# Page 8 | OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of OnBoard ## Showing most helpful reviews Showing 176-200 of 1055 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TC Teresa C. Senior Vice President/Chief Operations Officer Banking Used the software for: 2+ years ### "OnBoard has streamlined our meetings!" March 10, 2022 5.0 We have been very pleased with the product and would highly recommend it. Pros We love how user friendly this product is. Whether you are an administrator or a user it is easy to navigate. We had tried board meeting software in the past and were unsuccessful in transitioning the product but it was too difficult to use, so we were skeptical. OnBoard exceeded our expectations. Even our most "non-tech" members can use the product with ease. The drop and drag feature to pull in documents and the ability to notify your board members of announcements or items for voting has made it easy to stay in touch even when many were working from home or in other states. Cons I really don't have many cons. If a member needs to change an email address that was a little cumbersome, but doable. Review Source ST Scott T. President & CEO Banking Used the software for: 1-2 years ### "A solution to a long term problem" February 5, 2020 4.0 Overall we have had a great experience with OnBoard. The time saved by bank personnel in creation, maintenance and archiving of the board reports has been in my opinion well worth the cost. Pros The ability to make changes to our board package "on the fly" is a very big advantage. This keeps us from having to make changes and providing directors updated packages right before the meetings. Also, not having to deliver the package pre-meeting is a big help. The security functions seem to be very appropriate to secure our information. Cons Not having the ability for the meeting leader to "drive" the meeting to ensure all members are on the same page during the meeting is a little bit of downside. Hopefully that is something that can be considered in the future. Viewing the meetings on a regular sized iPad is a little difficult for some of our directors. They typically view the meeting information on their desktops or laptops at home and then either follow along during the meetings on their iPads or view the projection from the leader. Since our outside directors typically only use their iPads for their monthly meetings they quite often have password problems which in some cases bank personnel has to help with. Not a major issue but one to keep in mind. Review Source JW Jolene W. Executive Assistant Medical Devices Used the software for: 2+ years ### "OnBoard Advantage" July 28, 2021 5.0 Previously I gathered documents from several users to create a paper board book. The ease of uploading, organizing and the software creating the book automatically. Time saver, paper saver, insured that all have the current information, no emailing of versions each time a change is made. I run the meeting directly from the software, no more creating of a PowerPoint presentation. Pros The software is user friendly, easy to upload, create agendas and run meeting within the software. No emailing users, all have access to the most current version of documents. Cons Permissions, i find myself double-checking to insure i have them set properly. Review Source HB Harmony B. Executive Administrator Banking Used the software for: 6-12 months ### "Board Management made easy" September 15, 2023 5.0 Great experience Pros Meeting minutes and board packets. Really enjoy how easy it is to make updates in real time to the agenda. Cons PDFs are sometimes damaged when trying to share board packets with regulators. Review Source VR Verified Reviewer Specialist Recruiter Media Production Used the software for: Less than 6 months ### "Very Collaborative Product" October 6, 2023 5.0 Customer service worked really well when they presented the demo and answered our every questions and showed everything we needed. Pros The real-time notification feature is very unique and has great collaborative tools that serves for every level of employee in the company. Cons User interface could be done better and appealing, such as icons and images. Logging in sometimes took time and had to try a few times. Review Source MC Mandy C. Executive Assistant Financial Services Used the software for: 2+ years ### "Great product if you take advantage of it" November 20, 2019 5.0 It's been a great experience overall. I am steadily trying to encourage the use of the this platform with the associates because there are so many options that we are not utilizing (i.e. approvals, surveys, etc.) Pros Having everything in one place, available to whomever you need. It's easily accessible and has just enough security parameters. I love the 'download book' feature, as a lot of the time, I keep the books for my own records and to distribute via email, if needed. Cons A pain point of mine, which may just be my internet connection, is that sometimes when I load a document in, it'll say 'file upload complete' but then when I open the heading, it's not there. I have to log out/back in in order for me to see if come up. Also, I've already submitted this to your team, but I would like to ability to select multiple attachments to be able to move them under a different section. Review Source Response from OnBoard November 22, 2019 Thank you for taking the time to review OnBoard! I'm so glad it's been a real time-saver for you and that you are finding it easy to use. Otherwise, that may be a bug on our end, but I will check with Product. If you run into it again, please let your Customer Success Manager know. SC Stephanie C. Executive Assistant to the Board of Directors Non-Profit Organization Management Used the software for: 6-12 months ### "Hidden Gem" January 28, 2019 5.0 The training and support staff are top-notch. I work with a very experienced board and several have commented that it is one of the better portals they have encountered. I always get a REAL PERSON within a few seconds of calling their support line and they have ALWAYS been able to answer my