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OnBoard

Prepare faster, decide sooner with one secure board record

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Table of Contents

OnBoard - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: March 2026

OnBoard overview

Based on 1055 verified user reviews

What is OnBoard?

OnBoard is a board management solution with key features that include meeting management, document management, member directory, access controls and permissions, file sharing, calendar management, and more.

Who uses OnBoard?

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 do users say about OnBoard pricing?

Reviewers indicate OnBoard offers good value for money compared to pricier alternatives, and they appreciate its essential features and reasonable pricing. Some users report frustration with add-on costs, confusing pricing, and price increases, especially for smaller organizations.

What are the most popular integrations for OnBoard?

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

Agenda Creation

Team Collaboration

Resource Management

Security and Access Control

Board Packets

OnBoard’s user interface

Ease of use rating:

4.7

(1K)

OnBoard pros, cons and reviews insights

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

Overall rating

Reviews sentiment

1-2(4)

3-4(287)

5(764)

What do users say about OnBoard?

Select to learn more

Who uses OnBoard?

Based on 1,055 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Nonprofit Organization Management

Banking

Financial Services

Higher Education

Others

Use cases

Board Management

Meeting

File Sharing

Online Meeting

Portal

OnBoard'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

4.7

Reviewers appreciate OnBoard's Meeting Management capabilities for simplifying note-taking, managing paperless remote meetings, and real-time syncing across devices. They find it valuable for creating and updating board packets, setting agendas, and linking reports. Users report that it saves time and keeps meetings organized and efficient. They also mention the ease of accessing meeting materials and the ability to integrate with personal calendars. However, some users note occasional issues with navigation speed 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.

See related user reviews

“Simplified note taking, paperless remote meetings and synching of information between remote devices in real-time has been extremely beneficial in being deployed in rapidly changing environments.”

Dixon P.

VP Audit

“This is the most important function for us. I am able to upload the Board Packet into OnBoard and then send a notification to our Board when it is available so they can review the information prior to our monthly meetings. I love this system! I load this information as multiple documents and then can compile it into a Book. If we need to make any updates or modify our agenda, I do not have to redo the whole thing, I can simply update one or two document and then form the "Book" again and I am done. This is really helpful and time saving verses having to remake a whole Board Packet if we have to make any amendments to the meeting. ”

Tammy A.

Administrative Assistant/Credentialing Specialist

“Our Board can easily access and review their upcoming meetings on the Dashboard. Additionally, they can add links to their personal calendars.”

Kelly B.

Assistant Corporate Secretary

“Need instant access to meeting materials. Sometimes slow on uptake when needing to navigate quickly into the meeting or during the meeting. Have issues with building book successfully. Is not 100% reliable. ”

Amy N.

Board Secretary

Member directory

4.8

Users find OnBoard's Member Directory helpful for updating and accessing contact information, managing board members, and organizing groups and permissions. They appreciate the customization of permissions and the ability to sort members by individual or group. Reviewers indicate that it is user-friendly and provides a visual representation of member roles and terms. They also value the easy access to personal and professional information, although some 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.

See related user reviews

“It's nice to have my member directory available to know who belongs to which group. It can be sorted by individual or by group and permission can be given to each person individually or by group.”

Cherie S.

Executive Assistant to the President

“The customization of permissions is very important. I like the graphics on when board members terms end also. We used to do that in Excel”

Paul S.

CEO

Document management

4.7

Reviewers highlight OnBoard's Document Management for centralizing and securing important documents like bylaws, budgets, and meeting materials. They appreciate the ability to organize, store, and search documents easily. Users report that it simplifies sharing and updating documents within agendas and resource folders. They find the security capabilities, such as remote device wiping, valuable. However, some users mention difficulties with large 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

“I love the features and reporting metrics and it cuts down on me spending a lot of time trying to locate documents when I can streamline it all to one location under resources! Finding a better way to help board members locate information quickly without a lot of additional instructions! I also love the reports it generates with meeting attendance, meeting feedback, RSVP, etc... ”

Cynthia T.

Executive Assistant

“Having the ability to move documents within the agenda and update them when needed is critical for a productive and successful meeting. Once a book is created, the packet can be put into a resource folder for future use.”

Sandy K.

