--- title: "Diligent Boards Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Diligent Boards the right Board Management solution for you? Explore 341 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/149069/Diligent-Boards/reviews/" page_type: "reviews" language: "en" --- Diligent Boards 4.7 (341) [View alternatives](https://www.capterra.com/p/149069/Diligent-Boards/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 16th, 2026 # Reviews of Diligent Boards Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews EO Erick O Director, TechnologyInsurance, 201 - 500 employeesUsed the software for: More than 2 years. “To date DB has proven to be reliable and secure solution for board management, streamlining corporate document sharing, meeting preparation, and governance processes. While there is a learning curve for new users, the platform’s efficiency, strong security protocols, it is like using MS OneNote.“ December 20, 2024 AK Andrei K Chief Executive Officer and Co-FounderInformation Technology and Services, 201 - 500 employeesUsed the software for: More than 2 years. “Even though the platform is extremely feature rich, in my opinion the UI looks a bit excessive when you are trying to find a setting or document for the first time.“ June 24, 2026 JG John G Executive AssistantMarketing and Advertising, 10,001+ employeesUsed the software for: More than 2 years. “It makes it possible for us to construct and distribute documents for our Board in a quick and efficient manner, from wherever we may be working.“ October 18, 2024 AK Andrei K Chief Executive Officer and Co-FounderInformation Technology and Services, 201 - 500 employeesUsed the software for: More than 2 years. “Also, there has been a lot of lag while uploading large financial PDF's or when I need to update the board book in quick succession before the meeting.“ June 24, 2026 JG JOHN G Board MemberInsurance, 51 - 200 employeesUsed the software for: More than 2 years. “It helps organize my board service in one location including archive material, current material and other resources.“ December 23, 2024 HK Huda K Rebel and Founder Co-CEO Huda BeautyMarketing and Advertising, 201 - 500 employeesUsed the software for: More than 2 years. “The user interface is very understated and rigid, contrasting sharply with the creative and colorful world of cosmetics.“ July 20, 2026 AK Andrei K Chief Executive Officer and Co-FounderInformation Technology and Services, 201 - 500 employeesUsed the software for: More than 2 years. “This has made it much simpler for the board members to be able to access what they need prior to discussing.“ June 24, 2026 CS Cheryl S Corporate Law ClerkReal Estate, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “If I am replacing a file that has a different number of pages, it will not allow me to do so and still keep notes that have been written by board members.“ December 18, 2024 ## Showing most helpful reviews Showing 1-25 of 341 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Susan O. Independent Director Retail Used the software for: 2+ years ### "Easy & secure" December 18, 2024 5.0 Overall, a secure place to keep all of our Board data in one place. Easy gif new Board members to review old materials for onboarding. Pros It’s a safe pls e yo organize our documents. Cons If not configured correctly with the right “books” it can be hard to find materials. I hate that our administrator has it looked down to not print. Hard for 10ks and 10Qs Review Source PG Pooja G. Manager Computer Software Used the software for: 1-2 years ### "I maintain consistency by continuing to carry out board duties and keeping things moving" December 27, 2025 4.0 As I've started “not flipping through the organized piles of board materials” in preparation for my meetings, using Diligent Board but one secure repository to manage everything has been a game changer for me. Diligent Boards certainly helped make my board process more consistent and therefore predictable and easier to administer. Pros I use Diligent Boards is for preparing and disseminating the Board Books, structuring the agenda and aggregating all the documentation pertinent to a meeting into a single location. As part of my new regular routine, I upload documents and update the board books close to the time of the meeting so that directors can find the information they need both prior to and during each meeting. Cons Although certain aspects of the interface are somewhat antiquated and some of the features such as Search etc, take a bit of time to get used to. And there is an occasional lag during peak times of the day when I’m trying to push through rapid fire updates. Switched from [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Nasdaq Boardvantage is more costly than Diligent Boards. Review Source HK Huda K. Rebel and Founder Co-CEO Huda Beauty Marketing and Advertising Used the software for: 2+ years ### "Diligent Boards, for presenting our strategic marketing plans" July 20, 2026 5.0 Pros Diligent Boards provides a highly secure framework for centralizing these confidential strategic presentations. Offline document viewing on tablets, private