---
title: "Aprio Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of Aprio. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Aprio is a good fit for you!"
source_url: "https://www.softwareadvice.com/company-secretarial/aprio-profile/reviews/"
page_type: "reviews"
language: "en"
---

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Aprio Reviews

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# Aprio User Reviews

## Reviews summary

- Overall rating: 4.7/5
- Total reviews: 61

### Secondary ratings

- Ease of use: 4.5/5
- Customer support: 4.9/5
- Value for money: 4.5/5
- Functionality: 4.5/5

### Rating distribution

- 5 stars: 44 reviews (72%)
- 4 stars: 15 reviews (25%)
- 3 stars: 1 reviews (2%)
- 2 stars: 1 reviews (2%)
- 1 star: 0 reviews (0%)

### Most mentioned pros

- In addition to the technology, Aprio consistently offers training opportunities, personalized support, and guidance tailored to the unique needs of each organization.
- The team is constantly enhancing the platform and introducing new governance-focused tools and capabilities that help Boards and governance professionals operate more effectively.
- The platform makes it simple to distribute meeting materials, communicate with board members, and ensure everyone has access to the most current information.

### Most mentioned cons

- I find that in the moment, I usually don't have the time to go to the Help button and try to find information there.
- The one feature regarding Aprio that our Board found somewhat frustrating was the difference between the app and the dashboard.

## Aprio customer reviews

Showing reviews 1-25 of 61 (page 1).

### Nearly 10 Years Later, Still Impressed

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: 3-5 years · weekly
- Reviewed: October 2026
- Review source details: This review was submitted organically. No incentive was offered

NCSAC has been using Aprio for approximately 10 years, and our overall experience has been excellent. Aprio has become an integral part of how we support Board governance, providing a reliable and organized platform that helps us manage our governance responsibilities effectively. We particularly appreciate the ongoing development of the platform and the introduction of new features that continue to improve its functionality. What truly sets Aprio apart, however, is its exceptional customer service. The team is approachable, responsive, and always willing to help. After nearly a decade of working with Aprio, we continue to be impressed by both the platform and the people behind it. We would confidently recommend Aprio to other organizations looking for a dependable, user-friendly governance solution backed by outstanding customer support.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

What we like most about Aprio is how user-friendly and comprehensive the platform is for supporting our Board's governance needs. Having used Aprio for approximately 10 years, we have seen the platform continue to evolve, with new features and improvements that make our governance processes more efficient and effective. The platform helps us stay organized, keep Directors informed, and manage our Board materials in one centralized location. Beyond the technology itself, the customer service is truly top-notch. The Aprio team is responsive, knowledgeable, and genuinely committed to helping us get the most out of the platform.

#### Cons

Honestly, there is very little we dislike about Aprio. Like any platform, there is always room for continued improvement, but we appreciate that Aprio actively evolves and introduces new features to enhance the user experience. Our experience has been overwhelmingly positive, and we value the team's willingness to listen to feedback and continually improve the platform.

---

### A+ Aprio Canadian Board Portal

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: 3-5 years · monthly
- Reviewed: October 2026
- Review source details: This review was submitted organically. No incentive was offered

Overall, a great experience with Aprio, from initial training and onboarding to follow-up with webinar training for new features as they are introduced; helpful online guides; and dedicated customer support. Intuitive portal. And Canadian.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Canadian-based servers; responsive customer support (follow up and respond to suggestions); ease of use - board members use the portal; value for money - we are able to provide the service to subsidiary boards. Library - items are assigned categories and saved in a customized library. Surveys - ability to send surveys.

#### Cons

I have only positive things to say about Aprio. The negative is that I don't have enough time to make full use of the features Aprio provides.

---

### Admin tool to support governance

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Health, Wellness and Fitness
- Company size: 1001-5000 employees
- Product usage: less than 1 year · weekly
- Reviewed: October 2026
- Review source details: This review was submitted organically. No incentive was offered

I am a new user so I have not had much opportunity to explore all of the options. I have found it easy to post the packages I need to.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Ease of uploading materials and ability to edit and delete after posting. The library is helpful to board members to have all documentation readily available to them.

#### Cons

I had challenges having my board members sign their annual attestation forms. I discussed these challenges with my Aprio rep and hopefully the process will be smoother next year.

