# Compare BoardEffect vs OnBoard 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare BoardEffect and OnBoard based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/151082-179015/BoardEffect-vs-OnBoard-Board-Portal

---

# BoardEffect vs OnBoard Features and Cost Comparison

Last updated March 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

BoardEffectOnBoard2/4 selected

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[4.7 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

[## BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.2

Functionality

4.2

Ease of Use

4.3

Customer Service

4.4

Reviews Sentiment

JR

Based on [127 reviews](#user-reviews)

Positive

115

Neutral

5

Negative

7

[## OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[4.7 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.6

Functionality

4.5

Ease of Use

4.6

Customer Service

4.8

Reviews Sentiment

Based on [1,055 reviews](#user-reviews)

Positive

1,024

Neutral

27

Negative

4

## Summary

* * *

Features in Board Management Software

Best performer

39 / 41

Only BoardEffect

-   Compliance Management
-   For Healthcare
-   Self Service Portal

38 / 41

Only OnBoard

-   AI Copilot
-   Automatic Transcription

User satisfaction

User satisfaction

4.4

User reviews[127](https://www.capterra.com/p/151082/BoardEffect/reviews/)

Ease of use

4.3

Functionality

4.2

Value for money

4.2

Customer support

4.4

User satisfaction

4.7

User reviews[1,055](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

Ease of use

4.6

Functionality

4.5

Value for money

4.6

Customer support

4.8

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

It is designed for nonprofits, higher education institutions, community healthcare organizations, credit unions, community banks, and more.

Best for

Board of directors, board administrators, executive administrators, C-level executives (CEO, President, CFO, CIO/CTO, COO, CMO), IT leaders, Corporate Secretaries, General Counsels.

## User reviews

Pros & cons

JR

Jamie R.

Human Resources Manager and Corporate Secretary

> "BoardEffect has significantly improved our Board process; creating consistent Board packets, a library to house important..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851768)

SG

Sheila G.

Administrative Coordinator

> "I don't like that you can't alter a survey once you've received a response, and the fact that the server goes down at the..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6868904)

AR

Amanda R.

Executive Assistant

> "I like the ability to have multiple rooms for different committees within one platform, and the ability to keep documents..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851739)

BM

Bonnie M.

HR

> "Since the transition in early fall, my senior leadership has been unable to access a link to upload their monthly reports..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#SoftwareAdvice___7081953)

CC

Christi C.

Director

> "BoardEffect enables our nonprofit organization to effectively communicate and allows board members the agency to cross..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6852193)

BM

Bonnie M.

HR

> "I requested a customer service rep/account rep who is located in the US for the ability to communicate during working..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#SoftwareAdvice___7081953)

MJ

Malik J.

Administrative Director

> "I appreciated being able to access the full calendar, RSVP to meetings, and check agendas right from my phone, especially..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6831900)

IL

Ilona L.

GC and Corporate Secreatry

> "There are so many ways to organize the folders and the links to different folders then become very confusing. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101504)

CB

Carrie B.

Executive Administrative Assistant

> "I like that we can have a central, shared, document repository accessible to our board members for upcoming and past..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851819)

CC

Charles C.

Admin

> "Constant issues with platform bugs, customer service would answer to tickets but not fix issues, not easy for board to..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6644868)

SL

Stephen L.

Operations Manager

> "I appreciate how I can customize the landing page so that I can store files in different workrooms for committees."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851726)

IL

Ilona L.

GC and Corporate Secreatry

> "it is also difficult for our board to navigate the tool and it is not as collaborative as we would have liked it to be"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101504)

CS

Cathy S.

Executive Secretary

> "I love that we are saving the environment using less paper, and that communication and meeting notifications can all be..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851725)

KP

Kim P.

Executive Admin

> "I have asked repeatedly to speak with our CSM and never get a call and cannot reach out directly because there is no phone..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101462)

DD

Donna D.

President

> "It allows us to keep all of our Board documents in one location."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851961)

KP

Kim P.

Executive Admin

> "Our board members rarely use the platform because they find it cumbersome and difficult to navigate."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101462)

DD

Donna D.

President

> "BoardEffect offers a great platform to keep Board and Governance Documents in one location."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851961)

HC

Hannah C.

Board Member

> "Logging in can feel disconnected; I wish this functioned more like a fully integrated meeting software platform."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101535)

BB

Bruce B.