annotation capabilities, and granular access control simplify executive meeting preparation. Cons The user interface is very understated and rigid, contrasting sharply with the creative and colorful world of cosmetics. For marketing professionals accustomed to modern collaborative tools, navigation can feel austere. Review Source TZ Tamra Z. Paralegal Pharmaceuticals Used the software for: 6-12 months ### "Dashboards are good" December 20, 2024 2.0 Not very user friendly, should be easier to navagate. Pros Dashboards are customized, everything is right there. Cons Customizing the dashboard is extremely difficult. Alternatives considered [Board Matters Board Management](https://www.capterra.com/p/151902/Board-Management/) Reason for choosing Diligent Boards My \[sensitive content hidden\] felt it was more in line with what larger companies use. Review Source AK Andrei K. Chief Executive Officer and Co-Founder Information Technology and Services Used the software for: 2+ years ### "Using Diligent Board Makes Preparing Monthly Meeting Packs Much Easier" June 24, 2026 5.0 The platform solves the problem of maintaining accurate versions of our board materials including but limited to our voting history, meeting schedule and minutes. By reducing my administrative time spent on manually coordinating tasks, this platform has greatly reduced the time spent on these functions. The platform allows all of us to remain on the same page, because we are never viewing outdated information. Pros I primarily use Diligent Boards to prepare the monthly board meeting packages (which include confidential financial data) to send to the senior leadership team. With using multiple email attachments for each document; I like the fact that I am able to create an entire board meeting package in one central location and then simply drag and drop documents as needed. This has made it much simpler for the board members to be able to access what they need prior to discussing. Cons Even though the platform is extremely feature rich, in my opinion the UI looks a bit excessive when you are trying to find a setting or document for the first time. Also, there has been a lot of lag while uploading large financial PDF's or when I need to update the board book in quick succession before the meeting. Review Source RN Rafael N. Legal Specialist Internet Used the software for: 6-12 months ### "Diligent Review - RNC" December 18, 2024 5.0 Pros Most important is the fact that Diligent Boards is a secured platform that shares the information between the whole board avoiding diferences on the amount of information to each member of the board. Cons During the implementation phase, some members of the board were already had their e-mails registered in the platform. So, to link the same e-mail in different organisations, Diligent required the user approval and that the user informed the organisations which he/she had the e-mail registered. As this information is pointless for the person that is implementing the platform (me) and for confidentiality matters this same person should never had the information, I understand Diligent should check this information by itself or exclude this requirement, keeping only the user's formal approval for linking the e-mails. Alternatives considered [Atlas Governance](https://www.capterra.com/p/216117/Atlas-Governance/) Reason for choosing Diligent Boards Company's shareholders already used Diligent. Review Source EO Erick O. Director, Technology Insurance Used the software for: 2+ years ### "Diligent: Enterprise Board Document Management" December 20, 2024 4.0 To date DB has proven to be reliable and secure solution for board management, streamlining corporate document sharing, meeting preparation, and governance processes. While there is a learning curve for new users, the platform’s efficiency, strong security protocols, it is like using MS OneNote. Pros User friendly interface with intuitive navigation, making it easy to access and manage board confidential documents. Its security is robust. Cons Some of our users may find the initial setup and onboarding process time consuming. Additionally, occasional system updates can temporarily affect usability, viewing videos or quality of graphics in word documents at times might be problematic. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) We needed something that provided the require security, separation of duties and flexibility from any platform Review Source SB Steve B. Director, Corporate Development Mining & Metals Used the software for: 2+ years ### "Diligent Boards is great for creating and sharing content with Board of Directors" December 18, 2024 5.0 Overall it has been a very good product that our board members are happy with. There are other features we have yet to take advantage of. Pros Well recognized and familiar platform for hosting board materials for review by directors, with multiple product offerings and 24/7 support. Also, it is a secure, MFA protected way to share content securely rather than sharing it by email. Cons Support is sometimes not timely enough when emailing the day-to-day account reps or teams