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OnBoard Board Management Software Logo

Prepare faster, decide sooner with one secure board record

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Table of Contents

OnBoard Board Management Software - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: October 2026

OnBoard Board Management Software overview

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Based on 1070 verified user reviews

What is OnBoard Board Management Software?

By industry, OnBoard reviewers are most commonly professionals in non-profit organization management (24%). The most frequent use case for OnBoard cited by reviewers is board management (88% of reviewers).

What are the most popular integrations for OnBoard Board Management Software?

The OnBoard integration most frequently cited by reviewers is Zoom Workplace, a video conferencing product rated 4.4 out of 5 for its integration with OnBoard.

Starting price

Free
view pricing plans
try for free

Pros & Cons

Meetings

Board Members

Agenda Creation

Page Customization

Voting and Approvals

Board Packets

OnBoard Board Management Software’s user interface

Ease of use rating:

OnBoard Board Management Software review summaries overview

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(291)
5(775)

What do users say about OnBoard Board Management Software?

Users report that OnBoard streamlines board meeting preparation, agenda creation, and document sharing, making it easier to manage materials, collaborate, and keep everything organized in one place. They find the platform user-friendly, accessible across devices, and helpful for reducing paper use and saving time, with strong support for remote and hybrid meetings. They value the ability to upload, update, and archive documents efficiently.

Reviewers appreciate responsive customer support, comprehensive training resources, and the intuitive onboarding process, which help users of varying tech backgrounds adapt quickly. Some mention a learning curve for advanced features and desire more customization options, but overall find OnBoard effective for board management.

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Who uses OnBoard Board Management Software?

Based on 1,070 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Higher Education
Non-Profit Organization Management
Information Technology and Services
Oil & Energy
Others

Use cases

Board Management
Nonprofit
Meeting
Collaboration
Portal

OnBoard Board Management Software's key features

GetApp's analysis of 118 verified user reviews collected between July 2021 and July 2024 identifies OnBoard's most critical features and summarizes user sentiment about those features.

Meeting Management

Reviewers appreciate OnBoard's Meeting Management capabilities for simplifying note-taking, paperless remote meetings, and real-time syncing of information. They find it beneficial for uploading and organizing Board Packets, creating agendas, and linking reports. Users report that it saves time by allowing easy updates to documents and agendas. They say it keeps board members engaged and informed, with easy access to meeting materials and personal calendar links. Some users mention occasional issues with document navigation and reliability during meetings. Of the 21 OnBoard users who gave detailed accounts of their use of Meeting Management, 100% rated this feature as important or highly important.


Member Directory

Reviewers highlight OnBoard's Member Directory for enabling trustees to update contact information and providing secure access levels. They find it useful for sorting members by group, managing permissions, and tracking board member terms. Users appreciate the ease of accessing contact info and bios, and the ability to manage platform membership efficiently. They report that it helps directors connect with each other and access necessary information quickly. Some users wish for more social media integration. Of the 26 OnBoard users who gave detailed accounts of their use of Member Directory, 96% rated this feature as important or highly important.


Document management

Reviewers value OnBoard's Document Management for centralizing important documents like bylaws, budgets, and meeting materials. They appreciate the security capabilities, such as remote device wiping, and the ability to organize and update documents easily. Users report that the search function is helpful, and the resource folder serves as an excellent depository. They find it convenient for sharing documents without additional emails. Some users mention difficulties with large Excel files and the need for better editing capabilities. Of the 45 OnBoard users who gave detailed accounts of their use of Document Management, 93% rated this feature as important or highly important.

See related user reviews

“The review and approval documentation mechanism with it is excellent and enhances governance within our organization.”
SA

Sara A.

Social Media Manager

“OnBoard is very user friendly and its document retention is great.”
DS

Doug S.

Controller

“e-signatures were critical during COVID as we couldn't meet in person, but I needed signatures for approval of documents.”
SK

Sandy K.

Executive Administrator

“My favorite feature of OnBoard is the document compilation into a "Meeting Book" that participants can then print or read through for their own reference.”
SS

Stephanie S.

Communications Officer


Access controls/permissions

Reviewers find OnBoard's Access Controls/Permissions valuable for setting specific access levels for different committees and members. They appreciate the ability to control document visibility and ensure secure communication. Users report that it helps maintain order and accountability by restricting access to confidential information. They say it is easy to assign permissions and manage roles, though some find the process clunky and wish for more granular control. They mention it enhances the overall security of the platform. Of the 35 OnBoard users who gave detailed accounts of their use of Access Controls/Permissions, 91% rated this feature as important or highly important.


File Sharing

Users appreciate OnBoard's File Sharing capabilities for allowing easy and secure document uploads, eliminating the need for printing and mailing. They find it beneficial for sharing important files and board packets, with permissions and access security. Reviewers report that it simplifies document management and ensures all attendees have the most current versions. They say it is user-friendly and efficient, though some mention difficulties with document interaction and the need for better collaboration capabilities. Of the 45 OnBoard users who gave detailed accounts of their use of File Sharing, 91% rated this feature as important or highly important.


