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OnBoard Logo

Prepare faster, decide sooner with one secure board record

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Table of Contents

OnBoard - 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: March 2026

OnBoard overview

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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

Board Members

Resource Management

Security and Access Control

OnBoard’s user interface

Ease of use rating:

OnBoard pros, cons and reviews insights

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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?

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.

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Who uses OnBoard?

Based on 1,055 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Higher Education
Sports
Management Consulting
Financial Services
Others

Use cases

Board Management
Meeting
Online Meeting
File Sharing
Remote Work

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

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

“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

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

Doug S.

Controller

“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 features

Features rating:

Action item tracking
Activity dashboard
Activity/News feed
Activity tracking
Agenda management
AI copilot
AI summarization
Alerts/Notifications
Alumni management
Annotations
API
Approval process control
Archiving & retention
Assignment management
Attendance management
Attendee management
Audit management
Audit trail
Authentication
Automatic backup
Automatic transcription
Blogs
Brainstorming
Calendar sync
Chat/Messaging
Client portal
Collaboration tools
Commenting/Notes
Committee management
Communication management
Conferencing
Contact management
Content library
Content management
Critical date alerts
Customizable branding
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Data import/export
Data management
Data security
Data synchronization
Deadline management
Digital signature
Discussions/Forums
Document review
Document storage
Document templates
Donor management
Drag & drop
Electronic signature
Email management
Email reminders
Employee activity monitoring
Employee database
Employee portal
Encryption
Engagement tracking
Event calendar
Event management
Event scheduling
File management
File transfer
For alumni associations
For higher education
Forms management
For nonprofits
Generative ai
HIPAA compliant
Knowledge base management
Live chat
Meeting notes
Meeting preparation tools
Membership management
Messaging
Minutes management
Mobile access
Mobile alerts
Monitoring
Multi-Company
Officer Management
Offline access
Performance metrics
Polls/Voting
Presentation streaming
Prioritization
Productivity tools
Progress tracking
Projections
Project management
Project time tracking
Real-Time analytics
Real-Time chat
Real-Time data
Real time editing
Real-Time monitoring
Real-Time notifications
Real time synchronization
Real-Time updates
Reminders
Remote access/control
Remote support
Reporting/Analytics
Reporting & statistics
Risk analysis
Role-Based permissions
Scheduling
Screen sharing
Search/Filter
Secure data storage
Shareholder Management
Single sign on
Softphone
SSL security
Status tracking
Survey/Poll management
Surveys & feedback
Task management
Task progress tracking
Task scheduling
Third-Party integrations
Time zone tracking
To-Do list
Transcripts/Chat history
Two-Factor authentication
Two-Way audio & video
Unified directory
User management
Version control
Video call recording
Video chat
Video conferencing
Video streaming
Workflow management

OnBoard alternatives

OnBoard logo
visit website

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
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BoardPro logo

Starting from

165

Per month

Free trial
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Customer Support
Diligent Boards logo
visit website

Starting from

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No pricing info

Free trial
Free version
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Customer Support
Wrike logo
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Starting from

10

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

OnBoard pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essentials

Empty state illustration for "No pricing info"

No pricing info

Features included:

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

Premium

Empty state illustration for "No pricing info"

No pricing info

Features included:

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

Ultimate

Empty state illustration for "No pricing info"

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:

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

“Has other excellent features like document attachment ,agenda building ,surveys and resources .Allow upload and storage of document for the board to refer back to and have them complete actions without holding a meeting .”
EA

Esami A.

Web Developer

“OnBoard has streamlined meeting creation with tools such as duplicating meetings, drag-and-drop both PDF and Word files, agenda import, and user-friendly agenda customization.”
SS

Suzanne S.

Executive Assistant

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.

Integration rating: 4.5 (34)

Integration rating: 4.6 (10)

Integration rating: 4.3 (5)

drafting documents, letters and statements.

YN

Yu N.

Director

Integration rating: 5.0 (1)

Integration rating: 2.0 (1)

OnBoard customer support

What do users say about OnBoard customer support?

Customer support rating:

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

Widely noted by reviewers, OnBoard’s customer support is highly responsive and quick to resolve questions or issues.

A significant portion of users praise the knowledgeable and professional support staff for guiding them through onboarding and ongoing use.

Frequently reported by users, support is easily accessible via phone or online, with real people available for immediate assistance.

Common user feedback highlights the helpfulness of tutorials, training resources, and follow-ups to ensure satisfaction and understanding.

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

To see what individual users say about OnBoard's customer support, check out the review snippets below.

“We’re grateful for her partnership and wouldn’t hesitate to recommend both the platform and her support to other organizations looking to enhance their Board engagement and operations.”

ML

Maddie L.

Executive Assistant

OnBoard FAQs

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.

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