# Page 2 | Aprio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Aprio ## Showing most helpful reviews Showing 26-48 of 48 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BP Brenda P. Office Administrator Insurance Used the software for: 1-2 years ### "Aprio is amazing!" January 29, 2025 5.0 The Aprio Support team is amazing. They are quick to reply to emails and provide support. Pros The service! Aprio is also easy to navigate. Cons Cannot think of anything at this time. Previous suggestions were acknowledged and implemented (i.e. more spacing when viewing items) Review Source FD Filomena D. interim EA Executive Office Used the software for: Less than 6 months ### "My Experience" February 12, 2025 5.0 Overall, my experience has been positive. The support is absolutely fabulous. I receive almost immediate support, which is very important as I often deal with time-sensitive tasks. Kudos to Kirstin! Pros Aprio is an excellent platform for storing information from all board and committee meetings and developing surveys. Our board directors give us positive feedback. The Support staff are always responsive. Cons I recall it was much easier in the past to upload several documents for our agenda package. I did not have to set up the agenda template and then attach the attachments individually. Review Source SD Susie D. Administrative Coordinator Oil & Energy Used the software for: 2+ years ### "Great Service" January 16, 2025 5.0 Pros Pretty easy to maneuver around the platform. The support team is super pleasant and quick to respond to any questions I may have. Continually making updates to satisfy their clients and the sessions they host are super helpful. Cons Not much to complain about for what we use it for. One of our directors uses his laptop and the app versus going to the actual Aprio site and he finds it difficult to navigate and download the package. Review Source MV Michelle V. Executive and Board Business Partner Executive Office Used the software for: 2+ years ### "Aprio - A Must Have" October 22, 2024 5.0 I have been using Aprio for many years, and the time saved assembling binders (it sounds so archaic now) is immeasurable. As a governance professional, the reports, agenda builder, survey options, voting, etc., this platform has allowed me to focus my time on the content of the briefing material vs. the assembly and distribution. I also have to mention again the supportive staff, kudos and thank you! Pros Board packages are a snap—no more binders! Any updates can be shared in real-time. The support staff is amazingly quick to respond to any inquiry, even outside regular business hours. Cons I don't dislike anything other than the fact that I haven't used all of the features available, but I'm working on it. Review Source RG Rose G. Executive Assistant to the Board of Directors Financial Services Used the software for: 2+ years ### "Review of APRIO" March 8, 2021 5.0 My overall experience with APRIO has been excellent. I have used APRIO for at least 8 years now if not more. The trainers and support staff are excellent - \[SENSITIVE CONTENT HIDDEN\] are readily available to assist you and work until they resolve your issue. The Board find it easy to use and I rarely receive any complaints or frustration regarding difficulty in using the software. It has saved us time and money in more ways than one. Too many to mention. Thank you. Pros The product is user-friendly for the most part. First, it is secure and if someone is not a participant for a particular meeting, they cannot access the information even if they are a user. Second, I like the fact that the library holds documents that are easily accessible. Third, the signing feature to approve material is the biggest plus for us. The fact that items requiring approval asap by the Board has eliminated the need for non-scheduled meetings to be held. It is the one feature that has made a huge difference to our way of conducting business and responding to our members within a reasonable time frame. Another plus is the elimination of printing reports. As well, providing Board reports to Auditors with the "download pdf" feature allows me to give the auditors exactly what they need. Lastly, we use the "Action" feature that allows us to keep track of Action items that arise at meetings and track the progress until completion so we do not lose sight of them. There are so many features that I enjoy. I could keep on going. These are a few that are top of mind. Cons The folder structure and the ability to move items into a folder later is difficult without going in and moving each item separately. A drag feature into a folder would be really handy. The ability to "turn off" a user and "turn on" when required without having to remove their access and then resend a welcome message. This way your users remain under the requirement of your contract and those users that attend one or two meetings per year (specifically staff required at a meeting) are not counted as a regular user. Another frustration is the timing out feature. And I have extended it. However, I have been in the middle of adding numerous documents and the time out