# OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is OnBoard the right Board Management solution for you? Explore 1058 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews

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OnBoard

4.7 (1058)

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

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Last updated April 28th, 2026

# Reviews of OnBoard

Ease of use

4.6

Customer Service

4.8

## Pros and Cons in Reviews

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

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

TA

Talha A

Associate ProfessorHigher Education, 1,001 - 5,000 employeesUsed the software for: 1-2 years.

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

June 3, 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

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

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

Daniel S

Executive DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years.

“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. “

July 5, 2024

## Showing most helpful reviews

Showing 1-25 of 1058 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Beverly S.  
Development Coordinator  
Higher Education  
Used the software for: Less than 6 months

### "Easy to Use"

April 7, 2025

4.0

Our experience has been great. 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 we actually went live with the product. It is user friendly and the board has had a positive experience with it so far.

Pros

It's both user and admin friendly. Our \[sensitive content hidden\] members found the interface to be easy to navigate, which is very important to us. The support team has been helpful and the training was self-paced and easy to follow.

Cons

The permissions settings are great, but as an admin you do have to be conscious that you basically have to set up permissions for everything you add to OnBoard. It takes time to get used to this.

Alternatives considered

[BoardDocs](https://www.capterra.com/p/224307/BoardDocs/)[Boardable](https://www.capterra.com/p/221109/Boardable/)[BoardSpot](https://www.capterra.com/p/180950/BoardSpot/)

Reason for choosing OnBoard

The features fit our needs and the price was within our budget.

Review Source

SS

Suzanne S.  
Executive Assistant  
Hospitality  
Used the software for: 6-12 months

### "An Upgrade"

April 11, 2025

5.0

It improves our user organization and accessibility.

Pros

OnBoard has streamlined meeting creation with tools such as duplicating meetings, drag-and-drop both PDF and Word files, agenda import, and user-friendly agenda customization.

Cons

It would be better if there was a streamlined way to add past meeting books to the resources section. That's where the meeting archive is collected after being downloaded and imported from the previous board software. As it is, meeting history is divided in two locations. There is also no ideal way to search through the content of past meetings.

Alternatives considered

[Ideals Board](https://www.capterra.com/p/198652/iDealsBoard/)[BoardPro](https://www.capterra.com/p/164493/boardPro/)[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)

Reason for choosing OnBoard

It offered and demonstrated the best quality for UX, cost, security, transition ease, and support.

Switched from

[BoardPaq](https://www.capterra.com/p/151905/BoardPaq/)

We switched from BoardPaq, which was the prior version of BoardEffect. BoardPaq had an antiquated system. We compared their upcoming software BoardEffect with OnBoard and decided that since our users and admins would already be subject to transition, we wanted to choose the best transition and long-term upgrade available.

Review Source

BK

Blerta K.  
Language Instructor  
Education Management  
Used the software for: 2+ years

### "It's very streamlined for a small education centre."

May 30, 2026

4.0

OnBoard provides us with enough functionality for our small language school for our monthly board meetings. It may be less than ideal, but is better than emailing dozens of attachments. The digital signatures feature is useful when approving new instructors' contracts. Good if you don't demand immediate responses to questions and can accept the occasional bug.

Pros

Having the agenda builder is a lifesaver before board meetings. I can Copy a lesson plan or curriculum material directly into the meeting material. During board meetings, our director likes to be able to annotate PDFs that discuss new courses. Plus the value is exactly what we need in our budget bound education, we've spent less than what we used to spend on print materials.

Cons

When I'm uploading samples from multiple language books, sometimes the document upload freezes. Technical support is set to respond within 2-3 days, however this is to be frustrating in making urgent presentations to the Board. I got tripped up with how to find meeting minutes in the interface at first, then it took weeks.

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.

TK

Tatsiana K.  
Manager  
Computer Software  
Used the software for: 2+ years

### "It has worked and it hasn’t crashed yet"

May 12, 2026

5.0

It’s better than we used to print an enormous amount of paper, although we still jam frequently. It encrypts the confidential information so that others cannot access C-Suite documentation. The ability to replace pages at the last minute without notifying the Directors of this fact is the only reason why I haven’t lost my mind today. It provides real-time competitor insight, which I never thought would really work but it does.

