--- title: "OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is OnBoard the right Board Management solution for you? Explore 1069 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- OnBoard 4.7 (1069) 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 29th, 2026 # Reviews of OnBoard Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews TK Tatsiana K ManagerComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “The section that allows you to simply drag documents into a binder and create something within seconds is alright.“ May 12, 2026 BK Blerta K Language InstructorEducation Management, 2 - 10 employeesUsed the software for: More than 2 years. “Technical support is set to respond within 2-3 days, however this is to be frustrating in making urgent presentations to the Board.“ May 30, 2026 AP ANIENTO P Executive OperationsManagement Consulting, 51 - 200 employeesUsed the software for: 1-2 years. “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, saving me the trouble of trying to obtain attachments to them or revised versions.“ June 16, 2025 HC Hadi C Senior AssociatesFinancial Services, 51 - 200 employeesUsed the software for: 1-2 years. “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.“ June 16, 2025 ML Maddie L Executive AssistantLegal Services, 51 - 200 employeesUsed the software for: Less than 6 months. “It’s streamlined our processes, improved access to important documents, and helped our Board members stay connected and engaged—whether they’re in the office or joining remotely. But what really made the transition seamless was the incredible support we received from \[sensitive content hidden\].“ March 19, 2025 VT Vani T PresidentStaffing and Recruiting, 201 - 500 employeesUsed the software for: More than 2 years. “We were previously using only spreadsheets and it was a total disaster.“ June 3, 2026 ML Maddie L Executive AssistantLegal Services, 51 - 200 employeesUsed the software for: Less than 6 months. “The platform has made it so much easier for us to manage Board meetings, materials, and communication in one centralized, user-friendly space.“ March 19, 2025 YZ Youssef Z Head of DepartmentHigher Education, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “I did not like that some external calendars weren’t perfectly integrated so I had to do manual data crosses.“ May 26, 2025 ## Showing most helpful reviews Showing 1-25 of 1069 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Heather S. Board Liaison Financial Services Used the software for: Less than 6 months ### "Executive Assistant and Board Liaison" September 11, 2026 5.0 Overall, my experience with OnBoard has been extremely positive. The platform has helped modernize our governance processes and has become an essential tool for board administration. It has saved time, improved organization, enhanced communication with directors and committee members, and reduced the administrative burden associated with meeting preparation. The company continues to invest in improvements and provides excellent educational opportunities to help administrators maximize the platform's capabilities. I would highly recommend OnBoard to organizations looking for a comprehensive board management solution. Pros OnBoard has transformed how we prepare for and manage board and committee meetings. The platform is intuitive, easy to navigate, and provides a centralized location for agendas, board books, meeting materials, surveys, and minutes. The ability for board members to access materials from any device, annotate documents, and collaborate securely has significantly improved efficiency and engagement. The customer support team is also responsive, and the ongoing webinars and training resources are very helpful. Cons There are a few administrative functions that could be more streamlined. For example, moving agenda items between meetings requires additional manual effort, and there are limited customization options within certain templates. At times, member management can be confusing, particularly when deactivated users continue to appear in certain areas of the platform. Some repetitive setup preferences, such as board book display settings, would benefit from the ability to save default selections. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard We evaluated several board management solutions, including Diligent, BoardEffect, and Boardable, but ultimately selected OnBoard because of its ease of use, intuitive interface, and strong meeting management capabilities. Our board members adapted quickly to the platform, and the administrative tools for agendas, board books, surveys, annotations, and minutes were more streamlined for our needs. OnBoard provided the right balance of functionality, user experience, and support without the complexity that some competing platforms presented. Review Source AW Athena W. Office Coordinator Higher Education Used the software for: 2+ years ### "centralized board management in one place " September 2, 2026 4.0 my overall experience with onboard has been positive. the platform makes it easy to organize board materials, access important documents, and manage meetings in one centralized location. while there is a slight learning curve with some features, overall it has been a useful and efficient tool for supporting board communication and organization. i think once you get the hang of it, its pretty easy. people who has never used onboard might get confused to be honest because there is a certain way to navigate stuff. Pros what i liked most about onboard was how easy it made it to organize board materials, manage meetings, and keep everything in one centralized location. the platform is user-friendly, efficient, and makes communication and collaboration with board members much easier. Cons what i liked least about onboard was that some features could be a little difficult to navigate at first, and certain processes took more steps than expected. there was also a slight learning curve when getting familiar with all of the platform’s features and settings. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) they switched but i never got to see how that product played out Review Source SS Sara S. Manager, Board Affairs Non-Profit Organization Management Used the software for: I used a free trial ### "OnBoard vs. Diligent Boards" April 14, 2025 3.0 Pros That is a good program to be a repository for information. Cons I did not enjoy the layout and was not worth moving to this program from our current. Review Source Response from OnBoard April 16, 2025 Hi Sara, Thanks for your review! We're glad you found OnBoard useful for storing and organizing information. However, I'm sorry to hear the layout didn’t work well for you. We’re always looking to improve, so your feedback is really helpful. If you’d be open to sharing more, we’d love to learn what could make your experience better. Please reach out to us at obpros@onboardmeetings.com. BH Belinda H. Director, Contract Operations Executive Affairs Non-Profit Organization Management Used the software for: 2+ years ### "AGCS Review of OnBoard" September 3, 2026 4.0 Overall, my experience with OnBoard has been very positive. The platform is user-friendly, well-organized, and provides a convenient centralized location for board documents, meeting materials, and other important information. It has helped streamline our board administration by making materials easier to organize, access, and reference when needed. While pricing can be a challenge for a nonprofit organization operating within a limited budget, I believe OnBoard provides valuable functionality that supports efficient board management and good governance. Pros What I like most about OnBoard is the ability to keep all board-related documents and information organized in one centralized location. The platform makes it easy to access meeting materials, reference previous documents, and maintain an organized record of board activities. Its user-friendly design has made managing and retrieving board information much more efficient. Cons As a nonprofit organization, we must be intentional about how we allocate our financial resources and ensure that administrative expenses provide sufficient value to the organization. While OnBoard is an effective and valuable platform, the pricing can place additional pressure on a nonprofit’s operating budget. Higher technology and administrative costs can reduce the resources available to support programs, services, and other mission-focused priorities. More flexible nonprofit pricing, discounted rates, or scalable options would help organizations like ours continue to benefit from the platform while maintaining responsible stewardship of limited resources. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing OnBoard We considered BoardEffect as an alternative but ultimately chose OnBoard because we felt it offered a more user-friendly experience and better met our needs for organizing and managing board materials. OnBoard provides a centralized location where board members and staff can easily access meeting materials, governance documents, and other important information. The platform’s organization, accessibility, and ease of use were key factors in our decision. Review Source Kellie M. Director of Finance and Operations Higher Education Used the software for: 2+ years ### "Intuitive for both admins & end-users" September 16, 2026 5.0 We are extremely happy with OnBoard and the value it has brought to our board-management process. The platform is intuitive, reliable, and easy to use for both administrators and board members. For administrators, OnBoard makes it simple to prepare meeting materials, organize agendas, distribute board books, manage updates, and keep everything in one secure, accessible location. It has streamlined many of our processes and reduced the time spent coordinating documents and communications. Our board members have also responded very positively to the experience. They can easily access meeting information, review materials, participate in discussions, and stay organized without needing extensive training or technical support. The interface is clean and user-friendly, which has helped encourage adoption across a range of comfort levels with technology. Overall, OnBoard has made our board operations more efficient, professional, and organized. We would highly recommend it to any organization looking for a dependable and user-friendly board management solution. Pros OnBoard is intuitive, secure, and easy to use for administrators and board members. It streamlines agenda and board-book preparation, keeps meeting materials organized in one location, supports paperless governance, and makes it easy for members to access materials from any device. Cons There can be a short learning curve for users transitioning from paper packets or less structured processes, and smaller organizations may need to weigh the subscription cost against their board-management needs. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)[Boardable](https://www.capterra.com/p/221109/Boardable/) Reason for choosing OnBoard Ultimate ease of use and intuitveness for end users Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Users were confused by BoardEffect and did not want to use the system Review Source BL Ben L. CEO Health, Wellness and Fitness Used the software for: Less than 6 months ### "OnBoard first impressions" September 3, 2026 5.0 Very Positive and productive, easy to use and even the board with minimal training and exposure are enjoying the experience Pros I like the way the board have access to board papers in an orderly fashion, the board appreciate they do not have to go from document to document Cons I would like to be able to run the meeting with the agenda timeline but present as per the book as I find during the meeting jumping in and out of documents distracting Alternatives considered [BoardPro](https://www.capterra.com/p/164493/boardPro/) Reason for choosing OnBoard The ease of use and friendly team that were very helpful and features seemed to be what we wanted Review Source JM Julie M. VP Commercial Administrative Services Manager Banking Used the software for: 1-2 years ### "User Experience Feedback for OnBoard" September 16, 2026 4.0 I appreciate the ease of use of OnBoard, including the Resource section. The platform is user-friendly, easy to navigate, and organized in a way that makes information easy to locate. The layout is clean and readable, and our board members have had no complaints with the system. Pros Agenda preparation is highly streamlined. Once the template is copied, the corresponding attachments are added, making the process both simple and efficient. Cons 1\. I believe calendar organization could be improved for recurring governance meetings. Currently, I must search for the keyword "board" each time I need to locate a current or historical Board meeting. Because I frequently reference prior Board meetings, it would be helpful to have Board meetings organized in a dedicated location by year (e.g., Board Meetings > 2026, 2027, etc.). Having all Board-related meetings grouped together would reduce the need to repeatedly search and would make referencing historical meetings much more efficient. 2. When preparing minutes, any change to the structure, such as adding or deleting a section, requires the minutes to be recreated from scratch. This is inefficient and results in unnecessary time spent repeating work that has already been completed. The ability to update only the modified section would be a valuable enhancement. Review Source Erika R. Office and Facilities Manager Non-Profit Organization Management Used the software for: 1-2 years ### "You will love OnBoard" September 14, 2026 5.0 We moved to OnBoard from a system that had constant issues. Board members and staff were frustrated and often would work around the platform. We were also accessing the previous platform, our internal drives, and Microsoft which lead to lost data and extra work on the admin side of things. Pros OnBoard makes it easy to have everything you need in one place. No need for multiple platforms or programs to which makes everyone's role easier. Cons The only thing that is a challenge is having to set up authorization for each folder and vote. I wish that part was a little more streamlined. Review Source Angela R. Executive Assistant to the CEO Non-Profit Organization Management Used the software for: 6-12 months ### "Efficient, Intuitive, and Reliable" September 2, 2026 5.0 Pros OnBoard has made managing board processes significantly easier for our team. The platform is intuitive and user-friendly, which helped us achieve fast onboarding and strong adoption across members. We especially appreciate the helpful AI tools and how much prep time is saved before meetings. The system improves engagement, reduces email clutter, and keeps everything organized with audit-ready records. Customer support has also been responsive and reliable whenever we’ve needed assistance. Cons We love how they are integrating new AI features into OnBoard, but some new features are only available with higher membership tiers. Review Source Bijan P. CEO Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Easy to use Board management " September 2, 2026 5.0 Pros OnBoard is easy to use. We can have all our board documents stored there for easy access and archiving. Cons What I really like about OnBoard is that it allows for storing all board documents online for easy access. Review Source KZ Karen Z. Executive Assistant to the Head of School Education Management Used the software for: 2+ years ### "Perfect combination of functionality and price" September 5, 2023 5.0 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 large board. We have 6 board meetings a year with 6 - 8 committee meetings between each meeting. This tool helps to keep our board focused and moving forward. Pros Great functionality and support for an affordable price. Cons There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)[Boardable](https://www.capterra.com/p/221109/Boardable/) Reason for choosing OnBoard It was the perfect combination of function and price point Review Source BA Beth A. Executive Assistant to the President Higher Education Used the software for: 1-2 years ### "OnBoard has made my job so much easier!" August 9, 2021 5.0 Pros We used to produce a printed and bound board book for each meeting, requiring materials to be submitted far in advance, and last-minute changes were not able to be included. OnBoard gives me the flexibility to continue to make changes right up to the meeting date. Board members are able to access the virtual board book from wherever they are using the device that they prefer. We are also able to use OnBoard for committee meetings and cabinet meetings and capture any votes that take place directly in OnBoard. I also use the polls/voting option almost daily with cabinet. There are many small items that need cabinet consensus and instead of waiting until the next cabinet meeting, we upload the needed documentation and send it out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during the audit. I also love the ease of use and implementation. I have had to do very little individual training with board members, and customer service has been super responsive whenever I (or a board member) has had an issue. Cons It would be great to be able to store a little more information about board members that you could run a report on - such as term information, etc. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing OnBoard At the time we were choosing the layout and ease of use seemed more user-friendly. Review Source PQ Paul Q. Secretary to the Board / Executive Lead - Special Projects Education Management Used the software for: Less than 6 months ### "Easy to use. Easy to implement. Enhances Board effectiveness." November 25, 2021 5.0 I've definitely experience significant savings of time for building board books, especially when last minute changes are needed (I don't need to re-create an entire book in a PDF builder). The customer service and implementation team have been wonderful and responsive. Very easy to implement and when additional training is needed, they jump right in to help! Pros This product took very little time to implement with our Board. The members seemed to just "get it" when they were onboarded. I really like how intuitive it is. Cons Calendar integration and syncing with members to ensure meeting details are live and updated as changes occur is a drawback at this point (although I think they're working on this). Implementation with GSuite organizations seems a bit clunky unfortunately - lots of work arounds. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Cost was much less for a seemingly similar product for our needs. Review Source AP ANIENTO P. Executive Operations Management Consulting Used the software for: 1-2 years ### "Transparency made me more confident" June 16, 2025 5.0 Pros 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, saving me the trouble of trying to obtain attachments to them or revised versions. Cons PDF editors sometimes freeze when reading chunky annotated board books so there is a need to re-upload. Review Source aI afet I. General Director Management Consulting Used the software for: 2+ years ### "Allowed us to rule with firm control" June 8, 2025 5.0 Pros OnBoard helped to ensure that our board processes were regular and easy for everyone to see. All involved come with the right information and every decision is recorded clearly and efficiently. Cons Sometimes if the files aren’t small, it might take longer to load them, especially on slower networks. Review Source NH Nikki H. Executive Assistant Individual & Family Services Used the software for: 6-12 months ### "Easy to use " April 7, 2025 4.0 My experience has been great. I learned the system within a week of current role. It is easy to use and there is more to learn Pros The ease of access and webinars they conduct to allow for a more knowledgeable use Cons The ability to update information for Board Members when they request it, such as an email address change. I can provide them with a link on how to do it, but sometimes it is easier for me to do it for them. Review Source KH Kris H. Executive Director Education Management Used the software for: 1-2 years ### "Executive Director" April 7, 2025 5.0 Excellent experioence with OnBoard and the customer service. Pros It supports efficient communication with board members. Cons I find the board terms information difficult to navigate. Review Source AW April W. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "Great resource " April 14, 2025 4.0 It has been a positive experience and good transition for our board members. Pros Able to collectively plan and record meeting information as well as archive docs. Cons I was disappointed by the Signifcant price increase after a year. Review Source Response from OnBoard April 16, 2025 Hi April - Thanks so much for the review! We're really glad to hear that OnBoard has been a helpful tool for your meetings and that you had a good transition for board members. We understand your concern about the price increase and appreciate the honest feedback. We're always working to make sure the value matches the investment, and your input helps us do that. If you'd like to discuss anything further, please reach out at obpros@onboardmeetings.com at any time. Thanks again for being with us! IM Ilkin M. Chief Medical Officer Sports Used the software for: 1-2 years ### "Helps to keep our board meetings focused" May 20, 2025 5.0 Pros With OnBoard I can push updates to all of the board members instantly instead of sending different versions. It also helps us track attendance and decision outcomes in one place, saving follow up time. Cons I need more granularity of the filtering when I want to search for historical decisions attached to specific board topics or members. Review Source RK Raygan K. Coordinator Education Management Used the software for: 1-2 years ### "Review for OnBoard" March 18, 2025 5.0 Pros It is efficient and makes creating agendas and minutes for Boards easier. Cons It is missing the updated technological features. Review Source VR Verified Reviewer board member Non-Profit Organization Management Used the software for: 6-12 months ### "OnBoard Review: Perspective from a board member" January 28, 2025 5.0 overall it is great to have everything in one place in terms of hosting meetings, documents, minutes and fundraising for our non-profit Pros as a board member, this makes hosting our meetings so easy and seamless, love the minutes and voting features Cons integrations with Zoom didn't work for some meetings in the beginning but that was rectified Review Source CK Cassie K. In-House Legal Counsel Health, Wellness and Fitness Used the software for: 2+ years ### "Intuitive, Time-Saving Platform" June 21, 2021 5.0 Overall, our experience with OnBoard over the last 3.5 years has been positive. It has saved us time and resources. Pros The product is easy to use and intuitive. My board members of various ages were all able to use it with no or