# Page 2 | OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is OnBoard the right Governance, Risk and Compliance (GRC) 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 March 15th, 2026 # Page 2 - Reviews of OnBoard ## Showing most helpful reviews Showing 26-50 of 1055 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use EAJ Esami Allan J. Web Developer Information Technology and Services Used the software for: 2+ years ### "Board Management made incredibly easy ." July 30, 2025 5.0 Overall,OnBoard is very user friendly ,transitioning from paperboard packets to a an excellent digital format saves a lot of time and ensure efficiency in preparing for board meetings . Pros The ease of use and simplicity of OnBoard is one of it's strongest features. Its straightforward to build board meeting book and breeze teaching the board members how to use the app.Has an extremely helpful customer support who are also eager to assist.Has other excellent features like document attachment ,agenda building ,surveys and resources .Allow upload and storage of document for the board to refer back to and have them complete actions without holding a meeting . Cons I have nothing to complain about this product ,with recent upgrades everything has been made easier and effective. Review Source JS Jody S. Corporate Paralegal Oil & Energy Used the software for: 6-12 months ### "OnBoard is Intuitive and Easy to Use!" March 21, 2025 5.0 The OnBoard team has been extremely responsive whenever I reach out. If I ever encounter a topic that I am not able to find within the OnBoard Academy they respond in a prompt and professional manner. I would encourage anyone who has a question and cannot find an answer, to not hesitate reaching out. Pros It is very user friendly! This is my first year using it and I have been appreciative of how intuitive the program is. It's easy to navigate, and being able to duplicate meetings and actions on the administrative side, is a huge time saver for any repetitive meetings and questionnaires/surveys. The OnBoard Academy is also a great tool to help you learn the program. Cons There was one instance when the program was not loading properly and I needed to urgently update a board book. Thankfully, eventually the issue resolved itself. There was one other occurrence where a user experienced an issue downloading an Excel document from a resource folder. They were using an Apple product to access the portal and they were not able to view the document in question as a spreadsheet. I reached out to OnBoard regarding same and they confirmed the user would need to have the Excel App downloaded on their device. Review Source ML Maddie L. Executive Assistant Legal Services Used the software for: Less than 6 months ### "Exceptional Support from OnBoard Team and \[sensitive content hidden\]!" March 19, 2025 5.0 Overall, our experience with OnBoard has been outstanding—from the platform’s ease of use to the exceptional support we received throughout the process. It has truly elevated the way we operate and engage with our Board. Pros Integrating OnBoard into our Board operations at Bet Tzedek has been a truly transformative experience. The platform has made it so much easier for us to manage Board meetings, materials, and communication in one centralized, user-friendly space. 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 \[sensitive content hidden\]. From our very first conversation, \[sensitive content hidden\] brought a level of professionalism, warmth, and responsiveness that made all the difference. She took the time to understand our needs, guided us through the onboarding process step by step, and was always available to answer questions and offer thoughtful solutions. Her ability to keep things moving forward while also being patient and approachable was deeply appreciated by our whole team. Thanks to both the OnBoard platform and \[sensitive content hidden\] expert guidance, we now have a system that truly supports the way our Board works. We’re grateful for her partnership and wouldn’t hesitate to recommend both the platform and her support to other organizations looking to enhance their Board engagement and operations. Cons It was just difficult to get Board members to sign up until certain deadline, but now everyone is on board. :) Review Source NA NOREDDINE A. Senior Coordinator Higher Education Used the software for: 1-2 years ### "Makes preparation of board pack stress-free" July 21, 2025 5.0 Pros OnBoard helps to minimize the back and forth when I am collecting reports and committee updates. The ability to upload documents once and simultaneously share them with directors keeps our board ready and prepared before each meeting. Cons There are instances of huge attachments that take some time to upload and this becomes slow to me when I am on strict deadlines. 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 AD Alexandra D. Executive Administrator and Board Liaison Non-Profit Organization Management Used the software for: 6-12 months ### "OnBoard Experience" April 7, 2025 5.0 The platform has been easy to learn, easy to explain and the customer service has been wonderful Pros It's user-friendly and easy to show board members how to use. I love the ability to share documents. Cons I wish there was a way to minimize the number of platforms we use as an association. For example, if OnBoard was a part of Aptify or Smartsheet, etc. Review Source EB Erin B. Executive Manager Education Management Used the software for: 6-12 months ### "Enthusiastic OnBoard User" April 11, 2025 5.0 Love it. Highly recommend to other Universities. Pros It is super user friendly. Building an agenda out is easy as pie. Cons In automatic minutes, the options to highlight, add bullets, numbers, change fonts is not user friendly. 