BoardEffect 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

BoardEffect

4.4

(122)

Pricing

Pricing available upon request

About BoardEffect

BoardEffect is a board portal solution that helps leaders in modern governance. It is designed for organizations such as nonprofits, healthcare systems, higher education institutions and community banks/credit unions. It provides tools, analytics and insights to enable secure governance.

The tool offers an intuitive and flexible board meeting management experience. Directors, executives and administrators can securely access and manage essential board materials, including board books, scheduling, approvals, surveys, tasks and archives. BoardEffect delivers a unified and seamless experience, allowing board members to plan, act and execute meeting management materials in real-time from any device.

BoardEffect's functionality and workflows are designed to support boards in managing their responsibilities, from board meetings and annual meetings to ongoing board development.

BoardEffect Screenshots

BoardEffect Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Pro

Pricing available upon request

Plan includes:

Boards: 1 Check
AI Board Book Summarization
Audit Log
Microsoft Integration
Survey Templates
Check SSO/MFA
Certifications: Unlimited

Plus

Pricing available upon request

Plan includes:

Boards: Unlimited
Minutes
Messenger
Data Integrations
Market Insights

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BoardEffect Features

Popular features found in Online Meeting
Access Controls/Permissions
Alerts/Notifications
Call Recording
Chat/Messaging
Customizable Branding
Electronic Hand Raising
Mobile Access
Scheduling
Third-Party Integrations
Whiteboard
More features of BoardEffect
Action Item Tracking
Activity Dashboard
Agenda Management
AI Summarization
Annotations
API
Approval Process Control
Archiving & Retention
Attendance Management
Attendee Management
Audit Trail
Automatic Backup
Calendar Management
Calendar Sync
Client Portal
Collaboration Tools
Commenting/Notes
Committee Management
Communication Management
Compliance Management
Content Library
Content Management
Customizable Forms
Customizable Templates
Data Security
Document Management
Document Review
Drag & Drop
Electronic Signature
Employee Portal
Event Scheduling
File Sharing
For Healthcare
Forms Management
For Nonprofits
Generative AI
Host Controls
Knowledge Base Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Minutes Management
Notes Management
Polls/Voting
Reporting/Analytics
Reporting & Statistics
Role-Based Permissions
Search/Filter
Secure Data Storage
Self Service Portal
Single Sign On
SSL Security
Surveys & Feedback
Task Management
Unified Directory
User Management
Version Control
Video Conferencing
Workflow Management

BoardEffect Integrations

Okta

GoTo Meeting

Microsoft PowerPoint

Salesforce.org Nonprofit Cloud

Microsoft 365

Microsoft Word

See all 8 integrations

BoardEffect User Reviews

Overall Rating

4.4

Ratings Breakdown

55%

38%

Secondary Ratings

Ease of Use

4.3

Value for money

4.3

Customer support

4.5

Functionality

4.2

Susan Fieldhouse D.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2018

Such a great tool

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

I would like to download the agenda pdf with no formatting, so that I can create an annotated agenda for the chair - have not found a way to do that but I am hoping BE will come up with a solution!

Vendor Response

Hi Susan, it's great to hear that BoardEffect has made workflow easier for you! Thank you for taking time to provide feedback -- please know that we are always looking to make improvements to our platform, and have taken your feedback into account.

Replied October 2018

Raegan H.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 12 months

Reviewed June 2025

Love library features!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the workroom libraries - they make it so easy for a user to find information from a previous meeting.

Cons:

I wish I could have various e-mail templates. My emails for various meetings differ a bit so it isn't convenient to use the current email template in BoardEffect.

Reasons for choosing BoardEffect

I thought transitioning within the same company would be easy. I was pleased with the features and other admins I spoke with were pleased with the product.

Reasons for switching to BoardEffect

BoardPaq was being eliminated and no longer available.

Charles C.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 12 months

Review source

Reviewed January 2025

Not Efficient Agenda Platform

Very poor. Would not suggest this platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ability to upload multiple documents, drag and drop features, uploading different doc types without having to convert to PDF. Platform could handle all documents.

Cons:

Constant issues with platform bugs, customer service would answer to tickets but not fix issues, not easy for board to navigate, unintuitive document uploading to agendas, minutes integration ineffective and clunky, publishing agendas was a nightmare.

Reasons for choosing BoardEffect

Easiest to move to at the time since they were sunsetting the original program "BoardPaq" and replacing it with BoardEffect.

Alexis S.