questions. They take feature requests seriously. I highly recommend them for any board looking to have a better environment for communication and collaboration. Pros I researched more than 15 portals before deciding to go with OnBoard. The price and ease of use made the decision very easy for us. It is a clean and intuitive interface with lots of power behind the scenes. Cons There are some features like alphabetizing by Last Name or First Name that change depending on which page you are on in the portal which adds some confusion. I'd like the Dashboard design to allow for more more customization. Review Source Response from OnBoard August 29, 2019 Thank you so much for taking the time to leave a review! Ease of use will always be a top priority for us when making updates. We definitely appreciate the suggestion, and I will pass that along to our Product team. If you need anything, please don't hesitate to contact your Customer Success Manager. KH Kelly H. Owner Non-Profit Organization Management Used the software for: 6-12 months ### "This software is priceless when getting information for hiring!" July 4, 2021 5.0 Pros I like how easy it is to put together questionnaires for employment. Cons There is nothing about this but I did not find easy to use Review Source CS Clarissa S. Executive Secretary and Human Resources Assistant Utilities Used the software for: 6-12 months ### "Continous Operations Through COVID" September 2, 2020 5.0 The engagement of the OnBoard sales and service team has been exceptional. Their support has made the transition from our previous board meeting platform to OnBoard seamless. Pros The board is able to function well virtually and depending on the packages your firm utilizes, the functionality increases. This has proven particularly important as our firm navigates operations through the COVID19 pandemic. Cons As of right now, there is nothing that I dislike about the software. It is user - friendly and helps keep the board efficient in a remote work environment. Alternatives considered [BoardPaq](https://www.capterra.com/p/151905/BoardPaq/) Switched from [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) As an administrator, I was looking for a product that was more user - friendly. Review Source RH Rebecca H. Board Chair Higher Education Used the software for: 6-12 months ### "Happy we made a change" November 23, 2020 5.0 Although we had previously used a different portal which basically served our needs, it was somewhat difficult for all board members to get up to speed. The OnBoard user interface as well as the support have made it worth the switch. It's much simpler to work with meeting agendas, permissions, etc. Pros We transitioned from a previous portal to OnBoard due to the user-friendly interface. This has facilitated implementation of meetings, internal messaging, resource storage, and surveys for an age-diverse and technology-skills-diverse board. The support during implementation has been excellent. We look forward to implementing electronic signatures and exploring even more ways to reduce paper and email communication outside this system, as it's so much more efficient to centralize everything. Cons The one item I would change would be to allow gallery view in the connected Zoom meetings. I don't think this is actually a function of OnBoard, but I'd really like for all users to have that ability when using the OnBoard Zoom link to join a meeting. Review Source EP Eva P. Admin Assist Financial Services Used the software for: 2+ years ### "OnBoard, a great Board tool" January 22, 2020 5.0 Our experience has been very good and our Board has been very pleased with how easily they can access OnBoard and view their monthly Board packets both at home and during the Board meetings. Pros ease with which the Board can view and make notations on their monthly Board packet. Cons There are some compatibility issues with older versions of documents we place on the site and occasionally our users have issues viewing documents placed in the Resources folder. Reason for choosing OnBoard OnBoard offered a more versatile product and allows us to use it as a location to store documents the Board frequently uses, in addition to the monthly Board meeting packets. Review Source VR Verified Reviewer CEO Non-Profit Organization Management Used the software for: 6-12 months ### "Good starter product for board administration, navigation experience is average, feature limitations" August 27, 2020 3.0 This is the first board management tool we've used, so moving from what we were doing previously to this tool was a positive step for our company. My understanding is that customer support has been fairly responsive but we've gotten a lot of "oh our product doesn't do that...its on the list" or "we limited that feature on purpose because of XYZ." Pros OnBoard was a good starter product for our company as our structure has become more complex with multiple supporting organization boards that we are administering. The multi-tenant capabilities of OnBoard and the ease of toggling between different boards was a major driver in our decision to purchase OnBoard. Cons The social feed is not great and we had significant issues learning how to post and correctly push communication updates to email and notifications. The opportunities for board interaction are limited. The messaging feature is primitive. The survey and approvals feature is not easy to navigate and tracking responses requires an unnecessary amount of hops. Review Source LP Linda P. Director of Operations Financial Services Used the software for: 2+ years ### "Makes Building Board Meeting Materials Easy" September 22, 2021 5.0 Customer service team is excellent whenever I have called. They help resolve my issue or question very quickly. \[SENSITVE CONTENT\] our account manager is extremely helpful and I can always get a hold of her when needed. Pros Everything all in one place. Very easy to upload, store documents. Communicates to all your members after the information is ready. The portal is assessable for all devices. Helps keep the Board administration process