Broker Owner

> "BoardEffect is great for maximizing time and funds available to do Board functionality and checkup. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6835613)

KP

Kim P.

Executive Admin

> "It is definitely NOT the product for non-profit organizations based on the price, difficulty of use and lack of local (or..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7101462)

MJ

Malik J.

Administrative Director

> "There were a few minor issues, but generally it helped streamline our board’s communication and document sharing."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6831900)

DB

Doris B.

Controller

> "We are not able to put in the time expected to give to each item on the agenda."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851704)

BM

Bonnie M.

HR

> "It was a good space to keep our board documents and was easy enough to use for even our least tech-savvy members."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#SoftwareAdvice___7081953)

EP

Ellie P.

Executive Assistant

> "It has been difficult to get my board members to log in and use the interface regularly."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851798)

AR

Amanda R.

Executive Assistant

> "Overall using BoardEffect is convenient and makes communication flow smoothly between committees, members, and agency..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851739)

JR

Jamie R.

Human Resources Manager and Corporate Secretary

> "It seems that our reps have changed quite a few times, and we've never received an introduction email to notify us of the..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851768)

CC

Christi C.

Director

> "The customer service is exceptional and they regularly check in to provide updates about new features and secure feedback."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6852193)

AR

Amanda R.

Executive Assistant

> "It is not as user friendly or intuitive as I would expect, and the BE trainer I was assigned was also not familiar so her..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851739)

SW

Sonia W.

Director

> "I like that it opened like a book so I just keep scrolling down to the next page or agenda item. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6856065)

CA

Corelle A.

Paralegal and Liaison to Board of Trustees

> "It is not as intuitive and modern as other document managing platforms."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851841)

SW

Sonia W.

Director

> "Can also see a full directory of other member whic sure helps with collaboration."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6856065)

OR

Ornella R.

Advancement Manager

> "The design/ interface is not really attractive or calls attention."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853485)

JH

Jonathan H.

Vice President

> "Our communication is streamlined, and our members have mostly taken to using this technology in."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853501)

BW

Beth W.

Executive Director

> "Support and interest in customer experience poor."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___7106278)

SW

Sonia W.

Director

> "Pretty okay with the Portal but do think it can be improved by making it more user friendly for non savvy technology..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6856065)

YL

Yvonne L.

Executive Assistant

> "Setting up reports and Board books for the first time was time consuming."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6848034)

EM

Elaine M.

Executive Assistant

> "BoardEffect provides a variety of ways to house secure documents and is so easy to use for the administrator and user."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853475)

SL

Stephen L.

Operations Manager

> "I had spoken to customer service about workarounds, and nothing seemed to work just right for our purposes."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851726)

EP

Ellie P.

Executive Assistant

> "It produces professional looking pages and documents and is quick and easy to update and make changes."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851798)

JD

Julie D.

Director

> "Creating board books is challenging and very manual."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851899)

SF

Stephen F.

Board member

> "I like the integration with Microsoft platform and others like zoom."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851638)

SW

Sonia W.

Director

> "Have difficulties knowing if my message was sent."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6856065)

DR

Debi R.

Executive Assistant

> "I like that there are separate tutorials for Administrators and Board members."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851751)

WK

Wendy K.

Executive Officer

> "As of late, the integration with Diligent has been disappointing."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853570)

OR

Ornella R.

Advancement Manager

> "It is very useful to manage boards and introduces tools I didnt know I needed."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853485)

JH

Jonathan H.

Vice President

> "They've missed info even when it's there."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853501)

BB

Bruce B.

Broker Owner

> "This helps me dedicate my limited time to this topic."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6835613)

KS

Ketrina S.

Executive Assistant

> "I also don't like that it doesn't agree with Grammarly."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851702)

CC

Christi C.

Director

> "I highly recommend BoardEffect to a mid-sized nonprofit considering a tool to enhance their communications with board..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6852193)

NB

Nikki B.

Executive Assistant

> "Not so easy to find things by the category listed."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6852032)

YL

Yvonne L.

Executive Assistant

> "Ease of user experience. Once we have our Trustees logged in, they seem to be able to easily navigate the information."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6848034)

DC

Daniel C.

President

> "Not one past referral is satisfied with this product."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#SoftwareAdvice___6709070)

FF

Ferdinand F.

