# Aprio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Aprio the right Board Management solution for you? Explore 48 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/172971/Aprio/reviews --- Aprio 4.6 (48) 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 March 13th, 2026 # Reviews of Aprio Ease of use 4.4 Customer Service 4.9 ## Pros and Cons in Reviews TM Tanya M Executive AssistantUtilities, 51 - 200 employeesUsed the software for: 6-12 months. “Aprio’s intuitive design and streamlined interface make it easy for board members to access documents, prepare for meetings, and stay informed — whether on desktop or mobile.“ May 1, 2025 RG Rose G Executive Assistant to the Board of DirectorsFinancial Services, 201 - 500 employeesUsed the software for: More than 2 years. “The folder structure and the ability to move items into a folder later is difficult without going in and moving each item separately.“ March 8, 2021 TM Tanya M Executive AssistantUtilities, 51 - 200 employeesUsed the software for: 6-12 months. “Aprio is an intuitive, user-friendly governance solution with best-in-class customer service.“ May 1, 2025 LW Lisa W Executive AssistantUtilities, 51 - 200 employeesUsed the software for: More than 2 years. “Aprio is very user friendly from an Admin perspective, and our Board Members took to it right away.“ August 27, 2025 MV Michelle V Executive and Board Business PartnerExecutive Office, 51 - 200 employeesUsed the software for: More than 2 years. “The support staff is amazingly quick to respond to any inquiry, even outside regular business hours.“ October 22, 2024 ## Showing most helpful reviews Showing 1-25 of 48 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer EVP, Law & Corporate Secretary Financial Services Used the software for: 2+ years ### "Completely satisfied with Aprio" September 6, 2018 5.0 Pros We have used Aprio for more than 10 years. During that time we have had lots of turnover of staff and board members. Rarely have we needed to provide formal training. For the most part, we simply provide the login access to the new user and they teach themselves. Board members find Aprio useful and easy to use. Cons I tend to use the desktop version when I set up a meeting and load materials because I find the functionality better. However, for just reading my board package or having it available during a meeting, using the App on my iPad is just fine. Review Source MC Malissa C. Executive Administrator Financial Services Used the software for: 1-2 years ### "24/7 Support and Simplicity Set Aprio Apart" July 29, 2025 5.0 We’ve been using Aprio for our board portal needs and have been really pleased with the experience. The platform is intuitive and user-friendly our board and leadership team have found it easy to navigate, even for those who aren’t especially tech-savvy. One of the biggest advantages for us has been Aprio’s 24/7 support. Knowing we can get help anytime, especially around board meetings or last-minute updates, gives us a lot of confidence and peace of mind. The support team is knowledgeable, responsive, and consistently helpful. Overall, Aprio delivers a great combination of simplicity, security, and service exactly what’s needed for a board portal. Pros What we appreciate most about Aprio is how user-friendly and intuitive the platform is, it’s easy for both board members and administrators to navigate. The 24/7 customer support has been incredibly valuable, offering peace of mind when questions or issues arise. We also rely on the platform’s secure document management and centralized access, which ensures that all board materials are organized and accessible in one place. The ability to access the portal seamlessly across devices, along with helpful meeting reminders, makes staying on top of board responsibilities effortless and efficient. Cons Not much that we don't like, if I had to pick something I would say cost. Pricing may be a barrier for very small organizations or nonprofits with tight budgets. Alternatives considered [OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/) Reason for choosing Aprio the 24/7 forever and ongoing support for onboarding and training was a high priority for us Switched from [Boardable](https://www.capterra.com/p/221109/Boardable/) We decided to move on from our previous provider due to ongoing issues with platform reliability and a lack of timely resolution. When problems did arise, they often didn’t seem to be treated as a priority, and we rarely received follow-up or confirmation when issues were resolved. This made it difficult to trust the platform during critical times and ultimately led us to look for a more responsive and dependable solution. Review Source NZ Nichole Z. Executive Assistant Banking Used the software for: 1-2 years ### "Aprio Review" March 30, 2021 2.0 There customer service was very