organized. Cons The calendar icon in the portal doesn't look like one and I always click the wrong one first trying to access it. Reason for choosing OnBoard Pricing and nicer sales team Review Source CG Carla G. Executive Assistant Non-Profit Organization Management Used the software for: 6-12 months ### "Lund Loves OnBoard!" June 13, 2019 5.0 Prior to OnBoard, our board was exhausted and overwhelmed by the amount of paperwork they were receiving in their board packets. The board packets were averaging around 75-100 pages, and when you have 20 board members, they would take hours to print. It was a big waste of time and expenses. Creation of the board packet was an entirely separate time-sucker, as the Table of Contents had to constantly be adjusted. Since the portal, not only have the board appreciated the lack of paper and the convenience of being able to click to what they need, but we have saved hundreds in staff pay (and frustration!) of creating manual board packets! Pros OnBoard's Resource option has proven to be so valuable for our agency. We do not have an intranet or any one central location that board and staff can communicate and share documents, and the documents are constantly being updated. The Resource library has been great to keep the most updated documents all in one place. The customer service is impeccable!! Their team is very helpful, receptive, and very competent. The rep has been great to work with. Cons There's not much negative to say about OnBoard. It is reasonably priced and though they have been making many updates lately, it is because they are listening to their customer's needs. Review Source Response from OnBoard August 29, 2019 Thanks for your glowing review! Using the Resource Library can be such a huge asset, and I'm glad to hear how much it's helped. I will be sure to send your compliments to the Support and Customer Success teams. VS Vickie S. Executive Assistant Education Management Used the software for: 6-12 months ### "SFU Board of Trustees Engaged with OnBoard" November 19, 2021 5.0 Increased communication has definitely been the biggest benefit. Trustees like seeing everything available in one place. Pros It's easy to implement. The training for myself, admins and the Trustees was excellent. Cons Other than wanting to put in former Trustees to be able to track them, none so far. Review Source SR Sandy R. Sr. Executive Assistant to CEO Publishing Used the software for: 6-12 months ### "Easy and Economical" June 13, 2019 5.0 One of the biggest benefits of OnBoard is the ability to make last minute changes to documents and re-load to the portal and knowing our board has the most current version of a document. Pros The board portal was easy to launch to our end-users who have varying degrees of computer aptitude. As the administrator I find building the agenda and uploading documents to be straight forward and quick. We love the ability to make last minute changes to our documents and upload to the portal without worrying about re-printing an actual paper board book. OnBoard gives our company ease of mind of keeping our documents secure by not having a paper board book in circulation. We also like the fact that OnBoard is an economical solution for distributing our board documents to the board in a fast and secure method. Cons Some of their documentation could be written better. I find it sometimes difficult to search the administrator guide for answers. However, they do have wonderful online tutorials as well as a Q&A section where I find the answers. If I still can't find what I'm looking for, then I contact their technical support group. Review Source Response from OnBoard August 29, 2019 Thank you so mThank so much for taking the time to review OnBoard Board Management Software! Ease of use and security are always top of mind when incorporating new features, and we try to make sure that it does what it needs to for you. We appreciate the feedback on the manual as well.uch for your review! LB Laura B. President of Board Non-Profit Organization Management Used the software for: Less than 6 months ### "Great value to our Board" August 13, 2021 5.0 WONDERFUL customer support with comprehensive training initially for the administrators, and very user friendly training for each member of our Board. Pros One repository for our directory to stay connected with one another, the important documents that the Board needs to stay connected, should be a wonderful tool to help with orientation of new Board members as we enter the next calendar year. Cons Learning the various permissions and controls, making decisions about who has what permissions - - not a negative re: OnBoard itself, but required multiple decisions about how to establish each Board member's portfolio, Reason for choosing OnBoard The functionality and the pricing simply added up to a great value. Review Source Hervé K. Gestion clientèle Media Production Used the software for: Less than 6 months ### "Outil de réunion en ligne" September 27, 2023 5.0 Meilleur expérience Pros On board est un excellent logiciel très facile et simple à utiliser qui me permet d'organiser des réunions en ligne, télécharger des documents très rapidement grâce à ses fonctionnalités robuste Cons Je suis très satisfait d'avoir ce logiciel Review Source KF Kathy F. AVP, Administration & Marketing Banking Used the software for: 2+ years ### "Five Year User of OnBoard " March 19, 2019 5.0 Prior to using OnBoard, I was printing, collating, tabbing and binding fifteen Board Packages per month. This program has helped reduce the amount of paper being used and has significantly reduced the amount of time it takes to prepare/build the Board Package. We also use OnBoard for various committee meetings and management team meetings. We currently have 25 users. Pros Software is very user friendly. When first utilizing this program, I was able to set up all users and start building agendas and uploading files with very little assistance from customer support. Cons At this time, I do not have anything that I dislike about this package. A few of our older Board members are not