minimal training. They are able to navigate and locate information easily. Board members who need to sign documents frequently have no difficulty using the electronic signature feature within OnBoard. Making last minute revisions to agendas and packets is fast and causes no delay in meetings. Overall, OnBoard saves time and gives all attendees the same experience with easy access. Cons OnBoard continues to improve its offerings. The only con as far as features is within electronic signatures. It would be ideal to make electronic signatures more customizable with rotating signature boxes and the ability to insert text and check boxes into documents. Reason for choosing OnBoard OnBoard provided the most cost effective solution for us. It was also the most intuitive and easy to use for our board members while including the features, like electronic signature, that we needed. Review Source CT Cynthia T. Executive Assistant Non-Profit Organization Management Used the software for: Less than 6 months ### "CFGG OnBoard Review " February 7, 2022 4.0 Providing more professional documents housed in OnBoard is easier to follow, find, view and access. I love learning about new software that makes things more streamlined for optimization processes, communication, report metrics and professional outcomes. We also appreciate \[SENSITIVE CONTENT\], our Implementation Manager who has been great helping us with OnBoard! She is great to work with and offers awesome resources to help us navigate through processes! Thank you and we look forward to doing more business with you in the near future! Pros I feel the like the board book along with RSVP, annotations have been the most impactful. This product is very easy to use, but still overwhelming with the way things were done in the past and most board members don't like change. Integration from the existing business processes to the new OnBoard Platform makes my job less stressful, but more efficient! Cons I wish that if you need to update a document after the Boardbook has been created it will allow you to do so. You can make edits, but OnBoard doesn't allow members to see those changes! Creating meeting minutes and polls/voting feature should be added to the OnBoard Core. I believe it will provide more of a variety with features offered to experiment with for a reasonable cost. Review Source JL Jamie L. Executive Assistant Sports Used the software for: Less than 6 months ### "OnBoard makes board management much easier!" March 11, 2022 5.0 Overall, I am incredibly pleased with OnBoard. The implementation was easy because of the training and assistance provided by the staff of OnBoard. The OnBoard team was wonderful when it came to answering questions and helping us work through logistics of getting up and running. Pros OnBoard has been a wonderful way to keep documents in one place, which is incredibly important when dealing with busy executives. I like that you can add important documents, not necessarily related to a specific meeting, to the Resource section where they are readily available to anyone who has access. Another feature that has been very helpful is having the ability to give specific access to various members based on their role with the organization. Cons The only con in OnBoard I have seen thus far is having to set permissions within the system and then again for specific meetings, when it comes to an admin. I feel like making someone an admin should make them an admin across the board. Review Source Daniel S. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "If it wasn't so bad it could be an ok service..." July 5, 2024 1.0 It seemed like a good idea, but it's not worth the investment for a non-profit. 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 board management in this way. They didn't want to learn a new thing. OnBoard made cancelling such a hassle that we wish we'd never would have tried it. If not for the crooked cancellation policies I would probably say that it would be a good fit for a corporate board that won't notice an additional $500 to $800 expense per board meeting to make agendas and minutes a bit easier. Given our experience though, I wouldn't recommend to anyone. Pros It made it easy to write and distribute agendas and board packets. It also made it easy to write and distribute minutes. Customer service was very responsive. Cons Most everything else. The first time we tried to use the Zoom function it didn't work and it made our organization's leadership look incompetent. The voting functions and minutes don't integrate properly. Most of all, the company has a very high-pressure sales team with some unethical fine print. We signed a contract that clearly stated a one-year term, but the user agreement on the website has hidden autorenewal language. When we indicated that we weren't renewing they sent the balance for 2025 to collections. Review Source Response from OnBoard September 16, 2024 Hi Daniel, thank you for taking the time to share your feedback. I'm glad to hear that you found our platform helpful for distributing of agendas, board packets, and minutes and that our customer service team was responsive to your needs! However, I’m sorry to hear that your overall experience did not meet your expectations. I know it can be frustrating when platform issues affect your organization's operations. Additionally, our goal is always to provide the best service possible, so we regret that our billing processes have been a source of frustration. We understand these processes can be challenging, and are continually working to improve. If you’d like to provide any additional feedback, please reach out to obpros@onboardmeetings.com. ## 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. Talk to a Capterra advisor for free and get results within 15 minutes.