Pros

The section that allows you to simply drag documents into a binder and create something within seconds is alright. It’s 4 hours since I’ve left this meeting space and my coffee has gone cold as a result, however I’m relieved that the questionnaire reports appear without manual manipulation of the data. It also puts all the calendar and governance items together in one place so I won’t have to dig through my cluttered inbox again. The phone application appears to work whether or not the WiFi dies in this building, therefore the Directors will at least be able to view their papers.

Cons

If the uploaded images aren’t exactly 300 dpi, it doesn’t correct them but rather reject them. And I am sick of reformating things five times. Also, putting all newly added content to the Resource Center at the bottom of the list is completely nonsensical. When there are large binders, it becomes slow and laborsome to scroll through them.

Review Source

KM

Kate M.  
Executive Assistant Board Secretary  
Financial Services  
Used the software for: 2+ years

### "Executive Assistant and Board Secretary"

April 7, 2025

4.0

Our experience has been really good. Members find it easy to use. Admins like the variety of tools. The Helpdesk is responsive. The product keeps evolving to meet our needs.

Pros

Ease of use for both the member and the Admin.

Cons

Some limitations. For example, we would love to be able to download from the Resource folder but still restrict the downloading of board packets.

Alternatives considered

[Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)

Reason for choosing OnBoard

Price, thoroughly vetted by security team, functionality, ease of use, Admin access.

Review Source

LH

Lisa H.  
Executive Secretary  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "OnBoard is a great tool"

April 7, 2025

5.0

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. The agendas are professional looking, the RSVP options is very helpful and easy and I like the messaging capabilities inside OnBoard.

Pros

What I love most about OnBoard is how user-friendly it is. Whenever I have a question, I can easily find the answer either through the help section or a quick internet search. This is especially helpful when I’m on a tight deadline and need to send out an agenda. The help section provides both video tutorials and written instructions, which makes it super convenient for me to find solutions quickly.

Cons

There have only been a few things I would like to change (not huge in any way). I like the fact that I can put in a request to the engineers with my suggestions.

Reason for choosing OnBoard

OnBoard had a lot of things the others didn't have such as skills tracking. I especially liked the sales team and everyone we spoke to.

Switched from

[BoardPaq](https://www.capterra.com/p/151905/BoardPaq/)

It was bought out by another company and we didn't want to continue with them.

Review Source

KB

Katherine B.  
Assistant Director of Board Operations  
Higher Education  
Used the software for: 2+ years

### "OnBoard Review"

April 7, 2025

5.0

4.5 out of 5 stars. Looking forward to seeing more options, especially AI-related.

Pros

Ease of use and management. User friendly for Administrator.

Cons

Nitpicky, but I wish Administrator could update user email accounts!

Alternatives considered

[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)

Reason for choosing OnBoard

More user-friendly. We appreciated the ease of use.

Switched from

[Box](https://www.capterra.com/p/148766/Box/)

We wanted a more secure platform and one that was easy to use.

Review Source

RC

Randa C.  
Executive Assistant  
Non-Profit Organization Management  
Used the software for: 2+ years

### "A great collaborative space"

April 11, 2025

5.0

It provides a collaborative space with which users can engage as their time allows. With near 40 users, finding time to meet together, even in smaller groups, is tough. OnBoard allows those users to work when and how they need, while maintaining their busy schedules.

Pros

OnBoard has been a great resource for our board. It has been a slow uptake by some, but they are using it more now than ever before. The collaborative functions have been very helpful as we grow our international teams and develop deeper risk management.

Cons

Limited file types can be uploaded for storage.

Alternatives considered

[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

Reason for choosing OnBoard

They had the look and more of the features we were looking for at the time.

Review Source

VT

Vani T.  
President  
Staffing and Recruiting  
Used the software for: 2+ years

### "OnBoard Review"

June 3, 2026

5.0

We were previously using only spreadsheets and it was a total disaster. We now have a single platform where the hand off happens. It is also easy to use.

Pros

So far it has not crashed at all after we started to use Onboard as our client journey tool. That being said, our manager made us start using Onboard for the client journey and the email reminders send on time most of the time. I am relieved that Onboard did not crash when we synced the Salesforce data from it because I expected it to. We also get responses back from the support team quickly.