quick to respond and very friendly; however, the technology did not keep service wise. Pros This was the first online board platform we used for our organization; however, it did not meet our expectations. The only feature that appeared to work correctly and we used regularly was the expense management functionality. Cons Unfortunately, there are many. Login issues, syncing issues, annotations/surveys showing for some but not all, documents error loading, file error loading, app would close off for no reason, etc. Reason for choosing Aprio Our previous \[SENSITIVE CONTENT HIDDEN\] at the time moved forward with this product and I took over as an administrator. We used the service for about one year and that is when I started to look at other providers. Review Source PK Patricia K. Consultant Financial Services Used the software for: 2+ years ### "Excellent Board portal" November 26, 2025 5.0 Aprio is an outstanding board portal—secure, intuitive, and exceptionally well designed. It streamlines meeting preparation, centralizes documents seamlessly, and makes collaboration effortless for directors/trustees' comfort levels. Security is top-tier, and Aprio’s support team is one of the most responsive and knowledgeable in the industry. Simply put, Aprio elevates governance. It’s reliable, user-friendly, and a tremendous asset to any board. Pros Aprio is a great board portal that is easy to use - for both administrators and directors/trustees. Aprio offers great service with an exceptional team who provides great training programs and sessions Cons The ability to make more of the items such as the agenda, etc. more tailored to what the Board or client's needs. Switched from [eScribe](https://www.capterra.com/p/140216/eSCRIBE/) Ability to do more with Board portal, easy to use Review Source CC Cathie C. Executive Assistant to the President and CEO and Secretary to the Board of Governors Entertainment Used the software for: 2+ years ### "Aprio Excels!" July 17, 2025 5.0 Overall, my experience with Aprio has been excellent. At at time when I was tasked with using Aprio's features to the fullest, the team helped me identify the features that I could adopt and that process was very informative and useful. Pros Aprio excels at customer and client support, as Kirstin and her team have helped me promptly when I've needed assistance urgently. Also, since we started using Aprio, I no longer need to print multiple copies of the meeting materials since our Board members use Aprio to access the materials. Cons It would be helpful if Aprio offered a template or two for Board surveys. Our board chair likes to circulate surveys to find out how the members feel about the leadership, how meetings are run, etc. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[DiliTrust](https://www.capterra.com/p/205615/DiliTrust-Governance/) Reason for choosing Aprio At the time, pricing and the features that Aprio offered were much for attractive to us. Review Source TM Tanya M. Executive Assistant Utilities Used the software for: 6-12 months ### "Aprio Customer Testimonial from GrandBridge Energy Inc." May 1, 2025 4.0 As a customer, we’ve been extremely pleased with Aprio’s Board Governance Portal. The platform has significantly enhanced our board operations by offering a secure, user-friendly, and centralized space for sharing materials, managing meetings, and facilitating communication among directors and executive leadership. Aprio’s intuitive design and streamlined interface make it easy for board members to access documents, prepare for meetings, and stay informed — whether on desktop or mobile. The ability to securely distribute sensitive materials with full control over permissions has been particularly valuable for our governance practices. The support from the Aprio team has been exceptional. They are responsive, knowledgeable, and committed to ensuring a smooth experience for both administrators and directors. Overall, Aprio has become an integral part of our board governance processes, and we highly recommend it to organizations looking to strengthen efficiency, compliance, and board engagement. Pros Aprio is an intuitive, user-friendly governance solution with best-in-class customer service. Cons No significant cons with the solution as the team at Aprio are always willing to take feedback to incorporate into the portal. Alternatives considered [eScribe](https://www.capterra.com/p/140216/eSCRIBE/)[Govenda](https://www.capterra.com/p/155329/BoardBookit/)[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing Aprio Aprio met all our needs after completing a due diligence process and a thorough evaluation of options. Review Source LW Lisa W. Executive Assistant Utilities Used the software for: 2+ years ### "Aprio Delivers" August 27, 2025 5.0 I have been very impressed with Aprio's customer service since day one. They respond quickly, they are friendly and always have a solution. Even during the chaos of last minute Board meeting material postings, they are calm, understanding and helpful. Pros Aprio is very user friendly from an Admin perspective, and our Board Members took to it right away. A secure cloud-based platform, that is not overwhelming for Directors. Cons I don't think there is anything that I dislike about Aprio. Great software that does not disappoint. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing Aprio Aprio had all the features we required and it was priced well. Review Source HH Heidi H. Governance Officer Financial Services Used the software for: 1-2 years ### "Glad to be with Aprio!" August 27, 2025 4.0 Customer support is well done by Aprio! Questions are answered in a very timely manner, and the information/instructions provided are easy to follow. Cost is comparable to other portals. We find that with other credit union's also using Aprio we do share tips and tricks between each other. Pros Aprio provides a great platform for Directors (and Management) to access confidential materials to fulfil the responsibilities of the Board. Ease of access and ability to find documents is a must and Aprio provides this. Going paperless is important for Northern Savings - we are yet to mobilize all the features of Aprio which will in the future enhance our director experience. Adding material is easy - appreciate the updates recently done to the platform. Cons On our side we are still working on learning to use all the features of the system. To date we do not have any issues with the program and are not yet able to provide any suggestions. Review Source DK Donna K. Executive Assistant to President and CEO Hospital & Health Care Used the software for: 1-2 years ### "Aprio is a Must for Board Meetings" October 14, 2025 4.0 Our board members have expressed their satisfaction with Aprio for meetings and when looking for important board documents. Pros Ease of agenda building, never any issues with the site during meetings. Customer support is always quick to response with any questions for administrators and user support. Cons I would add more categories when classifying document type in agenda building (i.e. other finance documents - not just financial statements) Review Source CM Christy M. Chief Executive Administrator Financial Services Used the software for: 2+ years ### "Credit Union \[sensitive content hidden\] Use of Aprio" January 6, 2026 5.0 Wonderful experience and user friendly. Very few difficulties with directors navigating meeting materials. Pros Very easy to navigate and excellent customer support. No matter the problem, I get prompt assistance. Cons I would say the ability to survey the board would be nice. Some login difficulties for directors on occassion. Review Source MF Mark F. Board Member Education Management Used the software for: 2+ years ### "Great Board Software" October 30, 2019 5.0 This was to provide board members with a safe secure place for all material, so that it didn't need to be printed or circulated via email and has done the trick. It is multi-platform and easy to use. Pros The product is very easy to use and it is great that it has both web access as well as apps in the leading platforms. The calendar feature makes it easy to know what meetings and committees are upcoming and who is involved. It also has an offline feature in the app so that you can download the documents (individually or as a package per meeting) and then work and annotate the documents. It has allowed me to be paperless! Cons There are a few differences with the web vs app functionality, but it is small. Annotating properly took a little to learn as not as intuitive, but functional. Review Source Response from Aprio November 1, 2019 Thanks for the great review, Mark! We have made annotating your material in the apps even easier with the option to save your personal annotations automatically. To enable this feature, please click/tap on the Settings icon, then about half way down the page you can enable the "Sync personal annotations automatically" option. If you have any questions, please do not hesitate to reach out to Aprio Support! TH Tammie H. Executive Assistant Financial Services Used the software for: 1-2 years ### "Aprio is very user friendly." September 14, 2018 5.0 Everything we need to communicate with our board members is right at our fingertips. We can do everything on Aprio. Pros Once you get into Aprio and start moving around you find the ease of use. The support team is available, helpful, friendly & open to suggestions for additional features. Cons The app is not available on iPhone. The computer app is great! Review Source Response from Aprio September 17, 2018 Thanks so much Tammie for your support! Stay tuned for news about an iPhone app - that's definitely