# OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is OnBoard the right Board Management solution for you? Explore 1055 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 --- OnBoard 4.7 (1055) 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 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 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 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 HC Hadi C Senior AssociatesFinancial Services, 51 - 200 employeesUsed the software for: 1-2 years. “Voting and e-signature tools saved my group so much back and forth and Zoom helped keep everyone on track and up to date.“ June 16, 2025 PM Phiwa parden M AdministratorComputer Software, 51 - 200 employeesUsed the software for: Less than 6 months. “The writing function is bit of a nightmare because you cant freely annotate and highlight function too..“ April 28, 2024 ## Showing most helpful reviews Showing 1-25 of 1055 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 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 . 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 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 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 CS Cherif S. HR Manager Sports Used the software for: 2+ years ### "Awesome Board Tool" March 19, 2026 5.0 Overall, my experience with has been exceptional. It has seamless features that promotes how the board conducts meetings with efficiency thus ensuring great productivity. I highly recommend this tool. Pros interface is highly intuitive and easy to navigate which makes it an ideal tool for board management. Meetings are made efficient which has seen great productivity for the company. The customer support team is very responsive which ensures our workflow is highly streamlined which leads to high productivity. Cons has been a seamless tool for us. I have not experienced any issues with this tool so far. I really like this tool. Review Source Response from OnBoard March 24, 2026 Thanks so much for the thoughtful feedback, we’re glad it’s been easy to use and helpful for your meetings. We really appreciate the kind words about our support team, and we are happy to have you on OnBoard! 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. 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 . Pros What I love most about 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 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. allows those users to work when and how they need, while maintaining their busy schedules. Pros 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 AM Alicia M. Executive Assistant Banking Used the software for: 2+ years ### "OnBoard - a must have for meeting packets!" April 11, 2025 5.0 My overall experience with has been positive. Pros Using for a variety of internal and external stakeholder meetings has made meeting setups a breeze. Cons No real cons, per say, but it would be great if there was a way to save items from a meeting to resources using a checkbox. Switched from [BoardPaq](https://www.capterra.com/p/151905/BoardPaq/) We wanted something more robust, user friendly, etc. Review Source DS Doug S. Controller Building Materials Used the software for: 6-12 months ### "OnBoard year 1" March 18, 2025 5.0 has been a great upgrade for our board management software. Pros is very user friendly and its document retention is great. Cons Getting my board to fully utilize . Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing OnBoard One of our board members utilizes on another board and they highly recommended it. Switched from [BoardPAC](https://www.capterra.com/p/153900/BoardPAC/) BoardPac was being terminated and the 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 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 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 . 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 ! 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 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, has shown a consistent commendable performance. It makes sense for us and I highly recommend it. Pros 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 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/) is more transparent in terms of efficiency and security compared to Workplace from Meta. It is also easier to use. Review Source TA Talha A. Associate Professor Higher Education Used the software for: 1-2 years ### "Improved how I manage recurring governance items" June 3, 2025 5.0 Pros has helped bring more continuity to our board meetings. It provided me with clarity towards attendance, voting history and accountability tracking. Cons Recurring meetings sometimes did not get updated accurately after initial sync when changes are made. 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 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 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 Conni K. Finance Assistant Non-Profit Organization Management Used the software for: Less than 6 months ### "OnBoard Success Story" March 19, 2025 5.0 has been a great asset to our non-profit and the OnBoard team has been incredible. The team goes above and beyond! Pros is a great time saver and helps us have productive board meetings by keeping us organized and prepared. Uploading documents to our meetings is easy and reformatting is not necessary. And the minutes are easily compiled and have a consistency that I greatly appreciate. Cons The only option I would like to see added is the ability to change/add salutations to the directory. Currently this is only available for a member to do themselves and I do understand why, but I am hoping there will be an option eventually to link a salutation to a specific board which could then enable this necessity. Review Source 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 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 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 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 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 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 ! 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 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. 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 JR Jessica R. Project Architect Real Estate Used the software for: 2+ years ### "One-stop-shop for coordinating and managing everything related to virtual meetings" January 9, 2023 5.0 Virtual meetings have become an essential matter for us, and on a daily basis we organize and participate in meetings remotely, and has helped us organize all the affairs of remote meetings, and since using it, managing the agenda, writing minutes of meetings, as well as tracking notes and participating in tasks and reports related to them is done properly, and it is also wonderful that every It is saved and archived on the cloud in an organized manner. Pros I appreciate the fact that is an exceptional tool, skills can be picked up quickly, and virtual meetings can be started without any complications. I greatly appreciate the speed of executing orders with OnBoard, as well as the distinctive dashboard that enables us to easily set up the agenda, schedule appointments, and also set up links, as the importance of this increases the level of realism. I also like the dashboard because I can review the comments of colleagues and managers and respond to them directly. I also find that sharing tasks and compiling reports is very flexible with OnBoard, as all members can actively participate. Also great is the way OnBoard provides for taking minutes of meetings, updating them, adding notes and alerts, all of which are saved in an organized manner and we can also access them easily. Cons I did not find things difficult with , as its distinctive design and high capabilities enabled us to manage virtual meetings as required. 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