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 HC Hadi C. Senior Associates Financial Services Used the software for: 1-2 years ### "Easing our strategic planning" June 16, 2025 5.0 Pros The agenda builder and resource library in OnBoard allowed me to create meeting books using the drag and drop simplicity. Voting and e-signature tools saved my group so much back and forth and Zoom helped keep everyone on track and up to date. Cons 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. 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 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 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 OnBoard 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 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 LM Lucas M. Communications and Engagement Coordinator Performing Arts Used the software for: 6-12 months ### "Pretty good but could use improvement. " March 18, 2025 4.0 Pros I like the ease of use and the layout of information. It's fairly basic and straightforward. Cons I'm not a huge fan of the permission setting issues. Some things work fully but some only work in park (like some things you can duplicate if you have permission but others you can't). There are also some features that would be useful for example a messenger notification management or @ing feature. 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 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 MG Marcie-Jo G. Executive Assistant to the President and CEO Hospital & Health Care Used the software for: 2+ years ### "Ease of Use" March 19, 2025 4.0 On Board works well as intended to provide an agenda, documents, presentations and confidential itesm Pros Ease of Use. Ability to post confidential documents Cons Does not work well with AOL (which some people still use unfortunately) Some people cannot find items in folders easily 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 SF Sheryl F. Executive Assistant and Board Secretary Logistics and Supply Chain Used the software for: 6-12 months ### "OnBoard - the perfect portal for all of your board meeting needs!" September 27, 2024 5.0 Overall I am very pleased with the portal and am grateful to have a professional software to use. With my previous employer all agendas and packages needed to be built manually so I recognize the efficiencies that this portal allows. Pros I love how easy it is to build board and committee agendas and packages in OnBoard. It's a great place to store and share all relevant information for our board members, giving them easy access to any reference documents they may need, when they need them. Cons My only suggestion for improvement to the OnBoard portal is to allow some additional customizations i.e., changes to font style and colour. 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 OnBoard has been a great asset to our non-profit and the OnBoard team has been incredible. The team goes above and beyond! Pros OnBoard 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 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. BH Brandon H. CEO Banking Used the software for: 2+ years ### "This Software is Now in the Cash Flow Phase" March 8, 2024 3.0 We are so disappointed with the ongoing lack of support. We have been asking for basic feature additions for years, and have even offered to pay for additional development (we are a $400M company). The software platform is clearly past the investment phase, and we regret the past few years of investment from a time and financial perspective. Pros The portion of the software focused on meeting orchestration is good. The feature functionality around scheduling meetings, building agendas, and aggregating attachments works well (although this doesn't carry through actually running a meeting). Cons During meetings, the meeting book does not automatically size to the window. At all. As users scroll through the meeting, it is very distracting to continually zoom/unzoom/scroll right/scroll down to fit information to the screen. This functionality is standard in PDF readers. Online discussions are not threaded. You may only have ONE long-running discussion with each distinct set of people. It makes the feature useless for all but the most mundane of communications. The software does not support read-only audit users. Most organizations, both for-profit and not-for-profit, need to provide access to state examiners, federal examiners, or financial auditors. Despite asking for this functionality for years, the only response is that we may buy more licenses to support temporary users, which would require manually back-allocating user permissions to all meetings and files. Switched from [MyBoardPacket](https://www.capterra.com/p/151903/MyBoardPacket-com/) The prior platform was in serious decline. Review Source Response from OnBoard September 16, 2024 Hi Brandon! Thank you for your detailed feedback. I’m glad to hear that our meeting planning features have been helpful for you. However, I’m sorry to hear about the challenges you’ve experienced with the meeting book, online discussions and the need for a read-only audit user. Your suggestions are invaluable as we work to enhance OnBoard, and I understand how frustrating it can be when things don’t work as expected. Since we only have your first name and initial listed here, could you please reach out to us at obpros@onboardmeetings.com? We’d love to discuss your concerns in more detail. Thanks again for your review, and we look forward to hearing from you. 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 Talk to a Capterra advisor for free and get results within 15 minutes.