allocated. Alternatives considered [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)[DiliTrust](https://www.capterra.com/p/205615/DiliTrust-Governance/) Reason for choosing Diligent Boards Most familiar and popular amongst our directors. Review Source SS Sara S. Manager, Board Affairs Non-Profit Organization Management Used the software for: 2+ years ### "Love Diligent Boards!" December 18, 2024 5.0 Pros Using it as a repository of information for our trustees. Cons The fact that OneClick will be disabled at some point. I also do not like that you cannot add placeholder names to the files that are uploaded online. Alternatives considered [OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/) Reason for choosing Diligent Boards Loyalty of service and length of use with Diligent Review Source LB Lauren B. Project Team Lead and Trustee Executive Financial Services Used the software for: 2+ years ### "A Safe Old School Platform" November 28, 2024 4.0 Generally good - it's certainly up there as one of the preferred platforms used by our clients and our internal team. However I do feel they need to seriously compare their offering to others now available on the market to make sure they don't fall behind. Pros A few years ago, Diligent was certainly the preferred provider. Although since the move of all historic Diligent-owned platforms (Board Effect etc) it feels as though there hasn't been a lot of investment in developing the platform to make sure it keeps up with peers. Cons Compared to other current platforms, it's quite clunky, especially building packs and navigating through them in meetings. The pricing structure also doesn't work for a number of our clients who are now looking to other platforms who provide different fee formats. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) A number of our clients hold both direct contracts with Diligent Boards whilst a number of them were automatically moved from historic platforms such as Board Effect. Review Source KK Kevin K. Project Manager Insurance Used the software for: 2+ years ### "Must have products for boards" October 18, 2024 5.0 Great product for supporting several boards Pros Ease of use. Secure place to keep board materials. Cons Price per user. Difference between app and web version. Switched from [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Before my time. I was not involved in the transition Review Source SB Stacey B. Senior Corporate Governance Manager Oil & Energy Used the software for: 2+ years ### "Excellent product for Board books" January 13, 2025 5.0 Have been extremely happy as a client of Diligent for over 15 years. Pros User friendly admin experience and love the search feature. Cons Losing user notes when having to replace a document. Review Source NG Nicole G. Sr. Manager Farming Used the software for: 2+ years ### "Great Platform" December 31, 2024 5.0 Very happy, no complaints - would recommend. Pros Easy to use, very helpful customer service and a dedicated team to ensure our company has what it needs Cons The price is a bit steep if you're a limited user of the platform, but there are many training opportunities to see everything Diligent has to offer to make the most of your subscription. Alternatives considered [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Reason for choosing Diligent Boards Diligent matched the pricing of Boardvantage Review Source JP Jennifer P. Sr. Auditor Insurance Used the software for: I used a free trial ### "Sr. Auditor" December 18, 2024 5.0 I have not been able to use the product in my current organization, but I have taken many courses, and it is something I would want to approach my department head to review in the future. Pros The learning modules have demonstrated the ease and confidence of safeguarding the organization's sensitive documents from evolving threats such as cyberattacks. It also provides steps for evaluation in improvements and adopting strategies to increase productivity. Cons I do not have any complaints or concerns at the moment, and it seems that there are many transformative action items that the software can bring. I would be interested in how the process for adoption and quick access to customer service. Review Source mS mike S. VP Banking Used the software for: 2+ years ### "Diligent - solid system" December 18, 2024 4.0 Good system that's relatively easy to use. Support is usually quite helpful as well. Pros fairly intuitive system, clean interface. Cons replacing, updating and re-linking docs can be confusing. Would be great to have a certain amount of free read only logins. Review Source KM Kseniya M. Senior Vice President Banking Used the software for: 2+ years ### "Good system" December 18, 2024 4.0 Pros The system is user friendly, I like the ability to add notes and highlight. Cons Sync process takes a while. The system often requires a reset of the password. Review Source MB Michael B. Compliance Specialist and Corporate Counsel Medical Devices Used the software for: 1-2 years ### "Michael Bruckner AVITA Review" December 18, 2024 4.0 My experience with Diligent Board has been extremely positive. We our very happy with