# BoardEffect Software Reviews, Demo & Pricing - 2026

> Review of BoardEffect Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/board-management/boardeffect-profile

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BoardEffect

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Overview

[Reviews](https://www.softwareadvice.com/voip/boardeffect-profile/reviews/)[Alternatives](https://www.softwareadvice.com/voip/boardeffect-profile/alternatives/)

# BoardEffect 2026: Benefits, Features & Pricing

Wondering if BoardEffect is right for your organization?

Our Online Meeting Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

BoardEffect

4.4

[(127)](https://www.softwareadvice.com/voip/boardeffect-profile/reviews/)

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.

Wondering if BoardEffect is right for your organization?

Our Online Meeting Software selection experts can help you in 15 minutes or less.

## BoardEffect User Interface

## Popular BoardEffect Alternatives

Main Product

BoardEffect

4.4

[(127)](https://www.softwareadvice.com/voip/boardeffect-profile/reviews/)

Ratings Breakdown

-   4.28Ease of use
-   4.21Value for money
-   4.41Customer support
-   4.17Functionality

Pricing

Available upon request

Get Price

Alternative Product

[BoardPro](https://www.softwareadvice.com/board-management/boardpro-profile/)

4.8

[(823)](https://www.softwareadvice.com/board-management/boardpro-profile/reviews/)

Ratings Breakdown

-   4.67Ease of use
-   4.66Value for money
-   4.75Customer support
-   4.53Functionality

Pricing

Starting at $165.00 per month

Get Price

Alternative Product

[Diligent Boards](https://www.softwareadvice.com/board-management/diligent-boards-profile/)

4.7

[(339)](https://www.softwareadvice.com/board-management/diligent-boards-profile/reviews/)

Ratings Breakdown

-   4.61Ease of use
-   4.37Value for money
-   4.81Customer support
-   4.51Functionality

Pricing

Available upon request

Get Price

Alternative Product

[OnBoard](https://www.softwareadvice.com/portal/onboard-profile/)

4.7

[(1058)](https://www.softwareadvice.com/portal/onboard-profile/reviews/)

Ratings Breakdown

-   4.60Ease of use
-   4.58Value for money
-   4.84Customer support
-   4.48Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Knowa](https://www.softwareadvice.com/collaboration/knowa-profile/)

4.9

[(103)](https://www.softwareadvice.com/collaboration/knowa-profile/reviews/)

Ratings Breakdown

-   4.78Ease of use
-   4.84Value for money
-   4.98Customer support
-   4.74Functionality

Pricing

Starting at £2000.00 per year

Get Price

Alternative Product

[Wrike](https://www.softwareadvice.com/project-management/wrike-profile/)

4.4

[(3007)](https://www.softwareadvice.com/project-management/wrike-profile/reviews/)

Ratings Breakdown

-   4.18Ease of use
-   4.20Value for money
-   4.33Customer support
-   4.31Functionality

Pricing

Starting at $10.00 per month

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

Integration rated undefined from -1 review

GoTo Meeting

Integration rated undefined from -1 review

Microsoft PowerPoint

Integration rated undefined from -1 review

Salesforce.org Nonprofit Cloud

Integration rated undefined from -1 review

Microsoft 365

Integration rated undefined from -1 review

Microsoft Word

Integration rated undefined from -1 review

See all 8 integrations

## BoardEffect User Reviews

Overall Rating

4.4

Ratings Breakdown

5

54%

4

37%

3

4%

2

3%

1

2%

Secondary Ratings

Ease of Use

4.3

Value for money

4.2

Customer support

4.4

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

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

RH

Raegan H.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 12 months

Reviewed June 2025

Love library features!

4

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

4

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.

Read More

BM

Bonnie M.

Verified reviewer

Banking

11-50 employees

Used monthly for less than 12 months

Review source

Reviewed January 2026

Was a good platform, until the change to fully incorporate Diligent

2

Prior to the changeover, it was a really good platform for the basics we used it for. Once the change occurred, it hasn't been efficient enough for our needs, and the customer service has been incredibly poor.

Ratings Breakdown

3

Ease of use

2

Value for money

2

Customer support

3

Functionality

Pros:

I liked BoardEffect a lot more before it transitioned to being fully led by Diligent. It was a good space to keep our board documents and was easy enough to use for even our least tech-savvy members.

Cons:

Since the transition in early fall, my senior leadership has been unable to access a link to upload their monthly reports for the board to review. I've raised this issue with the BE/Diligent team and have had an active ticket open for a month and a half. Occasionally, I will receive an email from someone on their team that they are working on the issue, and it could be resolved when they decide to roll out their next update. I requested a customer service rep/account rep who is located in the US for the ability to communicate during working hours, but that hasn't happened. The only communications I receive are at times that are not reasonable to be able to create a conversation about the issue. The work has piled up for me because they have been unable to fix this issue, and the lack of support has finally pushed me to the point where we will be looking to leave the platform when our contract is up. I feel there are many other platforms that can do this simple task of sending an upload link to contributors, but for some reason, this issue is the most challenging they have faced, and the support is terrible.