Cons

There is nothing much to dislike, it works well and that is all that matters to me. Onboard is good.

Review Source

DS

Doug S.  
Controller  
Building Materials  
Used the software for: 6-12 months

### "OnBoard year 1"

March 18, 2025

5.0

OnBoard has been a great upgrade for our board management software.

Pros

OnBoard is very user friendly and its document retention is great.

Cons

Getting my board to fully utilize Onboard.

Alternatives considered

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

Reason for choosing OnBoard

One of our board members utilizes OnBoard on another board and they highly recommended it.

Switched from

[BoardPAC](https://www.capterra.com/p/153900/BoardPAC/)

BoardPac was being terminated and the Onboard was the best software available.

Review Source

TK

Tara K.  
Executive Assistant  
Banking  
Used the software for: 2+ years

### "Essential Software for Board Meetings"

December 5, 2019

5.0

I have been using OnBoard shortly after I started with this company in late 2016. I believe the software was being converted from an older, original product to the OnBoard that I currently use today. There have been many updates along the way. My favorite was the ability to use the software on either Apple or Android cell phones. We recently upgraded our package to include Global Admin with the new Analytics feature. Two years ago, we looked into a few different products to compare cost and features. In the end we decided to stay with OnBoard because the program does everything we need (and then some) for our board meetings. The cost of the software to be very competitive with others. The members of our board find it effective and very easy to use. This makes my life much easier!

Pros

There are several things I like about the software. One of the features we like is the ability to use the software on both Apple and Android devices. If I ever need help with the software, I can easily find help through the Help Center and there are Admin Guides. When a new member joins our Board - no problem! There is a User Guide to help get them up to speed very quickly. Should there be another issue that I cannot resolve, I have found the staff at OnBoard very helpful in resolving any issue that I come across (which are very few and far between!) I also like the opportunity for additional learning via Webinars. We are updated when the offices at OnBoard will be closed or whenever there is an update on the way. The communication is above and beyond. Putting together an Agenda for a board meeting is very easy to do. I am finding the agenda import to be a big time saver. Our board enjoys the ability to make annotations during our board meetings.

Cons

My least favorite thing about this software is the need to have a "Global Admin" upgrade in order to delete things from the portal that a previous employee had created and was no longer needed/outdated. It is unfortunate that the Messenger feature is not included in our package and this would require another upgrade. That being said, however, there are many updates to the software that do not cost extra. I don't want to give the impression that every update costs extra, because that would not be accurate. In case you are wondering - we did decide to upgrade during a year-end special to include the Global Admin product and Analytics feature which we are enjoying very much.

Alternatives considered

[MyBoardPacket](https://www.capterra.com/p/151903/MyBoardPacket-com/)

Reason for choosing OnBoard

We originally used the predecessor software to OnBoard. After using OnBoard for about a year or so, we decided to take a look at a few other options. One I remembered was MyBoardPacket. It was definately a nice product and easy to use from what I could tell. The reason we stayed with OnBoard was becasue it did EVERYTHING we needed and our board members liked the software and there was no need for them to learn how to use something else. It ended up being a win-win all the way around!

Review Source

Response from OnBoard

December 16, 2019

Thank you for taking the time to review OnBoard! I'm so glad this is making your life easier and that you decided to stick it out with us. We truly appreciate the feedback about the various packages, and I will bring that up to Management as something to consider.

TH

Theresa H.  
Executive Assistant & Board Liaison  
Hospital & Health Care  
Used the software for: 6-12 months

### "Continue to be pleased with the purchase"

January 22, 2022

5.0

I've had an ideal customer experience with OnBoard! From sales to training to implementation (\[SENSITIVE CONTENT\] is awesome) to maintenance stage and IT needs. Improvements are continually coming. A very responsive team when it comes to questions or the occasional internet glitch. Great online resources for training, learning and best practices, in addition to live help.

Pros

Ease of use, organization, look, security, customer service, always open to ideas and making improvements, analytics.

Cons

Minutes builder and surveys could be improved. The ability to add custom fields to profile would be nice.

Alternatives considered

[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing OnBoard

Functions offered, customer service and price

Switched from

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)

Made the switch when our contract ended with The Governance Institute. Researched several products and OnBoard offered the functionality we needed at a price point we could manage with pandemic unknowns.