---

### I Feel Supported!

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Hospital & Health Care
- Company size: 1001-5000 employees
- Product usage: 3-5 years · monthly
- Reviewed: October 2026
- Review source details: This review was submitted organically. No incentive was offered

My experience has been very good, I don't use a lot of what is available due to our organization's practices but I am looking forward to learning more about other areas available to us.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

The Customer Support is amazing, so efficient and timely when needed. When we had an issue they were online immediately to help.

#### Cons

The one item, which I brought up was that you cannot create and submit surveys for the future year, if that could be fixed it would help.

---

### Aprio is a user-friendly platform

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Utilities
- Company size: 1001-5000 employees
- Product usage: 1-3 years · monthly
- Reviewed: October 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Very user friendly and the support group and account manager are excellent! The Board members, staff and administrators are all quite impressed with this product and it's ease of use.

#### Cons

Really can't think of much to add here - the Aprio platform keeps evolving to be better and better!

---

### Exceptional Governance Platform Backed by Outstanding Service

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: 1-3 years · daily
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

My overall experience with Aprio has been excellent. The platform is reliable, well organized, and makes it easy to manage governance processes efficiently. Whether preparing meeting materials, distributing Board packages, tracking approvals, or maintaining governance records, the system supports these activities in a straightforward and effective manner. The implementation process and ongoing use of the platform have been smooth, and new features continue to be introduced in a way that enhances the user experience. Aprio has become an important tool in supporting effective governance, improving accessibility to information, and creating a more seamless experience for Directors and administrators alike.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

What I appreciate most about Aprio is the exceptional customer service and the genuinely personal approach they take with their clients. At times, it almost seems unbelievable. In my role, having the opportunity to meet directly with senior leaders, including [sensitive content hidden] as well as dedicated team members such as [sensitive content hidden] demonstrates just how invested Aprio is in the success of its members. Their accessibility, responsiveness, and willingness to listen to feedback make you feel like a valued partner rather than simply a customer. The platform itself is highly intuitive and user-friendly, making it easy for Directors, executives, and administrators to navigate and utilize effectively. In addition to the technology, Aprio consistently offers training opportunities, personalized support, and guidance tailored to the unique needs of each organization. What truly sets Aprio apart is its commitment to continuous improvement. The team is constantly enhancing the platform and introducing new governance-focused tools and capabilities that help Boards and governance professionals operate more effectively. Their dedication to innovation, combined with their exceptional customer care, makes Aprio a trusted and valued governance partner.

#### Cons

At this time, I do not have any significant concerns or areas of dissatisfaction to note. My experience with Aprio has been overwhelmingly positive, particularly with respect to the platform's ease of use, ongoing innovation, and the level of customer support provided. The organization consistently demonstrates a strong commitment to its clients and continues to enhance the platform to better support Boards, Directors, and governance professionals.

---

### Aprio Delivers Responsive Support and Ease of Use

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Education Management
- Company size: 1001-5000 employees
- Product usage: 3-5 years · weekly
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

My experience with Aprio has been excellent, supported by responsive customer service, fair pricing, reliable support, and easy-to-use technology.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I appreciate Aprio’s prompt customer service, which addressed my questions immediately, as well as the platform’s user-friendly design, particularly for board members who are less comfortable with technology.

#### Cons

I do not have any concerns about Aprio. Any issues I experienced in the past were resolved quickly and did not recur.

---

### Efficient, accurate, and secure - plus A+ customer service!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Real Estate
- Company size: 2-10 employees
- Product usage: 3-5 years · monthly
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

It is great to use a product that has been developed by those who have experience with how Boards operate. Aprio has been designed with users in mind, and their support team is unbeatable!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Aprio is user-friendly and has made our Board meetings, as well as administration, more efficient. The best part is the support we receive; there is true value in the customer service but also the appreciation that Aprio has for its customers.

#### Cons

Some technical glitches but they have been remedied. It would be great if administrators didn't need a license to keep costs down.

---

### Excellent Board Management Tool!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Non-Profit Organization Management
- Company size: 51-200 employees
- Product usage: 3-5 years · weekly
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

Aprio is amazing! We use it for board meeting and resource management. I appreciate how secure the platform is - from the user login to the ability to add restrictions on folders, documents and surveys as needed. It is an asset to our Board.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Aprio is user-friendly. They offer great support and follow-up. I appreciate how they touch base on user experience.

