# Page 9 | OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of OnBoard ## Showing most helpful reviews Showing 201-225 of 1055 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NZ Nichole Z. Executive Assistant Banking Used the software for: 6-12 months ### "First year review" March 23, 2021 5.0 Very pleased with OnBoard and the feedback we have received. Blows our last provider out of the water. Pros Easy to use as an administrator, user friendly for board members, streamlined processes built in, technology works Cons No expense management system built in, but something that could be added in the future possibly Alternatives considered [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Reason for choosing OnBoard Products were very similar overall, but preferred OnBoard and the service provided. Switched from [Aprio](https://www.capterra.com/p/172971/Aprio/) Technology consistently failed, things never worked as they were supposed, no auto sync, login issues, etc. Review Source JW Joy W. President/CEO Financial Services Used the software for: 2+ years ### "OnBoard - Highly recommended by Nova CU!" February 2, 2022 5.0 We've used OnBoard for many years and love the product. Pros Document storage is critical as most of our financial reports have long term retention requirements. Also, love the ease of use of the software. It has been very simple for our Board to access Board meeting documents every month. Cons Can't think of any aspect that we don't like. Review Source AE Alison E. VP Finance Banking Used the software for: 2+ years ### "OnBoard Board Portal" March 3, 2020 4.0 Our overall experience has been great. The team is always quick to respond with questions and help us with tips and tricks to most efficiently and effectively use the product. The meetings are easy to build and edit and secure. Exactly what we were looking for! Pros I love that you can drag files from your computer right into the board report. I also really liked that you can upload many different kinds of files. Other programs had to be PDF's, creating the need to print every file to a PDF and duplicating much of the work. Cons After a recent update the agenda composition isn't as easy as it used to be. You used to be able to delete rows right within each row. Now you have to select the row and click the delete button up top. We have also ran into some loading issues when our board packets get too big. We have been able to break up the packets into different meetings but it would be nice if we could have each packet in one meeting. Reason for choosing OnBoard Ease of use and overall look of the software. Review Source DP Debra P. Executive Assistant Financial Services Used the software for: 2+ years ### "OnBoard and beyond" July 10, 2020 4.0 Passageways has been a great company to work with - I highly recommend them both for their product as well as service. They continue to evolve and stay on the leading edge, always with the user in mind. Pros Our purpose was to initially do away with paper board packets and create something that the Board and committees could access easily and at any time. Giving them the availability to use their board packets on an iPad was a great turning point in becoming more efficient with our Board and volunteers. Cons There were a few things we asked them to change and it was implemented into their updates quickly. Reason for choosing OnBoard User friendly Review Source TM Terry M. SVP/CIO Banking Used the software for: 2+ years ### "No More Paper!" November 12, 2019 4.0 We used to print huge board packets twice monthly and even mail some of them to out of town board members. We save time and money with OnBoard, plus feel it's more secure this way than with the printed packets. We now use OnBoard for all committee meetings - NO MORE PAPER! Pros There have been many upgrades since we started using this product. I love the ability to import an agenda rather than manually adding each line item. It greatly reduced the time in building a packet. Cons I would like to see the pricing based on asset size rather than having to sign an additional contract and pay separately every time a new employee is added. It would be nice to be able to be able to add temporary or ad hoc users so they can attend a specific meeting. Reason for choosing OnBoard I know pricing was a consideration Review Source Response from OnBoard November 14, 2019 Thank you for taking the time to review OnBoard! I'm so glad you are finding the upgrades and and features useful to your bank. That's good feedback about asset size and is something I can bring up to our Sales team. Otherwise, isn't the paper saving a great feeling? MB Malissa B. Executive Assistant Higher Education Used the software for: 6-12 months ### "OnBoard Review" November 22, 2019 5.0 We are new to OnBoard, using it just with a beta group at our last board meeting. We intend a full roll-out to the board at our next meeting in a few months. I have been very impressed with the product so far. In addition, the support I've received as far as training goes has been very helpful in getting our portal established. Pros I like the ease of creating meetings and then making changes and edits to those meetings. Having changes updated immediately and for those changes to be readily available is very important to us as we go through our book building process. Before using OnBoard, something as minor as a meeting location change would require emails to committee members, etc. Now, we just have to update the meeting in OnBoard and the information is accurate and up-to-date. Cons I would like more controls when it comes to the PDF version of the board book. Having the ability to add a bookmark or something to a page, where you can access it in a flash, would be helpful. Maybe this option is available and I just haven't figured it out yet. Alternatives considered [BoardPAC](https://www.capterra.com/p/153900/BoardPAC/) Reason for choosing OnBoard The relationship with AGB and the resulting discount on pricing was very influential