Review Source

PM

Preben M.  
Senior Advisor  
International Trade and Development  
Used the software for: 2+ years

### "Secure, reliable and fast. None other like Onboard."

January 10, 2024

5.0

Starting from implementation, Onboard has shown a consistent commendable performance. It makes sense for us and I highly recommend it.

Pros

Onboard has brought revolution in board communication. It securely create and organizes board materials just by a few clicks ensuring full control and better decisions making. The customer support team is wonderful and committed. It is quite easy to take charge of who accesses board information ensuring full confidentiality and data protection. Onboard is easy to customize and simplifies board meetings management.

Cons

Onboard is straight forward and user friendly. It has worked perfectly well for us. Nothing to complain about so far.

Switched from

[Workplace from Meta](https://www.capterra.com/p/168669/Workplace/)

Onboard is more transparent in terms of efficiency and security compared to Workplace from Meta. It is also easier to use.

Review Source

YZ

Youssef Z.  
Head of Department  
Higher Education  
Used the software for: 1-2 years

### "Provides easy version control for board documents"

May 26, 2025

5.0

Pros

We've used OnBoard to keep our board aligned in a very practical way. It does a nice job of document sharing and meeting coordination and the secure access for members ensures confidentiality.

Cons

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

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!

AO

Abby O.  
Operations Specialist  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Great Tool"

April 7, 2025

4.0

Overall it has been good especially with the trainings offered to help navigate the website and tools.

Pros

The ease of having board materials in one place.

Cons

The meeting page can be a bit confusing on the way dates are listed.

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

SA

Sara A.  
Social Media Manager  
Food & Beverages  
Used the software for: 2+ years

### "Makes all updates available to the board at any time"

August 27, 2024

5.0

With OnBoard, we no longer have to worry about board meetings. Updates and attachments are ready early, and it’s great that it has enabled us to document reviews and approvals transparently.

Pros

I loved the ease of gathering updates in one place with OnBoard. It’s great that it allows updates to flow from members, and we can create sections and gather updates for each section independently. I loved how we can review meeting minutes and keep attaching updates on points related to our section and arrange them to be ready before the next meeting. The documentation capabilities are high quality, as well as the chat channel that enables us to answer inquiries and discuss smoothly. The review and approval documentation mechanism with it is excellent and enhances governance within our organization.

Cons

With OnBoard, there are no cons, it keeps updates going and prepares reports and dashboards smoothly.

Review Source

Response from OnBoard

September 16, 2024

Hi Sara, Thanks so much for your review of OnBoard! I am so happy to hear that keeping your updates in one place and the documentation capabilities are 5 star for you - even better to hear that you have found no cons! If anything should change at any point, please reach out to our team - we are here to help and want to continue to improve your Board meeting experience.

AN

Amy N.  
Board Secretary  
Banking  
Used the software for: 2+ years

### "OnBoard for Board and Committee Management"

September 14, 2023

4.0

We are solving the need to house all meeting materials in one, central, accessible platform.

Pros

The feature that is most impactful to our organization's use is having meeting materials all in one place, eliminating the need to print materials and distribute to members.

Cons

My lease favorite part of OnBoard is reliability. There are times that the meeting book will not build. That does not work when needing to present at a meeting, or when members need to view the materials and vote. I am also disappointed with the Customer Service response when lodging a complaint. They do not have a good system of notification when an issue is resolved. It leaves us guessing and considering looking at different vendors for a similar product.

Review Source

CH

Christie H.  
Operations Manager  
Information Technology and Services  
Used the software for: 2+ years

### "OnBoard - A Great Product for Board Management"

July 28, 2021

4.0

I love the ease of use and structure/organization that OnBoard helps our organization obtain. It has made meeting materials and meeting structure so much easier. I love that all the features are readily available in one place. I would recommend this product to other orgs but noting that it is fairly costly for a not for profit.

Pros

As an organization we set up at least 3-4 meetings a month and it has really helped to streamline our process. Everything is now in one place. We also use the survey tool monthly and appreciate it's ease of use.

Cons

Approvals could be easier to use. I don't love that when changes are made in the back end sometimes it affects permissions that were set up long before hand. If you made an upgrade our board directors should still be able to access their usual meetings.

