BoardEffect Pricing, Features, Reviews & Comparison of Alternatives


Board portal software for board members, execs & admins

4.75/5 (40 reviews)

BoardEffect overview

BoardEffect is a cloud-based board management and portal solution designed to manage regular meeting cycles, annual board cycles, and longer-term board development cycles. The software is suitable for all organizations with governing bodies, whether they are in healthcare, education, corporate, or nonprofit.

BoardEffect allows users to manage their regular board meeting cycle, whether meetings are monthly, bi-monthly, quarterly, or sporadic. The integrated book builder can be used to create board books, and the archives preserve a clean copy of each book which users can access at any time. Through the scheduler, users can arrange upcoming meetings, allowing members to RSVP with a click. New members, policies, and meeting minutes can all be approved electronically in BoardEffect, using the voting tool, and the task tool allows board members to set task reminders and check off completed tasks.

BoardEffect’s tools for managing annual board meetings include policy handbooks which can be annotated by board members, and an onboarding system for new members. The survey creation tool allows users to create a range of forms to solicit feedback, assess conflicts of interest, provide self-assessments for board members, and more. The board development cycle can also be managed through BoardEffect, using the board education resource library, ad hoc group creation, customizable board member profile fields, and collaboration tools including discussion groups, surveys, and polls.


Pricing options
Value for money
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Business size



United States, Australia, Canada, Europe

Supported languages

BoardEffect screenshot: Users can create and store multiple board booksBoardEffect Board Management SoftwareBoardEffect screenshot: Upcoming meetings and events can be scheduledBoardEffect screenshot: Polls can be created and opened for member feedback and inputBoardEffect screenshot: A range of surveys and forms can be createdBoardEffect screenshot: Users can set up task remindersBoardEffect screenshot: Board books can be stored indefinitely in the archiveBoardEffect screenshot: Policy handbooks can be created, annotated, and storedBoardEffect screenshot: Ad hoc groups can be createdBoardEffect screenshot: A full directory of board members can be viewed and downloadedBoardEffect screenshot: Orientation tools are included for onboarding new members

BoardEffect reviews


Very good

Value for money
Ease of use
Customer support
Mona Cole

It's the Perfect Tool for our large, 7-Board Health System

Used daily for 2+ years
Reviewed 2018-08-03
Review Source: Capterra

Our individual health system began using BoardEffect in 2012. Then, last year, we became part of a large, 7-board private, non-profit health system. The decision was made to utilize one board portal across the System, which meant 5 boards had to migrate to BoardEffect. The transition has been amazingly smooth. Training of the new workrooms and top level administrators has been excellent; customer service has been very responsive. The new (and existing) users are pleased with the product! The organization of our boards is perfect and we are able to make sure only the "right" board members have access to the "right" board materials. I am not surprised by these results - the BoardEffect staff has been serving us and attentive to our needs for years!I love the user-friendly design and the appearance and ease of use for the end-user. Finding documents is easy; iPad app is great; building meeting books is easy; customer support is very good.

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Tim Alexander

In our third year, with over 30 Member Colleges using the platform and it has been just great.

Used daily for 2+ years
Reviewed 2018-03-08
Review Source: Capterra

Secure, online Board management and communication services designed for non-profits to be successful.Intuitive interface, very user-friendly, quick uptime for new users, a reasonable expense for a non-profit, ultra-secure data transmission and storage, and great people supporting the entire platform. Our non-profit member organization has endorsed this product (and this company) for over 3 years. We've grown from just 4 member customers of BoardEffect to well over 30 member customers - n just 3 years. I serve as a top-level administrator for a shared platform version pf BoardEffect and I find that this platform is so user-friendly to non-techies.

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Susan Fieldhouse Douglas

Such a great tool

Used daily for 1-2 years
Reviewed 2018-09-16
Review Source: Capterra

A joy to use...wish I had been able to use this in my last few EA positions. I learned about it when I moved to my current association.Supper responsive support team at BoardEffect, fairly intuitive to use, makes the workflow for assembling Board materials so much easier and saves a lot of time. There are a steady stream of webinars to keep users up to date on the platform, and the BoardEffect team is always happy to get suggestions for improvements. For any company concerned with security of its Board materials, this is a must-have product.

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Gwen Watts

Build a tool to make your board member successful

Used daily for 1-2 years
Reviewed 2018-09-17
Review Source: Capterra

I love BoardEffect. It is the one place we can all trust to have the latest documents and tools to help guide our board governance. It has made our board feel successful individually and successful as a whole. This software is our central point for documents for all 9 of our boards. This is easy to use and is very intuitive on where to find documents and items for upcoming board meetings along with surveys, and required annual documents like Conflict of Interest forms. We have a wide age range of board members - from the young to the very old that are not tech savvy, but this seems to be overwhelming a tool that all of them.

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Cassandra Halyshyn

You need BoardEffect's Platform!

Used daily for 2+ years
Reviewed 2018-09-17
Review Source: Capterra

It's a brilliant platform! And the support team is absolutely incredible! I've never experienced such wonderful people, who are patient, informative and friendly.It's EXTREMELY user-friendly, offers a VAST number of functionalities, app now mimics browser including offline use. It's customizable depending on the org's needs. It's secure. It flows. The platform is what one makes of it.

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BoardEffect pricing

Pricing options
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Full pricing information is available on request.

BoardEffect features

Access Control
Collaboration Tools
Collaborative Workspace
Document Storage

API (179 other apps)
Activity Dashboard (83 other apps)
Activity Tracking (77 other apps)
Automatic Notifications (111 other apps)
Chat (103 other apps)
Commenting (122 other apps)
Communication Management (78 other apps)
Customizable Branding (82 other apps)
Drag & Drop Interface (99 other apps)
File Management (87 other apps)
Instant Messaging (80 other apps)
Permission Management (110 other apps)
Projections (116 other apps)
SSL Security (97 other apps)
Search Functionality (151 other apps)
Third Party Integration (112 other apps)

Additional information for BoardEffect

Key features of BoardEffect

  • Document sharing
  • Meeting minute annotation
  • Online board books
  • Meeting scheduling
  • Approvals
  • Task reminders
  • Archives
  • Survey templates
  • Board policy handbooks
  • New member orientation tools
  • Ad hoc groups
  • Collaboration tools
  • Resource library
  • Member profiles
  • Electronic voting
  • User access controls
  • Customizable fields
  • Surveys & polls
  • Discussion groups
  • Follow-up management
  • Nominations management
  • Recruitment management
View All Features


Upcoming board meetings and impromptu gatherings can be scheduled in BoardEffect, with board members able to RSVP with a single click.

New board members, policies, and meeting minutes can all be approved using the built-in voting tool, allowing members to view options and vote electronically.

The task tool allows board members to set task reminders and check off completed tasks, and board administrators can also provide tasks for board members to complete.

Board members can use the survey tool and included templates to create self-assessments, collect feedback, assess conflicts of interest, and more.

Information needed for member onboarding can be stored in BoardEffect, and the built-in resource library can be utilized for managing ongoing education and training.