Chief Technology Officer

> "Providing a simple to use and cost effective solution for board and committee management."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851670)

LB

Lauren B.

Project Team Lead

> "Diligent Boards isn't as easy to use."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6619411)

RD

Rachelle D.

Chief of Staff

> "It has made my efficiency skyrocket. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851836)

LL

Lisa L.

Program Director

> "We have had a few glitches with the software where we created a template and then it was not there when we went back to use..."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2811434)

KR

Kirsten R.

Manager of Board Engagement Events

> "Overall we have been very happy and learning how to utilize BoardEffect for more items about our organization"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851801)

SS

Sarah S.

Senior Executive and Governance Coordinator

> "some management of features was hard, such as the meeting scheduler"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___3351200)

KS

Kelly S.

Executive Assistant

> "I'm really enjoying using the platform in the country club industry and look forward to the platform evolving."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851761)

FC

Faith C.

Executive Assistant

> "The Email token for 2 factor authentication takes too long for protected emails"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2291161)

VR

Verified Reviewer

Director

> "BoardEffect is secure and generally easy to use for financial institution Board members and staff."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6853587)

KR

Kallee R.

Director of Events/Asst to the President

> "There were some features regarding editing the document were not available like we had hoped."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2270654)

JT

Julia T.

VP, CHRO

> "We really just love using BoardEffect for our committees!"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851747)

VR

Verified Reviewer

Executive Associate and Board Liaison

> "meeting book design is tedious and could be more flexible"

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2404145)

JR

Jamie R.

Human Resources Manager and Corporate Secretary

> "I also reached out to support a few weeks ago and received excellent service and help from the rep."

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___6851768)

KR

Kelly R.

Executive Director

> "emails don't look great. "

[See full review](https://www.capterra.com/p/151082/BoardEffect/#Capterra___2382312)

[View Reviews](https://www.capterra.com/p/151082/BoardEffect/reviews/)

AP

ANIENTO P.

Executive Operations

> "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,..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6834971)

HC

Hadi C.

Senior Associates

> "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."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6834805)

LH

Lisa H.

Executive Secretary

> "The help section provides both video tutorials and written instructions, which makes it super convenient for me to find solutions quickly."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769689)

YZ

Youssef Z.

Head of Department

> "I did not like that some external calendars weren’t perfectly integrated so I had to do manual data crosses."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6819508)

ML

Maddie L.

Executive Assistant

> "It’s streamlined our processes, improved access to important documents, and helped our Board members stay connected and engaged—whether they’re in the..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6747469)

TA

Talha A.

Associate Professor

> "Recurring meetings sometimes did not get updated accurately after initial sync when changes are made."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6826058)

ML

Maddie L.

Executive Assistant

> "The platform has made it so much easier for us to manage Board meetings, materials, and communication in one centralized, user-friendly space."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6747469)

PpM

Phiwa parden M.

Administrator

> "The writing function is bit of a nightmare because you cant freely annotate and highlight function too.."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6276371)

HC

Hadi C.

Senior Associates

> "Voting and e-signature tools saved my group so much back and forth and Zoom helped keep everyone on track and up to date."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6834805)

Daniel S.

Executive Director

> "OnBoard cost twice as much as our CRM and project management systems combined. And the board members weren't impressed that we were trying to improve..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6374479)

LH

Lisa H.

Executive Secretary

> "I really like the "Home" page and the flexibility I have to add or delete content for our Board, it's almost like our own website. "

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769689)

Daniel S.

Executive Director

> "Most of all, the company has a very high-pressure sales team with some unethical fine print. "

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6374479)

Viviana B.

Production supervisor Engineer

> "Using OnBoard‘s interactive process of voting and polling, it is possible to make quick decisions during an online meeting."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6517195)

SS

Sara S.

Manager, Board Affairs

> "I did not enjoy the layout and was not worth moving to this program from our current."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6777082)

RC

Randa C.

Executive Assistant

> "It provides a collaborative space with which users can engage as their time allows."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6774932)

SK

Sandy K.

Executive Administrator

> "I do not like the fact that the pre-form automatically creates links of documents in the meeting minutes."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___5032092)

EAJ

Esami Allan J.

Web Developer

> "Its straightforward to build board meeting book and breeze teaching the board members how to use the app."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6866209)

AN

Amy N.