Executive Administrator

Access controls/permissions

4.5

Users appreciate OnBoard's Access Controls/Permissions for allowing granular control over document visibility and user access. They find it useful for setting permissions for different committees and ensuring secure communication. Reviewers report that it helps maintain order and accountability by restricting access to confidential information. However, some users find the process of setting permissions somewhat clunky and suggest improvements for managing new members' access to old reports. 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.

See related user reviews

“Having the ability to set permissions for each committee of our board is a great feature. This feature allows me to set permissions for our members to access specific resource files while keeping some confidential. ”

Sheri W.

Administrative Assistant to the CEO

“Related info: OnBoard over-uses and mis-uses the word "Member." Throughout my adult life I have been familar with the term "board member." Not providing easy differentiation of types of users is no bueno. Creating Groups is a workaround to that issue, not a useful, permanent solution. Specific to Access Controls/Permission: This is a rather clunky process, but nonetheless useful and appreciated. It would be ideal if permission 'exceptions' could be used in subfolders that have already been assigned permissions. This would be a time saver for those instances when a large group was given permission to a specific folder but, in 'this instance' some individuals must be excluded from a specific subfolder.”

Barbara N.

Executive Assistant to President/CEO

File sharing

4.7

Reviewers value OnBoard's File Sharing capabilities for enabling secure and efficient document sharing among board members. They appreciate the ease of uploading, organizing, and accessing files in one central location. Users report that it simplifies communication and collaboration, especially for meeting materials and board packets. They also mention the ability to limit download permissions and the convenience of having all important documents readily available. Some users note occasional difficulties with document interaction. Of the 45 OnBoard users who gave detailed accounts of their use of File Sharing, 91% rated this feature as important or highly important.

See related user reviews

“This is our communication tool with our Trustee Board, the file structure of this software allows us to share information incredibly easy. We often use the feature that allows us to limit access to users, it is very easy to set up, and we can change file access quickly for one or more members (or even the entire board) with the click of a few buttons.”

Connie L.

Executive Coordinator Advancement

“The ability to share files using a secure site that provides permissions as well as access security is a huge part of our information security initiative with the board.”

Miriam A.

Board Secretary

Calendar management

4.5

Users find OnBoard's Calendar Management helpful for organizing and scheduling meetings. They appreciate the integration with Outlook and the ability to send meeting invitations directly to calendars. Reviewers report that it keeps members informed and on task with reminders and easy access to meeting materials. They value the recent improvements to the calendar capability and the ability to manage multiple meetings and time zones. However, some users wish for better integration with MS Teams and an easier interface. Of the 29 OnBoard users who gave detailed accounts of their use of Calendar Management, 90% rated this feature as important or highly important.

See related user reviews

“I am able to integrate the calendar and send the meeting invitation directly to invitees calendars.”

Miriam S.

Program Assistant

“I like that the calendar feature can be set as the default page and that it's easy to organize and alert everyone of upcoming events.”

Jaterika L.

Administrative Assistant

All OnBoard features

Features rating:

4.5

(1K)

Real-Time notifications

4.0

(2)

Survey/Poll management

4.5

(2)

Reminders

2.0

(1)

For higher education

5.0

(2)

Client portal

3.7

(3)

Commenting/Notes

5.0

(1)

Two-Way audio & video

5.0

(5)

Conferencing

4.0

(1)

Content library

5.0

(1)

User management

4.8

(12)

Role-Based permissions

4.3

(10)

Activity/News feed

4.7

(3)

Customizable templates

4.0

(1)

Activity dashboard

4.5

(21)

SSL security

4.7

(13)

Content management

4.7

(32)

Drag & drop

5.0

(13)

Secure data storage

4.8

(45)

Alerts/Notifications

4.8

(23)

Remote access/control

4.8

(9)

Data security

4.9

(16)

Communication management

4.6

(26)

Encryption

4.9

(16)

Mobile access

4.5

(47)

Document storage

4.4

(12)

Contact management

4.0

(3)

Project management

5.0

(2)

For nonprofits

4.7

(51)

Real time synchronization

4.6

(14)

Meeting notes

4.4

(50)

Search/Filter

4.5

(28)

Video conferencing

4.2

(38)

Approval process control

4.3

(37)

Presentation streaming

5.0

(1)

Real time editing

4.2

(5)

Unified directory

4.8

(5)

Version control

4.8

(4)

Discussions/Forums

5.0

(1)

Video chat

5.0

(2)

Employee database

3.0

(2)

Workflow management

4.9

(7)

Minutes management

4.3

(65)

Screen sharing

4.4

(26)