Verified reviewer

Hospital & Health Care

11-50 employees

Used monthly for less than 2 years

Reviewed July 2025

BoardEffect Review

The experience has been good. BoardEffect has very good customer support so when I do have a problem or question it is addressed effectively.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to house all meeting materials in the same system. The ability to direct members to one place to view reports for review, meeting minutes, and agendas has been immensely helpful.

Cons:

admin's can be notified of surveys for their bosses but they can not complete them on their behalf without their own account. This is namely in regard to scheduling polls.

Reasons for switching to BoardEffect

The WordPress portal did not offer the functionality or data storage we were looking for.

Ellie P.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 12 months

Reviewed July 2025

A great first year!

Very positive, we're looking to continue for a second year with the service. I appreciate the support in set up from Diligent staff too.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It really is user friendly, easy interface, plenty of storage, and security. It produces professional looking pages and documents and is quick and easy to update and make changes.

Cons:

It has been difficult to get my board members to log in and use the interface regularly. I wish you could preview and edit the digest emails in advance of sending them out.

Reasons for switching to BoardEffect

The format was easily disorganized and cumbersome to update.

Audra L.

Verified reviewer

Telecommunications

51-200 employees

Used monthly for less than 12 months

Reviewed June 2025

Board Effect Review

Overall we have had a great experience with BoardEffect. It allows us to send board documents to our board members to review prior to the Board Meetings and keeps us all organized and informed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

BoardEffect keeps our board organized and informed. I like the way the meeting books work for our board members. The calendar is nice where you can see what meetings are coming up and I as the coordinator appreciate the RSVP button and the Teams link option as our board members sometimes have to join via Teams.

Cons:

It works well for us but sometimes onboarding new members takes a little while to find everything. I have tried to use the minutes feature but it just doesn't seem to work as well as I would like so I don't use it.

Reasons for choosing BoardEffect

It looked to be the easiest for our board to move to as it was the most like BoardPaq that we used before and had the options that we needed for our board management.

Reasons for switching to BoardEffect

BoardPaq discontinued. We researched and found that BoardEffect would be the best option to transfer to.

Debi R.

Verified reviewer

Hospital & Health Care

51-200 employees

Used monthly for more than 2 years

Reviewed July 2025

BoardEffect Evaluation

Excellent, easy to setup, learn, and use for staff members and Board members. The tutorials are very helpful, cover all of the topics, and are easy to locate based on the subject matter. I like that there are separate tutorials for Administrators and Board members. Colleagues in the office found the platform easy to learn. It is intuitive in navigating.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is intuitive and user friendly. Very easy to learn. The training videos cover all of the topics and are easy to locate when assistance is needed.

Cons:

I would like to be able to change the spacing in the message space when sending out Board meeting books.

Reasons for choosing BoardEffect

Ease of use. Simple format. Customer service.

Kristen C.

Verified reviewer

Education Management

51-200 employees

Used weekly for more than 2 years

Reviewed July 2025

Secure Platform

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It’s a secure platform with lots of features. It looked clean and was nice to organize files and events.

Cons:

Some features were limiting to use given the complexity of our need for forms, signatures, etc. We had low user engagement.

Reasons for choosing BoardEffect

Price and features were key in choosing a vendor.

Diana L.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used monthly for less than 12 months

Reviewed June 2025

Best portal ever

The ease of having everything in one place... from creating attendance, getting RSVP, uploading meeting documents, and even accessing ZOOM from the portal. Definitely a good decision to make the migration.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of managing everything in one place... Plus point is also that it is easily accessible. I have had alot of compliments from the Directors that it was easy to navigate and use.

Cons:

Not at the moment. Everything was easy, quick, and clear. Though I was bugging the team when I was having some silly troubles of not getting the RSVP list up and making the book visible.... But after, it was really easy! Thank you BoardEffect Team for all you do!

Reasons for choosing BoardEffect

I did look around, but forgot the names and went with the recommendation emails.

Reasons for switching to BoardEffect

It was the retirement of Boardpac hence we make the switch, but it was a good decision.

Stephen F.

Verified reviewer

Health, Wellness and Fitness

11-50 employees

Used weekly for less than 2 years

Reviewed July 2025

Fighting Back Scholarship Program Board of Directors

My experience has been very good. The training and implementation was good. The support which we have only used a handful of times has been excellent.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The structure and framework it provides that helps to facilitate governance for our board. I like the integration with Microsoft platform and others like zoom.

Cons:

Learning new or deeper capabilities of BoardEffect. An example the survey tool. It is fairly easy to use once I became aware of it. This may be more of my own issue but if your not using the system everyday and experimenting you don’t fully realize all the capabilities.

Reasons for choosing BoardEffect

It’s purpose built and the governance framework is built in.

Showing 1 - 10 of 122 Reviews

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