Board Secretary

> "That does not work when needing to present at a meeting, or when members need to view the materials and vote."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___5025728)

Beverly S.

Development Coordinator

> "The implementation period and building out the site was fairly simple, the training was easy to follow, and OnBoard staff ensured we were on track before..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769547)

Daniel S.

Executive Director

> "It seemed like a good idea, but it's not worth the investment for a non-profit. "

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6374479)

CK

Conni K.

Finance Assistant

> "Uploading documents to our meetings is easy and reformatting is not necessary. And the minutes are easily compiled and have a consistency that I greatly..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6747158)

BH

Brandon H.

CEO

> "It makes the feature useless for all but the most mundane of communications."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6196731)

KH

Kris H.

Executive Director

> "It supports efficient communication with board members."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769556)

BH

Brandon H.

CEO

> "The software does not support read-only audit users."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6196731)

SF

Sheryl F.

Executive Assistant and Board Secretary

> "Overall I am very pleased with the portal and am grateful to have a professional software to use. With my previous employer all agendas and packages needed..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6511170)

AN

Amy N.

Board Secretary

> "There are times that the meeting book will not build."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___5025728)

BB

Brandon B.

Data Solutions Manager

> "It has greatly reduced the admin workload and increased our organizationa nd efficiency in running the meetings."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6747487)

AK

Austen K.

Development Manager

> "A few minor issues with different elements of the system not communicating in real-time....such as agenda and minutes."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___4451586)

Viviana B.

Production supervisor Engineer

> "We selected OnBoard because of the coverage of the many features it has been designed especially for board and team meetings."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6517195)

CH

Caitlyn H.

Business Support Assistant

> "Agendas aren't always formatted correctly when you open the book, this means numbers can be out of line."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3816368)

TA

Talha A.

Associate Professor

> "OnBoard has helped bring more continuity to our board meetings."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6826058)

AV

Amy V.

Executive Assistant

> "The Dashboard lacks the ability to add dynamic text to the announcements, and you are somewhat limited in the customization options."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3416302)

Karen Z.

Executive Assistant to the Head of School

> "This platform has allowed us to be more efficient and cut down on the frustration of sharing documents and scheduling meetings for an active and relatively..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___5011466)

TL

Tim L.

Director of IT

> "While the granular permissions are great, they are also the most frequent problem that we have. When a meeting/resource is created, the creator is the..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2987581)

Beverly S.

Development Coordinator

> "Our \[sensitive content hidden\] members found the interface to be easy to navigate, which is very important to us."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769547)

CH

Caitlyn H.

Business Support Assistant

> "Spreadsheets are not compatible and space out over many pages."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3816368)

RK

Raygan K.

Coordinator

> "It is efficient and makes creating agendas and minutes for Boards easier."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6746113)

BM

Barbara M.

Executive Secretary

> "The only con I see with this product is that sometimes our motions need more words than we have room for and I have to add a document to spell out the..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3057033)

NH

Nikki H.

Executive Assistant

> "The ease of access and webinars they conduct to allow for a more knowledgeable use"

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769543)

DJ

Dawn J.

Board Administrator

> "Setting up roles and terms is a bit confusing and a lot of work."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3796386)

PpM

Phiwa parden M.

Administrator

> "With so many app I've used and I will always be frustrated by losing files but with this onboard everything is easy and there are noo frustrations am..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6276371)

DM

Dana M.

HR Assistant

> "If the user that posts an agenda another admin user cannot update the packet by adding new documents"

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3225531)

TG

Terry G.

Executive Administrative Assistant

> "Migration of information to the site, trainings for Board and management, and all startups for the site were smooth and without issue. Since starting we..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___4787428)

VR

Verified Reviewer

Executive Assistant to the Head of School

> "Not all board members are quick to adopt the new system and this is causing a lag in the full usage for our company but this is a people issue, not a tech..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2936630)

JR

Josh R.

President and CEO

> "Implementation support was strong and we have not run into problems with the product."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769561)

TC

Tammy C.

Contract Administrator

> "Not able to identify Chairs and Vice Chairs for committees"

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3334992)

AL

Andrea L.

Executive Director

> "It saves me hours of prep work for meetings, by not having to format my own agenda or information packets for each meeting."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___5019836)

CW

Christen W.

Executive Assistant

> "My only critique of OnBoard is that when you upload an agenda to your meeting, it does not show as a page in your materials unless you upload it a second..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2742004)

RG

Robert G.