Polls/Voting

4.3

(41)

Collaboration tools

4.5

(55)

Transcripts/Chat history

4.4

(9)

Electronic signature

4.5

(38)

Messaging

4.5

(12)

Real-Time chat

4.0

(12)

Customizable branding

4.3

(16)

Third-Party integrations

4.0

(7)

Task management

3.7

(10)

Audit trail

3.8

(6)

Live chat

4.8

(8)

Two-Factor authentication

(0)

Prioritization

(0)

Video call recording

(0)

Video streaming

(0)

Productivity tools

(0)

Progress tracking

(0)

To-Do list

(0)

Performance metrics

4.0

(1)

Project time tracking

(0)

Time zone tracking

(0)

Offline access

(0)

Data management

(0)

Scheduling

(0)

Shareholder Management

(0)

Risk analysis

(0)

Single sign on

5.0

(1)

Reporting/Analytics

(0)

Reporting & statistics

4.0

(1)

Remote support

5.0

(1)

Softphone

(0)

Status tracking

(0)

Real-Time updates

(0)

Surveys & feedback

(0)

Task progress tracking

(0)

Real-Time monitoring

(0)

Real-Time data

(0)

Real-Time analytics

(0)

Task scheduling

(0)

Projections

(0)

Data import/export

5.0

(1)

Customizable reports

(0)

Customizable forms

4.0

(2)

Customizable fields

(0)

Critical date alerts

(0)

Committee management

(0)

Chat/Messaging

1.0

(1)

Calendar sync

(0)

Brainstorming

(0)

Blogs

(0)

Automatic transcription

(0)

Automatic backup

(0)

Authentication

3.0

(1)

Audit management

(0)

Attendee management

(0)

Attendance management

(0)

Assignment management

(0)

Archiving & retention

(0)

API

(0)

Annotations

(0)

Alumni management

(0)

AI summarization

(0)

AI copilot

(0)

Agenda management

(0)

Activity tracking

(0)

Action item tracking

(0)

Officer Management

(0)

Multi-Company

(0)

Monitoring

(0)

Mobile alerts

(0)

Membership management

(0)

Meeting preparation tools

(0)

Knowledge base management

(0)

HIPAA compliant

(0)

Generative ai

(0)

Forms management

(0)

For alumni associations

(0)

File transfer

3.7

(3)

File management

(0)

Event scheduling

(0)

Event management

(0)

Event calendar

(0)

Engagement tracking

(0)

Employee portal

5.0

(1)

Employee activity monitoring

5.0

(1)

Email reminders

(0)

Email management

(0)

Donor management

(0)

Document templates

(0)

Document review

(0)

Digital signature

(0)

Deadline management

(0)

Data synchronization

(0)

OnBoard awards

Board Management

80/100

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Value for Money

4.6

Customer Support

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OnBoard pricing

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Essentials

No pricing info

Features included:

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

Premium

No pricing info

Features included:

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

Ultimate

No pricing info

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 price and value

Value for money rating:

4.6

Of 54 reviews that provide robust commentary on OnBoard's price and value, 62% mention it in a positive light.

Some reviewers find OnBoard offers good value for money, especially when compared to other solutions that are significantly more expensive. Reviewers indicate that the platform provides essential tools and integrated features, such as Zoom, at a price point they consider reasonable for their needs. Some users say the software is affordable and easy to use, particularly for non-profit boards, and they appreciate that it is often priced better than competitors. Reviewers appreciate that OnBoard worked with them to fit within their budgets, and some feel the investment is justified by the functionality and support included. Some users report that while the price is higher than they would like, especially for small organizations or non-profits, the platform’s benefits and ease of use make it worthwhile. However, reviewers also mention that the cost can be a significant concern, particularly for smaller organizations or those with limited budgets. Some users feel that add-ons and expanding licenses are expensive, and they express frustration that certain features require moving to higher-priced versions or paying additional fees. Users think the pricing structure can be confusing, and some regret the financial investment due to price increases or limited use of included features.

, and

To see what individual users think of OnBoard's cost and value, check out the review excerpts below.

“Also, when comparing to some other platforms, OnBoard offers high quality basic features, and you can leave the bells and whistles, that are sometimes unnecessary, off of the bill.”

Ana W.

Executive Assistant

“There were other applications that had more name recognition but we would have paid 10 times the price of OnBoard, plus OnBoard has all the tools we need for our organization.”