in our decision to go with OnBoard. Review Source Response from OnBoard November 26, 2019 Thank you for taking the time to review OnBoard! I'm so glad that ease of use is really coming through for you and that you've changed your whole processes to better accommodate it. There are options to make annotations or notes and then search them. Maybe that would help? Either way, I will be sure to bring up a "bookmark" feature to Product. GT Grady T. CFO Banking Used the software for: 2+ years ### "Robust but could be enhanced" August 26, 2020 4.0 Overall, OnBoard is a valuable tool due to its robust capabilities between housing archives as well as upcoming meetings in additional to providing a centralized location for important documents and resources. Pros Easy retrieval of information from past meetings is most beneficial. Cons When I'm looking at a prior meeting - anytime I exit out of that meeting I'm taken back to the current calendar rather than staying at that prior timeframe. Also, something like a drop-down to pick your timeframe you want to "jump" to would be much easier than needing to hit the back arrow over and over and over to get where you want to go. Review Source CM Craig M. SVP-Chief Risk Officer Financial Services Used the software for: 2+ years ### "Great Product at a Reasonable Price" June 26, 2020 4.0 Great product, great people. Really improved our overall process for preparing for Board and Executive Team meetings. Pros Easy to use product that streamlined the creation of our Board Package and has provided a secure way to get sensitive material to not only board members but members of the C suite as well. The ability to seamlessly add material to a meeting up to the last minute is alone worth the cost. Also you can tailor the material so it is only seen by those that need to see it. Easy to use -- you can train your administrative staff in a couple of hours on how to use the product, and you are off and running. Cons This is cloud based, so at times it takes the system a bit to save updates. You have to be very careful that you give it time or your changes are lost. Better annotation options would also improve the experience. Review Source PH Poonie H. Special Assistant to the CEO/ 2020 Census Coordinator Hospital & Health Care Used the software for: Less than 6 months ### "OnBoard Implementation" June 15, 2020 4.0 Very positive. Our staff is the biggest problem - they need to start using it! Nearly everyone is trained and we loved the accessibility of the training and how easy it is to schedule one and get questions answered. Pros Agendas and documents are easy to load and maintain. Maintains calendar well and information disseminated easily. Cons Agenda features are very limited. Permissions get too complicated for people. It would be nice to have one lead administrator overall to help people. Having to go through layers for permissions is time consuming. I wish resources was easier to maintain. Reason for choosing OnBoard On-going technical support and training. The program is dynamic - feedback and changes from clients were welcome. We have yet to see any of our requests occur, but believe they are taken seriously. We would not have purchased it if the training was not available and if it was static. Review Source gS gary S. CEO Sports Used the software for: Less than 6 months ### "Board Operational Success" September 22, 2021 5.0 Awsome. The staff loves it and the board loves it. Pros We have an enjoyed every aspect that we have used thus far with the OnBoard platform. From meeting communications, to reminders, to board meeting agenda, to document sharing...we have found this platform to be a time saver and credit OnBoard with greatly improving our board commuications, board meetings and board functions. Trainings for Board and Staff have been wonderful. Thank you for helping us grow. Cons No issues at the moment. We have a few board members that have not signed in yet and that makes communications difficult but not a fault of OnBoard. Reason for choosing OnBoard Other similar products where cheaper but the quality and ease of use was not there. We would rather pay a bit more for your platform as we think it is that much better. Review Source SD Sarah D. Director of Corporate Affairs Individual & Family Services Used the software for: Less than 6 months ### "OnBoard for Nonprofit Board of Directors" March 4, 2021 5.0 Thus far, I have used OnBoard to house all of our Board of Director-related documents, including agendas, meeting minutes, corporate materials, financial statements, etc. I have also been able to organize and execute one BOD meeting using OnBoard, and I found it very functional in keeping my board well-informed and well-prepared for their discussion. Pros As the Director of our Board of Directors, it is vital that we have an easy way to communicate with our Board members, and that they have easy access to documents, links, and meeting minutes and agendas. The OnBoard platform ensures that everything can be found in one place and that communication with th entire Board can happen easily, especially in regards to critical action items. Cons The only hiccup I have run into thus far, is when adding actions or documents to agendas, I have to make sure that my Board has access to them, or that they are "invited to them. I feel like it would be easier if access was automatically granted to all invitees of an agenda when the action or resource was added. I hope this makes sense. Switched from [MeetingKing](https://www.capterra.com/p/140214/MeetingKing/) Our agency wanted a more robust online platform that we would encompass several different platforms we were using to manage our Board of Directors--we wanted a "one-stop shop" that could handle all BOD communication, resources, and meeting agendas and minutes. MeetingKing is limited to just housing agendas and minutes. Review Source Laura W. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "OnBoard is Wonderful" March 7, 2019 5.0 Our board is now able to spend more time strategizing and worrying about big picture because the administrative tasks are taken care of in advance. Pros It's easy to use, my documents are on my phone, it makes the board meetings more effective. Cons I've only disliked one thing about the product early on, but I told reprentative about it right away and the issue was fixed almost immediately. Review Source Response from OnBoard August 30, 2019 Thank you so much for the review! We are glad this has become such a time-saver for you and that the board is able to better focus on the meeting. If you have any other issues, be sure to let your Customer Success Manager know. KH Kylene H. Executive Administrative Assistant Banking Used the software for: 6-12 months ### "OnBOard for the Board" August 30, 2022 4.0 This program is easy for our board members to view our board/meeting books and is nice they can have it wherever thy are at; phone, tablet or PC. Pros It was pretty easy to navigate once you learn the system. Cons Some of the navigation tools were hard to follow and remember how to use when only using them a few times every so often. Reason for choosing OnBoard This seemed to be the better fit for our needs according to our other admins that started with this program. Review Source Julia W. SVP Banking Used the software for: 2+ years ### "Easy to use Board Portal" August 26, 2020 4.0 It's been a positive experience overall for all parties involved. Pros The Passageways OnBoard solution was easy to implement and makes managing board and committee meetings a breeze. Transitioning from paper to an electronic packet created many efficiencies for the company allowing folks more time to focus on the content of the meeting instead of tasks associated with creating the meeting book. Cons Currently, they support integration with Zoom only. I am looking for integration to additional video conferencing solutions. Reason for choosing OnBoard Features and cost Review Source DE Dusty E. Assistant Director of IT Banking Used the software for: 2+ years ### "Great product and great price" January 19, 2021 5.0 We really love this product. It's great for the price and easy for our end-users and boardmembers alike to use it, many of whom are not tech savvy. Pros This product allows us to setup multiple groups for different committees, board meetings, shareholder meetings, etc. as well as has a cloud based document repository for keeping files like our BCP and various reports. It is easy to create a meeting, add the group that you want to attend and add the content that you will share during the meeting. Cons Occasionally run into problems with certain features/bugs, but we see a fast turnaround on bug fixes. Review Source EG Elizabeth G. Administrative Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Features are limited, but overall good product" January 22, 2020 5.0 Pros Everything is centralized in one place - calendar, announcements, board materials, etc. Cons I don't like that members cannot be invited to meetings through the software. For example, if I post a committee meeting and add the members that need to attend, OnBoard sends out a notification via email to the members that the meeting has been updated. This creates confusion because the members don't receive an invitation - just a notification that a meeting that may or not know about has been changed. I wish there was an option to invite members that would allow them to RSVP and add it to their calendars. When I called customer support, they told me that OnBoard is not set up to send invites and that I should use Outlook calendar. If OnBoard is to be our one-stop shop for all things board related, I should be able to do everything from it. The only way, currently, that members know about meetings is if they log on to OnBoard and look for themselves. Because of this, we are still having to invite them through Outlook and OnBoard is becoming an extra step for them to take to RSVP - they are busy people and don't see the purpose. It's essentially becoming obselete and not what we hoped it would be for us. Review Source LA Lindsay A. Executive Administrative Assistant Higher Education Used the software for: 1-2 years ### "Helping our Board access information on the go!" July 8, 2021 5.0 My OnBoard experience has been exceptional. The entire process of developing and implementing was very collaborative with OnBoard and they assisted in every way possible to make sure it was a smooth rollout to our board members. Pros Our board was wanting a way to easily access documents and information. The app allows them to have all of this at their fingertips in a moments notice. We have a large board and sometimes when new members are brought on it's hard for other board members to recall their names when then see them out at events. Having the directory with profile pictures helps them make those personal connections. I also really like the new feature for tracking terms and roles of our board members. Cons I sometimes find it confusing when adding resource folders and the permissions carry over to new folders or documents. Review Source VR Verified Reviewer CIO Consumer Goods Used the software for: 1-2 years ### "Usability" November 11, 2020 5.0 In general, I feel very satisfied with the performance and with the security implemented. Pros Is a very secure software with a very intuitive Graphical User Interface. I think it covers everything that a Board of Directors requires to develop its functions. I have the opportunity to require support from their Contact and Support Center, They answered properly and fast. Cons Some Bugs in its recent system upgrade, I reported to them and I'm waiting for the final solution Alternatives considered [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Reason for choosing OnBoard Better Security credentials Review Source AG Andy G. Executive Assistant to the President & Secretary to the Board of Directors Higher Education Used the software for: 1-2 years ### "Great product" December 7, 2020 4.0 Very positive