#### Cons

Wish we could tailor it more to our specific team needs. Some areas appear to be cumbersome, with needing to sign in to verify who you are - but I understand the need for security purposes.

---

### Aprio: Best In Class

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Management Consulting
- Company size: 2-10 employees
- Product usage: 3-5 years · monthly
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

Customer service and responsiveness is unmatched. Ongoing enhancements show the investment Aprio is making to continued growth. Aprio is always open to new ideas and functionality requests and we can see that these are actively worked on as improvements are rolled out.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

After completing a platform research project (features, pricing, storage, accessibility, etc) we landed on Aprio. As a Canadian platform, the pricing was very competitive and features comparable across other options. The platform is user friendly and logical. Administration of users, meetings, and the additional modules is very easy. Since onboarding to Aprio 3 years ago, we have found the ongoing enhancements have been great. The availability and responsiveness of support and training has been a huge win for our team. I have recommended it to several other board support clients since.

#### Cons

As with every group, there is always some level of resistance to adopt a new system. This not a reflection of Aprio, just a challenge we have experienced.

---

### soporte tecnico

- Overall rating: 5/5
- Reviewed: November 2026
- Industry: Computer Software
- Company size: 51-200 employees

The software is designed to keep all meeting-related information in one place, reducing the need for sharing important documents via email or paper. Its focus on board meetings may not cater to all types of businesses.

Full review available after login on Software Advice

---

### Completely satisfied with Aprio

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 1001-5000 employees
- Product usage: 3-5 years · monthly
- Reviewed: September 2018
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

We have used Aprio for more than 10 years. During that time we have had lots of turnover of staff and board members. Rarely have we needed to provide formal training. For the most part, we simply provide the login access to the new user and they teach themselves. Board members find Aprio useful and easy to use.

#### Cons

I tend to use the desktop version when I set up a meeting and load materials because I find the functionality better. However, for just reading my board package or having it available during a meeting, using the App on my iPad is just fine.

---

### 24/7 Support and Simplicity Set Aprio Apart

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: 1-3 years · weekly
- Reviewed: July 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

We’ve been using Aprio for our board portal needs and have been really pleased with the experience. The platform is intuitive and user-friendly our board and leadership team have found it easy to navigate, even for those who aren’t especially tech-savvy. One of the biggest advantages for us has been Aprio’s 24/7 support. Knowing we can get help anytime, especially around board meetings or last-minute updates, gives us a lot of confidence and peace of mind. The support team is knowledgeable, responsive, and consistently helpful. Overall, Aprio delivers a great combination of simplicity, security, and service exactly what’s needed for a board portal.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

What we appreciate most about Aprio is how user-friendly and intuitive the platform is, it’s easy for both board members and administrators to navigate. The 24/7 customer support has been incredibly valuable, offering peace of mind when questions or issues arise. We also rely on the platform’s secure document management and centralized access, which ensures that all board materials are organized and accessible in one place. The ability to access the portal seamlessly across devices, along with helpful meeting reminders, makes staying on top of board responsibilities effortless and efficient.

#### Cons

Not much that we don't like, if I had to pick something I would say cost. Pricing may be a barrier for very small organizations or nonprofits with tight budgets.

---

### Easy Navigation

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Staffing and Recruiting
- Company size: 2-10 employees
- Product usage: less than 1 year · a few times a year
- Reviewed: April 2019
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 3/5

#### Pros

The feature that I like the most is the ability to send confidential and secure surveys out plus the interface is super friendly.

#### Cons

There is nothing that I do not like about the app so far.

---

### Aprio Excels!

- Overall rating: 5/5
- Reviewer: Cathie C.
- Industry: Entertainment
- Company size: 201-500 employees
- Product usage: 3-5 years · daily
- Reviewed: July 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Overall, my experience with Aprio has been excellent. At at time when I was tasked with using Aprio's features to the fullest, the team helped me identify the features that I could adopt and that process was very informative and useful.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Aprio excels at customer and client support, as Kirstin and her team have helped me promptly when I've needed assistance urgently. Also, since we started using Aprio, I no longer need to print multiple copies of the meeting materials since our Board members use Aprio to access the materials.

#### Cons

It would be helpful if Aprio offered a template or two for Board surveys. Our board chair likes to circulate surveys to find out how the members feel about the leadership, how meetings are run, etc.