on the product roadmap and coming soon. DR Diane R. Board Member Insurance Used the software for: 2+ years ### "Aprio, the user friendly information platform" December 12, 2019 5.0 I serve on a crown corporation; we meet once a month. Materials are provided by the staff of the corporation. Aprio presents everything in a well organized manner, it's easy to navigate. Pros It's user friendly, was easy to learn. Everything is laid out in an organized and functional manner. Cons nothing in particular, If anything make a different symbol (instead of a trash can) on items after you've read them. I read the materials before the meeting, then they have a 'trash' symbol on them. Maybe a 'read' symbol, or something else. Review Source JS Jerrilyn S. Director Banking Used the software for: 2+ years ### "Makes Board Meetings Convenient " December 12, 2019 4.0 I have been using this for three years and so far, it’s been great. Pros Features, ease of following along in meetings, We can let everyone know in advance if we will be in attendance. Appreciate that we can send messages to each other. Cons It took some time to get used to the format and all of the features that were available to us. Review Source Response from Aprio December 13, 2019 Thank you for your review Jerrilyn! Please contact Aprio support if you would like further training on those other features. SH Sarah H. Manager of Administration Financial Services Used the software for: 6-12 months ### "Aprio gets the job done" March 4, 2021 4.0 Pros The feature of Groups - how to create, having sub admins, etc. is every well structured. I also appreciate the software's ability to create levels of access to particular contacts on various items. Cons The listing of Events - although it is all in date order, I'd prefer to be able to click on the most recent or upcoming event instead of having to do a search. Perhaps those that have passed can drop to the bottom of the list or you could have three sections - events attended, events coming up in the quarter, and future events. Reason for choosing Aprio Their customer service is top notch. Review Source CD Crystal D. Office Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Great tool and very easy to navigate " September 19, 2018 4.0 Pros I like the fact, it is so easy to navigate, as an administrator it is very simple to get used to. Very easy to train people on the software. Cons Very simply, the use of action items, seems not as clear on the administration side, but not a huge problem. Review Source DS Delores S. Executive Assistant to President Automotive Used the software for: 2+ years ### "Great Easy-to-use Platform" January 29, 2025 4.0 I would say Customer Service is 100% helpful and very quick to respond so thank you! When I have to learn something new, it is very helpful for staff to send screenshots and instructions as they do. I find that in the moment, I usually don't have the time to go to the Help button and try to find information there. Pros It's ease of use and intuitiveness. It's customer service is second to none! The platform is fairly easy to navigate and you can easily find what you are looking for if you have a good naming convention. Using templated agendas from the past is a real time-saver. Cons Uploading is easy however when you need to move a file, there is no drag and drop option. You have to go to the end of the line, move into the next screen as the information is not all on the same screen, click on the three dots and then edit. Too many steps. When you need to move several documents at once, I have no idea how to do that. I would also like to have color differentiation to showcase different things in the agenda itself. The Agenda creation is not very professional looking so I don't use that option at all which is a real shame. Review Source JK Jeff K. Marketing Manager Computer Software Used the software for: Less than 6 months ### "Effiziente und sichere Lösung für die Gremienarbeit" July 23, 2025 4.0 Insgesamt hat Aprio unsere Vorstandskommunikation deutlich verbessert. Die Plattform ist sicher, zuverlässig und wird regelmäßig aktualisiert. Die Support-Abteilung reagiert schnell und professionell auf Anfragen. Nach der Einführung waren alle Teammitglieder schnell mit dem System vertraut. Die Transparenz und Nachvollziehbarkeit von Sitzungsinhalten hat sich merklich erhöht. Pros Am besten gefällt mir die klare, intuitive Benutzeroberfläche und die einfache Navigation – selbst für weniger technikaffine Vorstandsmitglieder. Die Möglichkeit, alle Sitzungsunterlagen zentral und sicher zu verwalten, spart enorm viel Zeit und vereinfacht die Vorbereitung erheblich. Besonders schätze ich die Annotation-Funktion und die automatische Benachrichtigung bei neuen Dokumenten. Cons Die mobile App könnte noch etwas optimiert werden – insbesondere bei der Dokumentenvorschau auf kleineren Bildschirmen kommt es gelegentlich zu Ladeproblemen. Auch die Integration mit externen Kalendern (z. B. Outlook) funktioniert nicht immer reibungslos. Review Source SM Sherry M. Executive Administrator Government Administration Used the software for: 2+ years ### "Great Product!" February 19, 2025 4.0 I have found Aprio to be user friendly. I have a large board with a broad range of technological experience. Directors who have little computer experience still find it easy to use. Pros I like the fact that all the information I need can be found in one app. The search function allows me to find items quickly and easily. Cons I wish there were more drag and drop options. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing Aprio One of the reasons we chose Aprio was the fact that both servers are housed in Canada. Review Source AM Allison M. Executive Assistant Financial Services Used the software for: 2+ years ### "Happy with APRIO" July 17, 2025 5.0 Our overall experience has been positive —the support team is always quick, responsive, and helpful. Pros The platform is very intuitive and easy to navigate. Support is consistently fast, friendly, and helpful. Cons Not a con, but we don’t currently use all of the features APRIO offers, so can’t speak to them. No cons to notate. Review Source PP Pam P. Corporate Secretary Financial Services Used the software for: 1-2 years ### "Very satisfied with Aprio - glad we made the switch" January 9, 2025 5.0 Excellent - no issues with the program thus far. Pros I like the level of service I have received from the support staff. The training and video help library is also very detailed and in depth. I appreciate the continuous updates and check ins with staff, and the emails that come out, outlining the updates. They listen to their customers and act on the customer's feedback. The product itself is great in terms of meeting all of my organization's needs, and then some - there are features available to me that I don't even use fully. Cons I wish the search function could search within documents, not just titles. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing Aprio affordability and we did not need that intricate of a system Review Source AB Alla B. Chief Executive Officer Retail Used the software for: 2+ years ### "Aprio Review" May 5, 2025 5.0 It's been a good experience overall. Aprio Support staff are very timely in responding to inquiries or challenges that we experience. Pros Setting up board and committee meetings including the agendas and attaching all the relevant reports and documents for directors to read and review ahead of each respective meeting. Cons The time it can take to convert a word document into .pdf format when a word file is upload into Aprio. We try and avoid this by converting the word document to .pdf internally before loading into Aprio. Review Source HJ Hassene J. IT Support Specialist Real Estate Used the software for: 6-12 months ### "Ensured effective board coordination across our bank’s divisions" April 15, 2025 5.0 Pros I liked that Aprio provided our members of the board and I with the materials with which we can work at any time. The calendars in particular helped in keeping everyone on track on important dates and during audit, one is able to pull prior records. Cons There are no additional deeper automation functions available in the meeting preparation module specifically for packet formats. I often had to set up similar types of templates for the monthly board packets, and this became a time-consuming task. Review Source KY Kaya Y. Executive Assistant Child Day Care Services Used the software for: 6-12 months ### "User Friendly" January 6, 2026 5.0 Pros As a new user (also new in my role), Aprio has been very easy to use. Tabs are easy to find and understand. And I just discovered that I can actually create my minutes there as well. It has been very easy to adapt to using Aprio, I also like that the team responds very quickly and are alway ready and willing to help. Cons So far, I have no complaints. But I'll definitely look out for any gripes and report right away. I also think I am not using Aprio to its fullest capacity. Review Source EG Eileen G. Executive Assistant Financial Services Used the software for: 2+ years ### "Excellent Support" May 5, 2025 5.0 Overall it's been great. The functionality it offers works well for us, and the support that Aprio provides has always been excellent. The support team is very proactive and Aprio is always looking for ways to improve. Pros I like the ease of getting documents out to our board, and that both the meetings and the materials are all in one place. Cons I think the thing I like the least is that I haven't found a way to easily copy a meeting that's been booked and rebook a similar meeting. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.