Administrator

> "Onboard is easy to use, intuative, and is great at distributing the meeting materials ahead of your meeting."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769770)

PS

Patricia S.

Executive Assistance to the CEO

> "You can be working in the system and it will close you out or display something went wrong."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3341206)

EAJ

Esami Allan J.

Web Developer

> "The ease of use and simplicity of OnBoard is one of it's strongest features."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6866209)

CM

Christie M.

Executive Director

> "I think some of the add-ons are a little pricey for what is being offered or how often we would use them."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3225646)

ML

Maddie L.

Executive Assistant

> "Her ability to keep things moving forward while also being patient and approachable was deeply appreciated by our whole team."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6747469)

EA

Emily A.

Director of Finance and Operations

> "The most difficult part of the software is managing the approvals during the meeting. "

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3417515)

Beverly S.

Development Coordinator

> "The support team has been helpful and the training was self-paced and easy to follow."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769547)

EB

Emily B.

Manager of Internal Communications and Board Relations

> "This is confusing for myself as well as older board members who might want to click it or think we have those features."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3251118)

PM

Preben M.

Senior Advisor

> "It securely create and organizes board materials just by a few clicks ensuring full control and better decisions making."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6120787)

VR

Verified Reviewer

Executive Business Partner to the CEO

> "Some issues with figuring out how to attach a presentation to the meeting."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2830272)

RC

Randa C.

Executive Assistant

> "OnBoard has been a great resource for our board."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6774932)

SM

Sam M.

Senior Program Officer

> "There are small things that aren't perfectly calibrated to our needs (i.e. directory groups aren't visible unless you belong to them, etc.), but there's a..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2624052)

SF

Sheryl F.

Executive Assistant and Board Secretary

> "I love how easy it is to build board and committee agendas and packages in OnBoard."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6511170)

BR

Bruce R.

President and CEO

> "We lose functionality when we use Zoom inside On Board."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3021563)

AW

April W.

Executive Director

> "It has been a positive experience and good transition for our board members."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6776877)

LW

Leigha W.

Executive Director

> "I felt like there was a limit to what users can do without at least some organized training and gathering a larger group of busy professionals volunteering..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2669725)

HH

Helen H.

Senior Director, Strategy & Operations

> "OnBoard greatly simplifies conducting hybrid meetings and sharing meeting materials with all board members."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___5016180)

JS

Jenalee S.

EVP/COO

> "It's not that the software is difficult, it's getting older users to be able to login with their email and password and use the product to it's full..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2310231)

JS

Jody S.

Corporate Paralegal

> "The OnBoard Academy is also a great tool to help you learn the program."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6750914)

PJ

Patsy J.

Executive Director

> "The only issue, and it isn't really a big issue, is the Zoom integration feature doesn't work well for us because it doesn't permit use of all the typical..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2270601)

SK

Sandy K.

Executive Administrator

> "I am able to create surveys and get results much quicker as users are already used to the OnBoard portal."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___5032092)

CB

Cece B.

Associate Director - Legal Compliance and Ops

> "It's not that we don't like them, but the features we haven't yet implemented are meeting resistance. "

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3159590)

LR

Luigi R.

Engineer

> "The platform provides a high level of security, ensuring that all confidential board materials are protected."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___4726329)

EC

Emily C.

Executive & Board Liaison

> "If there is an error with e-signatures, there is no "correcting" it, you have to delete whatever it is that you worked on and restart."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2193732)

AD

Alexandra D.

Executive Administrator and Board Liaison

> "It's user-friendly and easy to show board members how to use."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___6769506)

NS

Najib S.

President

> "The cost to do so with many lenders needing a license/account (not sure of correct terminology) for the few uses per month has kept us from doing so. "

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2208140)

JR

Jessica R.

Project Architect

> "I greatly appreciate the speed of executing orders with OnBoard, as well as the distinctive dashboard that enables us to easily set up the agenda, schedule..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___4452540)

BR

Bruce R.

President and CEO

> "Zoom is not yet well integrated into the product. "

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3021563)

Whitney R.

Asst. Vice President

> "Our volunteer board has embraced OnBoard, and we use it exclusively for sharing content for our quarterly meetings - for the full board as well as..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3460430)

BW

Bonnie W.