experience. It has streamlined our board and committee preparation considerably. Pros Does everything I need it to; integration with Zoom; unlimited storage; ease of providing documents to board members and all committees; good looking/ease of use; responsive staff at OnBoard; Cons An initial learning curve for users, especially older ones; some work to do integrating storage in OnBoard with our existing document storage procedures Alternatives considered [BoardPaq](https://www.capterra.com/p/151905/BoardPaq/)[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/)[Boardable](https://www.capterra.com/p/221109/Boardable/) Reason for choosing OnBoard Combination of price, ease of use, features (not too many, not too few), sales rep Review Source LA Lisa A. Executive Director of Corporate Relations Banking Used the software for: 1-2 years ### "From day one, the attention I have received from the team has been second to none!" July 20, 2018 4.0 Please see my review comments Pros There are numerous things I like about this software! I appreciate how easy the software is to use. It has saved me hours of compiling paper documents for a board book. I can upload information as it comes to me in multiple file formats, and can reorganize the documents within the book effortlessly. When I first started using OnBoard, there were a few features that I had on my "wish list" (I wish it could do "x")--and the developers are so on top of things that I have seen many of my wishes come true as implemented features. They continually refresh the software to make it easier--not add extra steps like you can find with other software. And most of all, I value the immediate attention and service I receive from the team. They always pick up my call, and have an answer or solution ready. Cons There's a few minor things that could be tweaked, but overall it's an easy, clear and efficient system that has saved hundreds of hours and resource time and reduced the risk of mailing board books to members that live outside of our immediate area. Review Source Response from OnBoard August 29, 2019 Thank so much for taking the time to review OnBoard Board Management Software! We are thrilled that this is a big time-saver for you, and I have passed along your compliments to the Support and Customer Success teams. SH Sonya H. Admin. Assistant Banking Used the software for: 2+ years ### "OnBoard Review" August 19, 2021 5.0 It is an easy portal to get used to and navigate through. Pros I like being able to move things around easier in an agenda. They have updated that feature and it is very helpful. Cons Not being able to have a template folder for agendas. I have to scroll to a past one and edit it or else write a new one each time I have a meeting. Review Source FL Felix L. General Counsel Banking Used the software for: 1-2 years ### "OnBoard is a great board meeting sofware, easy to implement and use" March 25, 2019 5.0 great experience Pros 1\. We use the tab "Actions" for approval of time-sensitive items in between Board meetings. 2. we use the tab "Resources" as a library to retain all important documents we want the Board to access easily at their convenience. 3. The convenience of uploading board meeting packages with easy access for directors at any time from anywhere (phone, tablets, laptops, etc...) 4. use of annotations features on documents. Cons No meaningful things i don't like. Maybe the user interface on the homepage can be more attractive. Review Source Response from OnBoard August 29, 2019 Thank so much for taking the time to review OnBoard! It's always great to hear about customers making such great use of the Resources section and how easy it is to use. If you have any questions, please let us know. JS Jenalee S. EVP/COO Banking Used the software for: 2+ years ### "Onboard Review" August 4, 2020 5.0 Time savings on putting together board packets is wonderful. No comparison to paper. It's easy to use. Pros The ease to upload and change out updated docs at the last minute is great. The ability to download then entire book into a pdf is great too. Cons It's not that the software is difficult, it's getting older users to be able to login with their email and password and use the product to it's full functionality that I continue to struggle with and this is not something that support can fix. They have offered to do a training. Also, in the past - only users were able to change their passwords, now I think admin users can change passwords or initiate a password change and that is good. Alternatives considered [BoardPAC](https://www.capterra.com/p/153900/BoardPAC/) Reason for choosing OnBoard Cost and product demo. Review Source SH Sarah H. Executive Assistant Hospital & Health Care Used the software for: 2+ years ### "Recommendation of OnBoard" December 21, 2020 5.0 Meeting materials are maintained in a secure environment with OnBoard and eliminates email and paper distribution which reduces security risks, saves money and time. Pros As administrator, OnBoard is an easy to use and intuitive tool which streamlines meeting book management, distribution and maintenance of records. The ability to quickly present time- sensitive items for electronic board approval and signatures has been critical. Cons Survey builder could be more robust and user friendly. Reason for choosing OnBoard Cost, local/Indiana based-company, ease of use/ability to build meeting books. Review Source TS Thomas S. C.F.O. Banking Used the software for: 2+ years ### "OnBoard - Review" August 3, 2021 5.0 It has been great and very useful over the years. Pros We like the ability to control access and downloads and have meeting where the individual can put their notes on the docs. Cons The voting function has not worked well for us. Alternatives considered [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Reason for choosing OnBoard At the time it appeared to have the easiest access and best controls for our Board members. It was easy for them to use. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.