Alternatives considered

[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing OnBoard

Clean presentation, ease of use,

Review Source

MA

Miriam A.  
Board Secretary  
Higher Education  
Used the software for: 2+ years

### "OnBoard Provides Ease of Access and Security for Board of Trustees"

November 4, 2021

4.0

Regardless of our board desiring to maintain an in-person meeting format coming out of the pandemic, we are still utilizing the benefits of OnBoard for material distribution, highlighting important information, maintaining current contact details and up-to-date calendar information for upcoming meetings. OnBoard has been a huge support to our Board of Trustees.

Pros

I am constantly impressed with OnBoard and their continuous improvements. We implemented OnBoard prior to COVID shutting us down and were so thankful to have the technology to enable us to share materials and conduct elections and receive approvals all online. The time this system has saved us is tremendous, but the ease access and security of materials online has been even greater. Trustees can now take action on items while traveling using a phone, tablet or computer without waiting for a package to be delivered. Meeting materials can also be reviewed and stored online providing easy access to current agendas as well as past meeting reference of actions and materials. Binders are not left behind on tables, pages are not lost and we have confidence in the security of the materials online.

Cons

The challenge for us with OnBoard is simply the fact that we want all of the features and yet because of recent financial challenges that our university has faced we are holding tight to budget dollars and maintaining what we have with OnBoard which is still so much better than nothing! We dream of the future capabilities as there is so much to offer any company.

Review Source

JR

Joel R.  
Board Administrator  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "OnBoard is worth the expense"

February 26, 2022

4.0

Having a single location to allow for collaboration without having to use Dropbox, Messages, iChat, Google Docs, etc. makes a meeting go so much smoother. And I no longer need to print out hundreds of pages of documents for in-hand. And the Board members feel secure with the privacy and security that this system affords them.

Pros

This management software, now that I, as an administrator, have gone through the training, is easy to manage and easy to access from the board member's perspective. It provides shortcuts that allow for easy use, especially as it relates to minutes. I can create templates that shortens the administrative time needed.

Cons

There are some features to which one needs to adapt, but the team is very responsive to needs and offers the best work around for your particular needs.

Review Source

RT

Ranya T.  
Corporate Relations Manager  
Education Management  
Used the software for: 2+ years

### "Ascentis Review "

September 8, 2022

5.0

Fantastic, rapid and reliable customer service from the team, especially Bob! - Efficient use of time - no printing and posting packs of papers - Less time is needed to format and release, therefore the reports are much more current than previously - More Eco- friendly! - no more printing! - Accessibility - can read reports on the move, via phone, tablet or laptop

Pros

Good integration and user-friendly, similar to MS products which is good. The onboarding process went well, especially with the training for myself and our trustees who aren't very tech-savvy. I like how I can use this on my laptop, iPad and phone - all apps work very well. Main things I like: - user friendly - automation of reminders/RSVP - collation of papers into a pack and access to download (can use without internet) - timings - good indication for the team and the Chair - much more efficient use of time and focus - ability to move the agenda around and subtitles format - looks professional

Cons

Not much really! two things for me: - integrations of MS Teams (not Zoom) - permissions for new trustees (new trustees should not have access to previous papers, or there at least should be an option) Apart from that, I love OnBoard!

Reason for choosing OnBoard

User-friendly, reasonable price and fantastic customer service. Also, a client at Nelson and Colne also recommended it.

Review Source

WH

Warren H.  
Executive Director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "A tool that captures all of the duties and responsibilities for managing the governance of a Board "

August 13, 2021

5.0

OnBoard has lived up to the way it was first described and has a great suit of features to meet all the needs of Board governance. It is more than just an off the shelf product the personal touch in having OnBoard expert staff coaching organizations in its features in those early days ensures you are getting the most out of the product. that one -to-one interaction really helps personalize how OnBoard can best work for your organization. The ticketing system to address technical issue has also provided timely and effective resolutions.

Pros

Its very intuitive and interacts well with the Zoom virtual platform. It is also kept up to date with evolving features to ensure the end user needs are being met. Onboard can be used on multi devises making it very accessibility.

Cons

It only has the Zoom virtual option, when organizations often use other vrital meeting options such as MS Teams.

Reason for choosing OnBoard

Easy of use, features and price

Review Source

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