feature appears and I have lost all of the uploading I was in the middle of doing. Review Source MS Marie S. Corporate Secretary Civil Engineering Used the software for: 1-2 years ### "Aprio - Service is Everything!" March 22, 2021 4.0 Aprio staff are wonderful to work with; they are accommodating, understanding and very quick to respond to any inquiries, whether it be to assist the administrator or its Directors. I love that all our information is located in one depository for ease of access by everyone given permission to use it. During the pandemic, I cannot imagine how difficult it would be to resort back to the paper age, couriers, etc.. Being able to conduct our meetings virtually, with all our material downloaded into Aprio has been truly a blessing. Pros During our demonstrations, Aprio appeared to be user friendly. The fact that they were a Canadian company was also a huge benefit. The product for the price was a good selling point for our Directors. Myself as the administrator and our IT department undertook a review of several software companies, and for the price, Aprio seemed to be the best option. We do not regret our decision, and continue to use the software for all of our Board and Committee Meetings, and a depository for all information for our Directors. The initial phase was completed seamlessly, with the exception of a couple of hiccups, which were readily identified and fixed by Aprio. Cons The one feature regarding Aprio that our Board found somewhat frustrating was the difference between the app and the dashboard. I understand that modifications are underway in its next release to "mirror" each other, which will be a welcome improvement. Reason for choosing Aprio Price point was a huge draw for us in purchasing Aprio over other software. The other factor that was very important to us was that they were Canadian. Review Source CS Christie S. Executive Assistant Used the software for: 2+ years ### "I have been using Aprio for the last few years and I don't know how I managed our Board prior to it!" March 16, 2018 5.0 Pros The ease of use is amazing. Aprio took the time to introduce their product in a way that was easy to follow and understand. They carefully explained each function of the app and how it would make my job as an Executive Assistant easier. I cannot believe how supportive the team at Aprio is whenever I have questions and how they also take the time to assist with my directors when issues arise. I have never received the quality of service from any other supplier or connection and they provide that service in the most professional and efficient way. Extremely timely application updates and they are always improving - and they really do want to hear from their customers what "we" want to see! Cons I can not think of one negative thing about Aprio and their team! Honestly - they are that good! I don't know what I would ever do without the application or the support team! The Directors love the program! Review Source Response from Aprio March 22, 2018 Thank you so much Christie for your kind words - we appreciate your support! JP Joanna P. EA Non-Profit Organization Management Used the software for: 1-2 years ### "Makes Board governance easier!" December 12, 2019 5.0 We didn’t have a single point of access for our Board of Directors which was secure enough to store highly confidential information such as policies and bylaws. After moving all our documents to Aprio the Board and staff are able to access and store information in a secure and easily accessible forum. Pros I cannot day enough great things about Aprio. From the ease of use of the product to the amazing customer service Aprio is a well rounded product that is every Board administrator’s dream. Cons There is nothing I don’t like about the software. Alternatives considered [BOARD](https://www.capterra.com/p/73473/BOARD/) Reason for choosing Aprio Functionality and customer service. Review Source Response from Aprio December 13, 2019 Joanna, we are so happy to see that you are enjoying your experience with Aprio! We work very hard every day to improve our software and support every client. It's great to have such positive feedback! ML Mary L. Corporate Secretary Banking Used the software for: 1-2 years ### "Aprio Review" March 12, 2021 5.0 I would say the biggest benefit is the elimination of photo copying Board packages and mailing them to Directors in preparation of meetings. Using the Board portal has saved a tremendous amount of time that I can use to organize and complete other tasks. No more staying late into the night to copy and collate packages. Pros So Easy to Use - Seamless roll out to Board of Directors. The addition of the Aprio Board portal has been integral in bringing our Directors into the technology age. Information is passed from office and Senior Management to Board quickly and effortlessly giving the ability to make decisions and approvals faster and efficiently. Record keeping is a breeze - eliminating mountains of paper and filing. Cons We have been using the Polls/Surveys function quite a bit, especially during the pandemic when in-person meetings have not been allowed. The