---

### Excellent Board portal

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: 3-5 years · weekly
- Reviewed: November 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Aprio is an outstanding board portal—secure, intuitive, and exceptionally well designed. It streamlines meeting preparation, centralizes documents seamlessly, and makes collaboration effortless for directors/trustees' comfort levels. Security is top-tier, and Aprio’s support team is one of the most responsive and knowledgeable in the industry. Simply put, Aprio elevates governance. It’s reliable, user-friendly, and a tremendous asset to any board.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Aprio is a great board portal that is easy to use - for both administrators and directors/trustees. Aprio offers great service with an exceptional team who provides great training programs and sessions

#### Cons

The ability to make more of the items such as the agenda, etc. more tailored to what the Board or client's needs.

---

### Aprio Delivers

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Utilities
- Company size: 51-200 employees
- Product usage: 3-5 years · monthly
- Reviewed: August 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

I have been very impressed with Aprio's customer service since day one. They respond quickly, they are friendly and always have a solution. Even during the chaos of last minute Board meeting material postings, they are calm, understanding and helpful.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Aprio is very user friendly from an Admin perspective, and our Board Members took to it right away. A secure cloud-based platform, that is not overwhelming for Directors.

#### Cons

I don't think there is anything that I dislike about Aprio. Great software that does not disappoint.

---

### Great Product!

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Government Administration
- Company size: 51-200 employees
- Product usage: 3-5 years · daily
- Reviewed: February 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

I have found Aprio to be user friendly. I have a large board with a broad range of technological experience. Directors who have little computer experience still find it easy to use.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I like the fact that all the information I need can be found in one app. The search function allows me to find items quickly and easily.

#### Cons

I wish there were more drag and drop options.

---

### Aprio - They really listen to you!

- Overall rating: 5/5
- Reviewer: Pam P.
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: 3-5 years · daily
- Reviewed: May 2026
- Review source details: This review was submitted organically. No incentive was offered

I have had an excellent relationship with those at Aprio from the very beginning. They are very attentive to client's needs as an ever evolving industry.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

The best thing about Aprio and the company is their Client Support. It is hands down the best in the business. I personally find it very easy to use as do my directors. Their dedication to continuous improvement makes it easier to do my work. The recent addition of the AI tool is a valued improvement.

#### Cons

Currently there are only 1-2 very small updates that might be able to simplify entering future meetings into the Dashboard that could be implemented.

---

### Glad to be with Aprio!

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: 1-3 years · weekly
- Reviewed: August 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Customer support is well done by Aprio! Questions are answered in a very timely manner, and the information/instructions provided are easy to follow. Cost is comparable to other portals. We find that with other credit union's also using Aprio we do share tips and tricks between each other.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Aprio provides a great platform for Directors (and Management) to access confidential materials to fulfil the responsibilities of the Board. Ease of access and ability to find documents is a must and Aprio provides this. Going paperless is important for Northern Savings - we are yet to mobilize all the features of Aprio which will in the future enhance our director experience. Adding material is easy - appreciate the updates recently done to the platform.

#### Cons

On our side we are still working on learning to use all the features of the system. To date we do not have any issues with the program and are not yet able to provide any suggestions.

---

### Credit Union [sensitive content hidden] Use of Aprio

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: 3-5 years · weekly
- Reviewed: January 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Wonderful experience and user friendly. Very few difficulties with directors navigating meeting materials.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Very easy to navigate and excellent customer support. No matter the problem, I get prompt assistance.

#### Cons

I would say the ability to survey the board would be nice. Some login difficulties for directors on occassion.

---

### Effiziente und sichere Lösung für die Gremienarbeit

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Computer Software
- Company size: 2-10 employees
- Product usage: less than 1 year · weekly
- Reviewed: July 2025
- Review source details: This review was submitted organically. No incentive was offered

Insgesamt hat Aprio unsere Vorstandskommunikation deutlich verbessert. Die Plattform ist sicher, zuverlässig und wird regelmäßig aktualisiert. Die Support-Abteilung reagiert schnell und professionell auf Anfragen. Nach der Einführung waren alle Teammitglieder schnell mit dem System vertraut. Die Transparenz und Nachvollziehbarkeit von Sitzungsinhalten hat sich merklich erhöht.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Am besten gefällt mir die klare, intuitive Benutzeroberfläche und die einfache Navigation – selbst für weniger technikaffine Vorstandsmitglieder. Die Möglichkeit, alle Sitzungsunterlagen zentral und sicher zu verwalten, spart enorm viel Zeit und vereinfacht die Vorbereitung erheblich. Besonders schätze ich die Annotation-Funktion und die automatische Benachrichtigung bei neuen Dokumenten.