Candie K.

Executive Director

“OnBoard can be expensive, particularly for smaller organizations.”

Luigi R.

Engineer

OnBoard integrations (11)

Integrations rated by users

We looked at 1,055 user reviews to identify which products are mentioned as OnBoard integrations and how users feel about them.

Zoom Workplace

Integration rating: 4.6 (14)

“Zoom is integrated with OnBoard but if you launch zoom externally it is a better user experience. Certainly OnBoard manages the zoom scheduling and login. ”

“This is the virtual meeting platform for our virtual Board and Committee meetings”

“Conduct meetings with our various regions, committees and Board of directors. ”

Mike D.

Director

1/3

Microsoft Teams

Integration rating: 2.0 (1)

“When we migrated to Office 365, we opted to use Microsoft Teams for those who attend meetings remotely. Unfortunately, it's a manual process even though we have synced certain users accounts to OnBoard.”

Alicia M.

Executive Assistant

Microsoft Outlook

Integration rating: 4.8 (4)

Microsoft 365

Integration rating: 4.0 (2)

Other top integrations

OnBoard support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

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 FAQs

Q. Who are the typical users of OnBoard?

OnBoard has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What is OnBoard 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 are the benefits of using OnBoard?

• One secure source of truth: Faster prep, fewer mistakes, and simple for every board member to use. Agendas, materials, minutes, votes, approvals, and actions live in one record—no PDFs or version sprawl. Capabilities include a unified board book, real-time change tracking, structured approvals, and cross-device access online or offline.
• Decisions sooner: Less time in logistics, more time on what matters. See what changed, why it matters, and the ask at a glance. Capabilities include redlines and late-edit flags, decision summaries, and between-meeting voting and approvals.
• AI that does the busywork: Minutes in minutes. Turn long packets into clear briefs and first-draft minutes you can validate. Capabilities include AI summaries, Minutes AI drafting, and Q&A inside the official record rather than on the open web.
• Publish one final board book: Everyone opens the same version. Absorb late edits without a rebuild and keep an audit-ready history. Capabilities include single-book publishing, a drag-and-drop agenda builder, reusable templates, and automated reminders.
• Work anywhere: Directors stay prepared on any device. Read, annotate, and sync when back online; join meetings without app-hopping. Capabilities include offline mode, clean markup tools, Microsoft 365 and Zoom integrations, and e-signatures.
• Close the loop between meetings: Momentum doesn’t stall. Assign owners, track actions, and capture next steps in the record. Capabilities include action items tied to agenda topics, task tracking, reminders, and survey tools.
• Keep sensitive work out of email: Safer by default. Control who sees what, on which device, with a full audit trail. Capabilities include SSO and MFA, role-based access, device and file controls, and exportable audit logs.
• Enterprise-grade platform you can trust: Compliance-ready. Built on Microsoft Azure with encryption in transit and at rest. Capabilities include support for SOC 2 and ISO/IEC 27001, HIPAA-aligned controls for healthcare, and retention policies and legal holds.
• Run complex governance simply: Scale without chaos. Support multiple entities and committees while maintaining least-privilege access. Capabilities include a multi-entity workspace, committee-level permissions, segregated document sets, and calendaring.
• Reduce app-switching: Clearer meetings, quicker outcomes. Keep discussion, documents, and decisions in context. Capabilities include integrated messaging, Microsoft 365 file links, Zoom launching directly from the agenda, and embedded polls and votes.
• Defensible records: Easier audits and discovery. Preserve who saw what and when decisions were made. Capabilities include time-stamped approvals, immutable history, exportable logs, and granular retention.
• Director adoption baked in: Familiar, simple, fast. If you prefer PDFs, read comfortably; if you prefer dashboards, work in a clean interface. Capabilities include PDF-friendly viewing, a tablet-first user experience, keyboard and touch workflows, and personalized notifications.
• Less prep thrash for admins: Smoother packet builds. Move from first draft to final with fewer fire drills. Capabilities include a content library, agenda templates, section-level permissions, and automated board-book assembly.
• Board alignment at speed: Fewer surprises in the room. Everyone shows up prepared and focused on decisions. Capabilities include pre-reads with highlights, change summaries, consent agendas, and real-time voting and approvals.
• Proven at scale: Confidence from day one. Trusted by 6,000+ organizations worldwide, boards choose clarity, speed, ease of use, and defensible records in OnBoard.