the software and it is a massive upgrade from what we were previously using. Pros I love the simplicity and how user-friendly the software is Cons I wish that we had the ability to edit documents within diligent once they've been uploaded Switched from [Govenda](https://www.capterra.com/p/155329/BoardBookit/) to upgrade to a more easy-to-use software Review Source TH Tracey H. Executive Assistant Hospital & Health Care Used the software for: 2+ years ### "Easy to use and the customer service is phenomenal!" December 18, 2024 5.0 Diligent has great customer service--they are very responsive and easy to work with. Pros It is really easy to use and it saves a lot of paper because our members can read the documents online. Cons I cannot think of any--it is very user friendly! Review Source BC Bobbie C. Executive Assistant to CFO and Capital Markets Real Estate Used the software for: 2+ years ### "Diligent Board: Intelligent and User-Friendly Platform for Board Materials!" October 21, 2024 5.0 My overall experience with Diligent Boards is one of the best I have ever had! I have worked with corporate boards for over 25 years and this is by far the most "intelligent" platform I have ever used. Being able to construct a board book, make changes, control the access of not only the book but of individual documents and having multiple platforms to view materials (web, mobile, etc.) make Diligent a hands-down choice for me. Pros Easily customizable to accommodate individual boards User-friendly, even for those with limited technical skills Signature voting for \[sensitive content hidden\] to approve consents/resolutions and other documents Cons Replacing a document with annotations is a challenge - the system is designed to maintain the integrity of the document and keep the notes on each designation page. It would be helpful if there was a way for \[sensitive content hidden\] to make notes within a document and the notes would transfer as a "notes page" to accompany the document and allow for replacements or updates without losing the notes. Review Source TS Tara S. Board Liaison Utilities Used the software for: 6-12 months ### "Great product for our Board!" December 18, 2024 5.0 We have had a great experience with Diligent so far and look forward to taking advantage of product enhancements and upgrades in the future! Pros I like all of the functionality and how easy it is to use and learn. Cons I think they are a bit slow/behind on upgrades that are promised. Review Source JB Jim B. manager Insurance Used the software for: 1-2 years ### "Great Product" December 18, 2024 4.0 very easy to use, all users are happier with the product Pros Easy to use and implement across multiple internal and external users Cons There are no cons as of now. We have had a good experience. Review Source VR Verified Reviewer Director Banking Used the software for: 2+ years ### "A very good product, one minor complaint" October 18, 2024 5.0 I have used for many years across numerous companies. all experience has been good except for navigation on a desktop Pros load on multiple devices; syncs; ease of marking up docs. fast load and sync Cons 1\. on desktop the navigation is quirky. sometimes pg up/down, sometimes the arrows, sometimes nothing works to move the pages qkly 2. sometimes auto sync dsnt work and I have to "update" 3. price Review Source DG David G. IT Auditor Consumer Goods Used the software for: 2+ years ### "Great tool for documentation porpuses" October 21, 2024 5.0 So far so good. I have been using the tool for 3 years now Pros Easy to navigate and great for documentation porpuses Cons Requires a autosave feature, sometimes the session is disconnected and the changes are not saves Review Source TW Ted W. Independent director Financial Services Used the software for: 2+ years ### "Very useful but needs some improvement " October 18, 2024 4.0 Have been using since inception. Overall it’s very useful. One feature that I have been suggesting is automatic accessing pages. In other words, a leader could be looking at a page and all other attendees would see the same page automatically. Pros Organization , ease of access.Previously we used printed board books so this is a vast improvement. Cons Page numbers are not tied to headers so jumping from section to another is challenging. Review Source BS Brian S. Director of Internal Audit Financial Services Used the software for: 2+ years ### "Helped organize information to our Board" October 20, 2024 4.0 Our Board has been utilizing Diligent for twelve years. It was a easy learning curve for our Board and an effective method of secure communication. Was a wise governance decision. Pros Allows our Board to vote and sign documents outside of an in-person meeting. Utilize the reference center to keep key reference material available to our Board members. Utilize Questionnaires section for various Board reporting items such a expense reports and Conflict of Interest Disclosures. Cons When using Questionnaires for Disclosures the printouts are difficult to read (can have page breaks through responses, etc.) Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.