Poll/Surveys work very well and I really like the feature. Now that we have completed so many, and will likely continue using this function, it would be very helpful to have the ability to file or archive them as a file system for the results and to copy them when needed again. Reason for choosing Aprio I was not a part of the process so I cannot comment. Review Source BT Barb T. Executive Assistant Banking Used the software for: 2+ years ### "I love this software. " March 20, 2018 5.0 The Board has immediate access to any information and we save on paper costs Pros It does it all. I also like the fact that if I have any issues, the Aprio team is always right there to help me out. Also, the Aprio team is always updating the software. Cons I wish there was an easy way to change the name of a folder and be able to retain all of the documents posted under the previous name. Review Source Response from Aprio March 23, 2018 Thank you Barb for your support! There is an easy way to change a folder name in Aprio. Simply click on the folder you'd like to change, then click on the "edit" icon to the left of the folder name. From there you can update the name and re-save. If you need any help, give us a call at 1-855-55-APRIO (1-855-552-7746). TM Teresa M. Admin Assistant Used the software for: 1-2 years ### "easy to use, still trying to get our board use to the new program" March 15, 2018 4.0 Pros Having a secure place to sensitive documents that we need to have our board see. I think they just need more training. Cons My board would like to use the discussion portion but is not feeling secure of others see the conversations . They don't want the admin to see it either. I have tried it out for them and I don't see that is something I would trust either. Review Source Response from Aprio March 19, 2018 Thank you so much Teresa for your review - we appreciate your support. We can definitely provide more training for the Kitsap Credit Union board, at your convenience and at no extra charge. Just give us a call at 1-855-55-APRIO (1-855-552-7746) to set something up. For discussions (and many other features in Aprio): access can be restricted by "group." When you set up a group and give the group access to discussions, only the members of that group + full admins can see those discussions. To make group discussions fully private adn remove an admin role, you need to assign a "sub-admin" status to an existing group member (eg another board member) and mark the discussions private. This will lock out full admins from accessing discussions. We would be pleased to walk you through this step-by-step. Just give us a call! CM Charline M. Chief Human Resources Officer Financial Services Used the software for: 2+ years ### "Ease of Product and Best Service" March 4, 2021 5.0 The Service has been incredible! for both the employees and Board Members. \[SENSITIVE CONTENT HIDDEN\] are responsive, helpful, patient, they truly go the extra mile to assist and resolve any questions. Pros It is very easy to use for all users as well as administrators. A great vehicle to send sensitive documents to Board Members without having to use email. Posting Executive Team as well as Board documents is so easy and time effective. Cons A very small item that I know is under review for improvement - can only indicate one individual responsible for presenting a document instead of two of three. Reason for choosing Aprio The exemplary SERVICE! and Product EASE! Review Source DC Dileep C. Mentor Financial Services Used the software for: 1-2 years ### "Confidential" November 22, 2019 5.0 For a variety of reasons well beyond my control the potential of the software was not exploited. Pros Confidentiality and referencing. The use of the software was in my capacity as director. The use was periodical and specific to meetings. The proceedings are closed door being a listed company. Cons Difficult to open. As my referencing was spasmodic confined to four times a year back referencing was necessary not only with reference to data fed on Aprio but other emails. I found it difficult to link both. Review Source Response from Aprio November 25, 2019 Thank you very much for the positive review! Please note that Aprio Support is available 24/7 to assist you if you have questions regarding referencing the material for your organization. LA Lori A. CEO Financial Services Used the software for: 2+ years ### "Makes reporting easy" November 21, 2019 5.0 I have had a great experience thus far with Apprio Pros The ease of reviewing reports from prior years is very valuable. Cons I wish you could segregate information differently Review Source Response from Aprio November 22, 2019 Hi Lori, Thanks so much for the amazing review! Please have your Administrator reach out to Aprio Support and we will be happy to provide options for segregating the information in your portal. KS Ken S. Executive Assistant Government Administration Used the software for: 2+ years ### "Distribution and sharing of meeting material and resources couldn't be much easier." March 12, 2018 5.0 More efficient distribution of meeting material and the sharing of resources with