Vendor Response

Hi Bonnie, Thank you for taking the time to share this detailed feedback. We’re truly sorry to hear about the challenges you’ve experienced since the transition and the impact it has had on your workflow. This is not the level of service or support we aim to provide, and we understand how frustrating it must be especially when timely access and communication are critical for your board processes. The issue you described regarding contributor upload links should not be causing such disruption, and the extended resolution time you’ve encountered is unacceptable. We would value the opportunity to resolve this for you as quickly as possible and restore your trust in the platform. If you’re open to it, please reach out to us at valvarez@diligent.com, and we will ensure your case is escalated to the appropriate team for immediate attention. Thank you again for your candid feedback and for the time you’ve spent with BoardEffect. —The BoardEffect Team

Replied March 2026

Read More

IL

Ilona L.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used weekly for more than 2 years

Reviewed February 2026

Mixed bag- some good/some need improvements

4

The tool is something we inherited but we believe it could use some updates. For example, the ease of navigating and a bit more intuitive approach to organization of the folders.

Ratings Breakdown

3

Ease of use

3

Value for money

2

Customer support

3

Functionality

Pros:

Agenda management. It is easy to build an agenda in BoardEffect and a good central location for all of our board-related materials.

Cons:

How difficult it is to operate. There are so many ways to organize the folders and the links to different folders then become very confusing. It is also not a complete tool for Board Management. Ideally, we would have liked to see a way to handle our nom com work through Board Effect. it is also difficult for our board to navigate the tool and it is not as collaborative as we would have liked it to be

Vendor Response

Hi Ilona, Thank you for sharing your feedback. We’re glad to hear that agenda management and having a central location for board materials have been helpful for your team. At the same time, we’re sorry that navigation, folder structure, and collaboration capabilities haven’t met your expectations. We understand how important it is for board members to be able to move through the platform intuitively, without confusion around folder organization or links. Your comments about ease of use, navigation, and the desire for more complete board‑management workflows are incredibly valuable to us. We’re actively investing in updates that directly address many of these areas. This includes a more intuitive user interface, improved navigation, and enhancements that support clearer organization and more collaborative board work. Thank you again for your thoughtful feedback and please feel free to contact us at valvarez@diligent.com for additional feedback. —The BoardEffect Team

Replied March 2026

Read More

AS

Alexis S.

Verified reviewer

Hospital & Health Care

11-50 employees

Used monthly for less than 2 years

Reviewed July 2025

BoardEffect Review

4

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

5

Ease of use

4

Value for money

5

Customer support

4

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.

Read More

EP

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!

4

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

5

Ease of use

4

Value for money

5

Customer support

5

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.

Read More

AL

Audra L.

Verified reviewer

Telecommunications

51-200 employees

Used monthly for less than 12 months

Reviewed June 2025

Board Effect Review

5

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

4

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

DR

Debi R.

Verified reviewer

Hospital & Health Care

51-200 employees

Used monthly for more than 2 years

Reviewed July 2025

BoardEffect Evaluation

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

KC

Kristen C.

Verified reviewer

Education Management

51-200 employees

Used weekly for more than 2 years

Reviewed July 2025

Secure Platform

4

Ratings Breakdown

3

Ease of use

3

Value for money

4

Customer support

3

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.

Read More

DL

Diana L.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used monthly for less than 12 months

Reviewed June 2025

Best portal ever

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

Showing 1 - 10 of 127 Reviews

[See All Reviews](https://www.softwareadvice.com/voip/boardeffect-profile/reviews/)

## BoardEffect Popular Comparisons

[BoardPro vs BoardEffect](https://www.softwareadvice.com/voip/boardeffect-profile/vs/boardpro/)[Diligent Boards vs BoardEffect](https://www.softwareadvice.com/voip/boardeffect-profile/vs/diligent-boards/)[OnBoard vs BoardEffect](https://www.softwareadvice.com/voip/boardeffect-profile/vs/onboard/)[Convene vs BoardEffect](https://www.softwareadvice.com/voip/boardeffect-profile/vs/convene/)[Boardable vs BoardEffect](https://www.softwareadvice.com/nonprofit/boardable-profile/vs/boardeffect/)[BoardSpot vs BoardEffect](https://www.softwareadvice.com/voip/boardeffect-profile/vs/boardspot/)[BoardDocs vs BoardEffect](https://www.softwareadvice.com/board-management/boarddocs-profile/vs/boardeffect/)[Nasdaq Boardvantage vs BoardEffect](https://www.softwareadvice.com/voip/boardeffect-profile/vs/nasdaq-boardvantage/)

[Compare All Alternatives](https://www.softwareadvice.com/voip/boardeffect-profile/alternatives/)

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