#### Cons

Die mobile App könnte noch etwas optimiert werden – insbesondere bei der Dokumentenvorschau auf kleineren Bildschirmen kommt es gelegentlich zu Ladeproblemen. Auch die Integration mit externen Kalendern (z. B. Outlook) funktioniert nicht immer reibungslos.

---

### Review of APRIO

- Overall rating: 5/5
- Reviewer: Rose G.
- Industry: Financial Services
- Company size: 201-500 employees
- Product usage: 3-5 years · daily
- Reviewed: March 2021
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

My overall experience with APRIO has been excellent. I have used APRIO for at least 8 years now if not more. The trainers and support staff are excellent - [SENSITIVE CONTENT HIDDEN] are readily available to assist you and work until they resolve your issue. The Board find it easy to use and I rarely receive any complaints or frustration regarding difficulty in using the software. It has saved us time and money in more ways than one. Too many to mention. Thank you.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

The product is user-friendly for the most part. First, it is secure and if someone is not a participant for a particular meeting, they cannot access the information even if they are a user. Second, I like the fact that the library holds documents that are easily accessible. Third, the signing feature to approve material is the biggest plus for us. The fact that items requiring approval asap by the Board has eliminated the need for non-scheduled meetings to be held. It is the one feature that has made a huge difference to our way of conducting business and responding to our members within a reasonable time frame. Another plus is the elimination of printing reports. As well, providing Board reports to Auditors with the "download pdf" feature allows me to give the auditors exactly what they need. Lastly, we use the "Action" feature that allows us to keep track of Action items that arise at meetings and track the progress until completion so we do not lose sight of them. There are so many features that I enjoy. I could keep on going. These are a few that are top of mind.

#### Cons

The folder structure and the ability to move items into a folder later is difficult without going in and moving each item separately. A drag feature into a folder would be really handy. The ability to "turn off" a user and "turn on" when required without having to remove their access and then resend a welcome message. This way your users remain under the requirement of your contract and those users that attend one or two meetings per year (specifically staff required at a meeting) are not counted as a regular user. Another frustration is the timing out feature. And I have extended it. However, I have been in the middle of adding numerous documents and the time out feature appears and I have lost all of the uploading I was in the middle of doing.

---

### I have been using Aprio for the last few years and I don't know how I managed our Board prior to it!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Product usage: 3-5 years · daily
- Reviewed: March 2018
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The ease of use is amazing. Aprio took the time to introduce their product in a way that was easy to follow and understand. They carefully explained each function of the app and how it would make my job as an Executive Assistant easier. I cannot believe how supportive the team at Aprio is whenever I have questions and how they also take the time to assist with my directors when issues arise. I have never received the quality of service from any other supplier or connection and they provide that service in the most professional and efficient way. Extremely timely application updates and they are always improving - and they really do want to hear from their customers what "we" want to see!

#### Cons

I can not think of one negative thing about Aprio and their team! Honestly - they are that good! I don't know what I would ever do without the application or the support team! The Directors love the program!

#### Vendor response

Thank you so much Christie for your kind words - we appreciate your support!

Replied March 2018

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### I love this software.

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Banking
- Company size: 11-50 employees
- Product usage: 3-5 years · daily
- Reviewed: March 2018
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

The Board has immediate access to any information and we save on paper costs

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It does it all. I also like the fact that if I have any issues, the Aprio team is always right there to help me out. Also, the Aprio team is always updating the software.

#### Cons

I wish there was an easy way to change the name of a folder and be able to retain all of the documents posted under the previous name.

#### Vendor response

Thank you Barb for your support! There is an easy way to change a folder name in Aprio. Simply click on the folder you'd like to change, then click on the "edit" icon to the left of the folder name. From there you can update the name and re-save. If you need any help, give us a call at 1-855-55-APRIO (1-855-552-7746).

Replied March 2018

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