Executive Assistant to the President

> "From my perspective as the admin, I can't imagine an easier transition/implementation."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___3057332)

JR

Jessica R.

Project Architect

> "Virtual meetings have become an essential matter for us, and on a daily basis we organize and participate in meetings remotely, and OnBoard has helped us..."

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___4452540)

LD

LaKisha D.

Executive Assistant

> "The inability to use the gallery view is very disappointing and the sound/video quality is poor with the integration. "

[See full review](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#Capterra___2371541)

[View Reviews](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

## User interface

4.36 (127)

4.69 (1,055)

### Features

BoardEffect

Top features

39/41

-   Access Controls/Permissions
-   Activity Dashboard
-   Agenda Management
-   AI Copilot
-   AI Summarization
-   API
-   Approval Process Control
-   Attendance Management
-   Audit Trail
-   Automatic Backup
-   Automatic Transcription
-   Calendar Management
-   Chat/Messaging
-   Collaboration Tools
-   Committee Management
-   Compliance Management
-   Customizable Branding
-   Customizable Templates
-   Document Management
-   Document Review
-   Electronic Signature
-   Event Scheduling
-   For Healthcare
-   For Nonprofits
-   Generative AI
-   Meeting Management
-   Meeting Notes
-   Member Directory
-   Minutes Management
-   Mobile Access
-   Polls/Voting
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   Self Service Portal
-   Single Sign On
-   Surveys & Feedback
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Video Conferencing

[See all features](https://www.capterra.com/p/151082/BoardEffect/#features)

OnBoard

38/41

-   Access Controls/Permissions
-   Activity Dashboard
-   Agenda Management
-   AI Copilot
-   AI Summarization
-   API
-   Approval Process Control
-   Attendance Management
-   Audit Trail
-   Automatic Backup
-   Automatic Transcription
-   Calendar Management
-   Chat/Messaging
-   Collaboration Tools
-   Committee Management
-   Compliance Management
-   Customizable Branding
-   Customizable Templates
-   Document Management
-   Document Review
-   Electronic Signature
-   Event Scheduling
-   For Healthcare
-   For Nonprofits
-   Generative AI
-   Meeting Management
-   Meeting Notes
-   Member Directory
-   Minutes Management
-   Mobile Access
-   Polls/Voting
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   Self Service Portal
-   Single Sign On
-   Surveys & Feedback
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Video Conferencing

[See all features](https://www.capterra.com/p/179015/OnBoard-Board-Portal/#features)

### Recognition

No recognitions have been awarded to BoardEffect

No recognitions have been awarded to OnBoard

### Deployment & support

BoardEffect

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

OnBoard

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

BoardEffect

-   By Diligent
-   Located in United States
-   Founded in 1998

OnBoard

-   By OnBoard
-   Located in United States
-   Founded in

## Popular Comparisons

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[4.36 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

vs

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Price

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4.5

Features

4.5

4.6

Ease of Use

4.6

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Contact vendor for pricing

Price

£2000/year

4.2

Features

4.7

4.3

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/151082-200956/BoardEffect-vs-Knowa)

[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[4.69 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

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Contact vendor for pricing

Price

$10/month

4.5

Features

4.3

4.6

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[View full comparison](https://www.capterra.com/compare/76113-179015/Wrike-vs-OnBoard-Board-Portal)

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Contact vendor for pricing

Price

$20.99/month

4.2

Features

4.5

4.3

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/151082-221109/BoardEffect-vs-Boardable)

[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[4.69 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

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Contact vendor for pricing

Price

£2000/year

4.5

Features

4.7

4.6

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/179015-200956/OnBoard-Board-Portal-vs-Knowa)

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[4.36 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

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Price

$400/year

4.2

Features

4.6

4.3

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/133609-151082/Convene-vs-BoardEffect)

[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[4.69 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

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Price

$20.99/month

4.5

Features

4.5

4.6

Ease of Use

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[View full comparison](https://www.capterra.com/compare/179015-221109/OnBoard-Board-Portal-vs-Boardable)

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Contact vendor for pricing

Price

$10/month

4.2

Features

4.3

4.3

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/76113-151082/Wrike-vs-BoardEffect)

[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[4.69 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

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Contact vendor for pricing

Price

$400/year

4.5

Features

4.6

4.6

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/133609-179015/Convene-vs-OnBoard-Board-Portal)