necessarily fond of using a mobile device (iPad) to following along in meetings. For those members, I do still print a package when needed. Review Source Response from OnBoard August 29, 2019 Thank so much for taking the time to review OnBoard Board Management Software! Ease of use and administrator features are always top of mind when incorporating new features. If any of your board members would like personalized training, please let us know how we can assist. DG Deborah G. Office Manager Non-Profit Organization Management Used the software for: 6-12 months ### "OnBoard Made My Job A Lot Easier" August 25, 2020 5.0 Our experience has been nothing but positive. From the first reach out by \[SENSITIVE CONTENT HIDDEN\] right through to the customer service outreach with \[SENSITIVE CONTENT HIDDEN\] Pros Onboard is such a simple and intuitive product. As soon as I received access to the product I was able to log in and immediately start building the portal to suit our needs. We had a board meeting very shortly after signing on - I was able to build and circulate the agenda and board materials within the first day of implementing the product. Cons I have not received any complaints from the board members. All board members found it very simple to login and maneuver around the portal. Alternatives considered [Aprio](https://www.capterra.com/p/172971/Aprio/) Reason for choosing OnBoard Ease of Use Simple Interface Customer Service Price Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Sharepoint was clunky and not intuitive. Board members found it very difficult to access board materials and reference documents. The technology did not suit our purpose Review Source AL Adrianne L. ISO Banking Used the software for: 2+ years ### "Easy to use, time saver, paper saver" February 7, 2022 5.0 Customer service it top notch. Easy to use and implement the product. Pros This product has saved us hours of time and lots of paper and postage. Cons Occasionally the product is quirky with non-pdf docs. Reason for choosing OnBoard Customer service and ease of use. Review Source JH Jeryl H. Administrative Assistant Financial Services Used the software for: 2+ years ### "Review of the OnBoard Portal from an Administrative Assistant's point of view." March 2, 2020 5.0 OnBoard has proven to be a great asset for our employees as well as our volunteers. When we have had issues with a feature not working to suit us, we have been able to make requests for product change or development - and many of those changes have happened. It's nice to know our opinions are considered and taken seriously. Pros We use the Calendar feature the most. All of our committee meetings are loaded to the portal, and we have been able to save a lot of paper waste with use of the portal. We have also enjoyed being able to add additional users to the portal as our needs grow. Cons While we do not use all features of the program, what we do use is working very well for us. The only feature that I am aware of not being conducive for us is the Survey. We had difficulty fitting our type questions in with the type of answers available, so we have not been able to use. But the Approvals and E-Signature features work well. Reason for choosing OnBoard The price and features were in alignment with our needs. Review Source AS April S. Assistant to the President Education Management Used the software for: 2+ years ### "One thing that really does make my life easier" January 14, 2021 5.0 This is one of the tools that I couldn't do my job without. It has helped make the process of collecting and managing 25-75 documents for a given board meeting seamless. Pros We've used OnBoard for board meetings for something close to five years now. What sets OnBoard apart from others in the industry is its value for the money and approach to customer support. They are incredibly responsive to the needs of their customers and are always adding new and incredibly useful features. Cons I can't think of one. Everything that's ever been glitchy or not worked well is usually fixed in a couple of months. Alternatives considered [BoardDocs](https://www.capterra.com/p/224307/BoardDocs/)[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing OnBoard The difference between these products comes down to cost. They all do very similar things, but we would not have been able to implement more expensive products. Review Source CW Christen W. Executive Assistant Non-Profit Organization Management Used the software for: 2+ years ### "A must have for a modern, efficient board of directors" March 9, 2021 5.0 Our Board of Directors and other Executive Committees utilize OnBoard for all of our meeting materials, approvals, some surveys, and storing materials the Board may wish to review (eg our Policy Manual, approved meeting minutes). The user interface is very easy to use, which is an asset as some of our board members are not tech savvy. Pros OnBoard makes disseminating information for Board and Executive Committee meetings easy and seamless. Our Board really appreciates the annotation features, and as an administrator I appreciate the surveys and approvals. We use the approvals to approve operational matters such as ratifying minutes or approving committee members in order to be operationally efficient and focus attention on higher-value topics. Cons My only critique of OnBoard is that when you upload an agenda to your meeting, it does not show as a page in your materials unless you upload it a second time and take it to your meeting outline. It's a small issue, and overall we are extremely satisfied with OnBoard. Review Source CC Cheryl C. Chief of Staff Insurance Used the software for: 2+ years ### "CDPHP and OnBoard" July 22, 2021 5.0 The experience has been fantastic, especially comparing to our last portal. Pros It is very easy for our board members to use and navigate. Cons I dont really have any con's about OnBoard. Switched from [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) The price of BV was going out of control and the controls were not user friendly. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.