Calendar Management

Reviewers indicate that OnBoard's Calendar Management helps keep them organized and on task. They appreciate the integration with Outlook and the ability to track attendance. Users report that it is easy to set up meetings, add members, and link to virtual meetings. They find it helpful for notifying users of upcoming events and maintaining a centralized calendar. Some users mention the need for better interface and multiple time zone management. They say it ensures board members are always informed about meeting schedules. Of the 29 OnBoard users who gave detailed accounts of their use of Calendar Management, 90% rated this feature as important or highly important.


All OnBoard Board Management Software features

Features rating:

Agenda
Agenda builder
AI summarization
Board assessments
Document storage
D&O questionnaires
Electronic signature
Email integration
E-Signatures
Event scheduling
Meeting archives
Meeting minutes
Meeting notes
Natural language interaction
Polls and questionnaires
Polls/Voting
Roles & terms
Single sign on (sso)
Skills tracking
Storage & file sharing integration
Task manager
Video conferencing integration

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OnBoard Board Management Software pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essentials

Custom Quote Available

Features included:

  • Enterprise-grade Security
  • Agenda & Book Builder
  • Mobile Apps
  • Zoom Integration
  • Annotations
  • User & Group Permissions
  • Calendar Integration
  • Resource Library

Premium

Custom Quote Available

Features included:

  • Meeting Minutes Builder
  • Microsoft 365 Integration
  • Task Management
  • Voting & Approvals
  • Surveys
  • eSignatures
  • Training & Support
  • Dedicated Customer Success Manager

Ultimate

Custom Quote Available

Features included:

  • Single Sign-on (SSO) Integration
  • D&O Questionnaires
  • Skills Tracking
  • Board Assessments
  • Director & Executive Training
  • Ultimate-tier Customer Support
  • Agenda Collaboration

User opinions about OnBoard Board Management Software price and value

Value for money rating:

To see what individual users think of OnBoard Board Management Software's price and value, check out the review snippets below.

“The ability for board members to access materials from any device, annotate documents, and collaborate securely has significantly improved efficiency and engagement.”
Verified reviewer profile picture

Heather S.

Board Liaison

“It has helped streamline our board administration by making materials easier to organize, access, and reference when needed. While pricing can be a challenge for a nonprofit organization operating within a limited budget, I believe OnBoard provides valuable functionality that supports efficient board management and good governance.”
BH

Belinda H.

Director, Contract Operations Executive Affairs

OnBoard Board Management Software integrations (3)

Integrations rated by users

We looked at 1,070 user reviews to identify which products are mentioned as OnBoard Board Management Software integrations and how users feel about them.

Integration rating: 4.4 (36)

“To compare transcripts and ensure nothing is missed - a quality check at random times.”

“Schedules calls and generates links”

LW

Lee W.

CEO

1/2

Integration rating: 4.6 (12)

Integration rating: 4.3 (5)

Integration rating: 3.5 (2)

Integration rating: 5.0 (1)

OnBoard Board Management Software customer support

What do users say about OnBoard Board Management Software customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of OnBoard Board Management Software customer support.

A large number of users highlight OnBoard's customer support as responsive, knowledgeable, and quick to resolve issues.

Broad user base appreciates always being able to reach a real person quickly by phone or online for immediate assistance.

Widespread user sentiment values the helpfulness of support staff during onboarding, training, and ongoing use of the platform.

Frequently reported by users, the availability of tutorials, Q&A sections, and proactive follow-ups make support accessible and effective.

Support options

Faqs/forum
24/7 (live rep)
Email/help desk
Phone support
Knowledge base
Chat

Training options

Documentation
In person
Live online
Videos
Webinars

OnBoard Board Management Software FAQs

Q. Who are the typical users of OnBoard Board Management Software?

OnBoard Board Management Software has the following typical customers:
Small Business, Mid-size Business, Large Enterprises, Freelancers

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Q. What is OnBoard Board Management Software used for?

OnBoard unites agendas, materials, minutes, votes, approvals, and actions in one secure record. No PDFs or version sprawl, so directors prepare faster, and leaders decide with confidence. Prep time drops when everyone opens the same book, sees what changed since the last draft, and walks in ready to decide. Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, and answer questions - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings. Publish one final board book, absorb late edits without rebuilds, and keep an audit-ready history. Executives assign actions, track approvals, and align decisions to strategy without spreadsheet gymnastics. Integrated messaging, e-signatures, surveys, Microsoft 365, and Zoom integrations cut app-switching and turn busywork into decisions. Keep sensitive work out of email with enterprise controls like SSO/MFA, role-based access, device and file permissions, and exportable audit logs. Data is hosted on Microsoft Azure with encryption in transit and at rest. Compliance frameworks include SOC 2 and ISO/IEC 27001; HIPAA-aligned controls support healthcare use cases; retention and legal hold policies protect books and records. Support how boards actually meet, whether it is mobile, remote, or hybrid, so every member stays aligned on any device. Directors who prefer PDFs stay comfortable; those who choose dashboards get a simple, organized view built for every skill level. Scale without complexity. Run multiple entities, committees, and calendars in parallel while maintaining least-privilege access and a single source of truth. A board portal trusted by 6,000+ organizations worldwide, boards choose clarity, speed, ease of use, and defensible records in OnBoard.


Q. What level of support does OnBoard Board Management Software offer?

OnBoard Board Management Software offers the following support options:
FAQs/Forum, 24/7 (Live rep), Email/Help Desk, Phone Support, Knowledge Base, Chat

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