significantly optimize board meeting management. The platform enables efficient creation of agendas and meeting books, effectively reducing email volume and supporting streamlined collaboration. There are minimal bugs and issues that come up on the user-end and if any, issues are resolved quickly. Cons The platform cost can be on the more expensive side, depending on the number of users you have and the features selected which are add-ons. Their customer service team is willing to work with you and can give you free trials of features before you purchase them. 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. JM Julie M. VP Commercial Administrative Services Manager Banking ### "User Experience Feedback for OnBoard" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 16, 2026 I appreciate the ease of use of OnBoard, including the Resource section. The platform is user-friendly, easy to navigate, and organized in a way that makes information easy to locate. The layout is clean and readable, and our board members have had no complaints with the system. Pros Agenda preparation is highly streamlined. Once the template is copied, the corresponding attachments are added, making the process both simple and efficient. Cons 1\. I believe calendar organization could be improved for recurring governance meetings. Currently, I must search for the keyword "board" each time I need to locate a current or historical Board meeting. Because I frequently reference prior Board meetings, it would be helpful to have Board meetings organized in a dedicated location by year (e.g., Board Meetings > 2026, 2027, etc.). Having all Board-related meetings grouped together would reduce the need to repeatedly search and would make referencing historical meetings much more efficient. 2. When preparing minutes, any change to the structure, such as adding or deleting a section, requires the minutes to be recreated from scratch. This is inefficient and results in unnecessary time spent repeating work that has already been completed. The ability to update only the modified section would be a valuable enhancement. 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. Kellie M. Director of Finance and Operations Higher Education ### "Intuitive for both admins & end-users" 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 September 16, 2026 We are extremely happy with OnBoard and the value it has brought to our board-management process. The platform is intuitive, reliable, and easy to use for both administrators and board members. For administrators, OnBoard makes it simple to prepare meeting materials, organize agendas, distribute board books, manage updates, and keep everything in one secure, accessible location. It has streamlined many of our processes and reduced the time spent coordinating documents and communications. Our board members have also responded very positively to the experience. They can easily access meeting information, review materials, participate in discussions, and stay organized without needing extensive training or technical support. The interface is clean and user-friendly, which has helped encourage adoption across a range of comfort levels with technology. Overall, OnBoard has made our board operations more efficient, professional, and organized. We would highly recommend it to any organization looking for a dependable and user-friendly board management solution. Pros OnBoard is intuitive, secure, and easy to use for administrators and board members. It streamlines agenda and board-book preparation, keeps meeting materials organized in one location, supports paperless governance, and makes it easy for members to access materials from any device. Cons There can be a short learning curve for users transitioning from paper packets or less structured processes, and smaller organizations may need to weigh the subscription cost against their board-management needs. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Users were confused by BoardEffect and did not want to use the system Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) [Boardable](https://www.capterra.com/p/221109/Boardable/) Reasons for choosing OnBoard Ultimate ease of use and intuitveness for end users 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. Erika R. Office and Facilities Manager Non-Profit Organization Management ### "You will love OnBoard" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 14, 2026 We moved to OnBoard from a system that had constant issues. Board members and staff were frustrated and often would work around the platform. We were also accessing the previous platform, our internal drives, and Microsoft which lead to lost data and extra work on the admin side of things. Pros OnBoard makes it easy to have everything you need in one place. No need for multiple platforms or programs to which makes everyone's role easier. Cons The only thing that is a challenge is having to set up authorization for each folder and vote. I wish that part was a little more streamlined. 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. Heather S. Board Liaison Financial Services ### "Executive Assistant and Board Liaison" 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 September 11, 2026 Overall, my experience with OnBoard has been extremely positive. The platform has helped modernize our governance processes and has become an essential tool for board administration. It has saved time, improved organization, enhanced communication with directors and committee members, and reduced the administrative burden associated with meeting preparation. The company continues to invest in improvements and provides excellent educational opportunities to help administrators maximize the platform's capabilities. I would highly recommend OnBoard to organizations looking for a comprehensive board management solution. Pros OnBoard has transformed how we prepare for and manage board and committee meetings. The platform is intuitive, easy to navigate, and provides a centralized location for agendas, board books, meeting materials, surveys, and minutes. The ability for board members to access materials from any device, annotate documents, and collaborate securely has significantly improved efficiency and engagement. The customer support team is also responsive, and the ongoing webinars and training resources are very helpful. Cons There are a few administrative functions that could be more streamlined. For example, moving agenda items between meetings requires additional manual effort, and there are limited customization options within certain templates. At times, member management can be confusing, particularly when deactivated users continue to appear in certain areas of the platform. Some repetitive setup preferences, such as board book display settings, would benefit from the ability to save default selections. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reasons for choosing OnBoard We evaluated several board management solutions, including Diligent, BoardEffect, and Boardable, but ultimately selected OnBoard because of its ease of use, intuitive interface, and strong meeting management capabilities. Our board members adapted quickly to the platform, and the administrative tools for agendas, board books, surveys, annotations, and minutes were more streamlined for our needs. OnBoard provided the right balance of functionality, user experience, and support without the complexity that some competing platforms presented. 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. BH Belinda H. Director, Contract Operations Executive Affairs Non-Profit Organization Management ### "AGCS Review of OnBoard" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 3, 2026 Overall, my experience with OnBoard has been very positive. The platform is user-friendly, well-organized, and provides a convenient centralized location for board documents, meeting materials, and other important information. It has helped streamline our board administration by making materials easier to organize, access, and reference when needed. While pricing can be a challenge for a nonprofit organization operating within a limited budget, I believe OnBoard provides valuable functionality that supports efficient board management and good governance. Pros What I like most about OnBoard is the ability to keep all board-related documents and information organized in one centralized location. The platform makes it easy to access meeting materials, reference previous documents, and maintain an organized record of board activities. Its user-friendly design has made managing and retrieving board information much more efficient. Cons As a nonprofit organization, we must be intentional about how we allocate our financial resources and ensure that administrative expenses provide sufficient value to the organization. While OnBoard is an effective and valuable platform, the pricing can place additional pressure on a nonprofit’s operating budget. Higher technology and administrative costs can reduce the resources available to support programs, services, and other mission-focused priorities. More flexible nonprofit pricing, discounted rates, or scalable options would help organizations like ours continue to benefit from the platform while maintaining responsible stewardship of limited resources. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reasons for choosing OnBoard We considered BoardEffect as an alternative but ultimately chose OnBoard because we felt it offered a more user-friendly experience and better met our needs for organizing and managing board materials. OnBoard provides a centralized location where board members and staff can easily access meeting materials, governance documents, and other important information. The platform’s organization, accessibility, and ease of use were key factors in our decision. 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. BL Ben L. CEO Health, Wellness and Fitness ### "OnBoard first impressions" 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 9/10 September 3, 2026 Very Positive and productive, easy to use and even the board with minimal training and exposure are enjoying the experience Pros I like the way the board have access to board papers in an orderly fashion, the board appreciate they do not have to go from document to document Cons I would like to be able to run the meeting with the agenda timeline but present as per the book as I find during the meeting jumping in and out of documents distracting Alternatives considered [BoardPro](https://www.capterra.com/p/164493/boardPro/) Reasons for choosing OnBoard The ease of use and friendly team that were very helpful and features seemed to be what we wanted 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. AW Athena W. Office Coordinator Higher Education ### "centralized board management in one place " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 2, 2026 my overall experience with onboard has been positive. the platform makes it easy to organize board materials, access important documents, and manage meetings in one centralized location. while there is a slight learning curve with some features, overall it has been a useful and efficient tool for supporting board communication and organization. i think once you get the hang of it, its pretty easy. people who has never used onboard might get confused to be honest because there is a certain way to navigate stuff. Pros what i liked most about onboard was how easy it made it to organize board materials, manage meetings, and keep everything in one centralized location. the platform is user-friendly, efficient, and makes communication and collaboration with board members much easier. Cons what i liked least about onboard was that some features could be a little difficult to navigate at first, and certain processes took more steps than expected. there was also a slight learning curve when getting familiar with all of the platform’s features and settings. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) they switched but i never got to see how that product played out 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. 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