Board members. Pros Easy to learn for all (administrators and especially non-tech users)! Our entire board is accessing through the ios app. Cons Using the app, users have not been able to view the meeting they are to attend. They need to go into settings and re-sync to view upcoming meetings. Review Source Response from Aprio March 13, 2018 Thanks Ken for the review - we really appreciate your support. Understand the frustration on syncing to see all future meetings. To see all your meetings, please set your timeline to extend past your last board meeting. E.g. if the timeline is set to Feb 2017-Feb 2018 the app will only sync info up to Feb 2018. Feel free to contact our Support team at 1-855-55-APRIO (1-855-552-7746) for a quick tutorial if needed. KS Kate S. Director of Administration Education Management Used the software for: 2+ years ### "Using APRIO" September 5, 2018 5.0 I am so happy with the software as it allows me to ensure that theBoard is properly set up and always prepared. No matter where I am or where the Board members are, I am able to prepare them for the next meeting. Pros I really like the ease of using APRIO not only for mysel but for my Board members...wherever they are. Meetings are accessible, information is readily available and all items are archive to reference. Thanks for making my job manageable! Cons I do find it challenging to keep all the information properly files in folders...but that is only because we are using it so much! Review Source Response from Aprio September 5, 2018 Thanks so much for this wonderful review Kate! We're pleased that you're finding Aprio helpful in making your job more manageable. PK Patrick K. Internal Auditor/Compliance Officer Biotechnology Used the software for: 1-2 years ### "Aprio Review" September 18, 2018 4.0 Pros I like that it is a central location to house all documents, not just those in the meetings and the flexibility to set up events differently depending on the need. Cons The app is not available on IPhone. Also, there is a lag in the system which makes difficult to review the documents without exiting and signing back in. Review Source Response from Aprio September 20, 2018 Thank you Patrick for your support. Stay tuned for news about an iPhone app - that's definitely on the product roadmap and coming soon. SB Suzanne B. Chief Operations Officer Financial Services Used the software for: 2+ years ### "Aprio Review" December 12, 2019 4.0 Pros Program is secure. Layout is user friendly. Cons Sometimes the program is slow. It is difficult to go from one section to another without having to return to the dashboard each time. This may very well be a training issue for myself. Review Source Response from Aprio December 13, 2019 Thank you for your review Suzanne! Please contact Aprio support and we would be happy to set up a quick training session with you! MS Melissa S. EA Used the software for: 1-2 years ### "Aprio is extremely user friendly. We rely on it heavily for our board members." March 13, 2018 5.0 Pros The quick add function to add multiple files at once makes it very easy to add board packages with up to 50 documents in each package. Cons I feel like the organization of the library could be better however I have not spent much time sorting it since taking over this roll. Review Source Response from Aprio March 14, 2018 Thanks Melissa for your feedback! Appreciate your support. CD Connie D. Executive Assistant Health, Wellness and Fitness Used the software for: 1-2 years ### "Working with Aprio" September 19, 2018 4.0 We finally have everyone reading the latest version of documents and information. No more printing huge paper packages and documents. Pros \- great support when learning the software both for the administrators and members using the program Cons \- linking documents from library and surveys Review Source QT Queenie T. EA to the Corporate Secretary Used the software for: 2+ years ### "We used Aprio for our Directors and it is probably one of the best portals I've worked with." July 19, 2018 5.0 Pros Simple and easy to use, the team is always very responsive when there's a question or issue. I can easily build board packages and send a link to the Directors. We also saved all our corporate policies, governance documents and Minutes here where it's easily assessable. Pricing is very reasonable too. Cons No complaints, this is one of the best and most simple Board Portals I've used. Our Directors never had an issue with Aprio. Review Source VR Verified Reviewer Paralegal Staffing and Recruiting Used the software for: Less than 6 months ### "Easy Navigation" April 29, 2019 3.0 Pros The feature that I like the most is the ability to send confidential and secure surveys out plus the interface is super friendly. Cons There is nothing that I do not like about the app so far. Review Source KR Kate R. Executive Assistant Non-Profit Organization Management Used the software for: 6-12 months ### "Aprio Review" September 19, 2018 5.0 Pros It is very user & administrator friendly. One stop shop. Cons Having to navigate back and forth seemed redundant. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.