OnBoard 2026: Benefits, Features & Pricing

Wondering if OnBoard is right for your organization?

Our Alumni Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

OnBoard

4.7

(1054)

Pricing

Pricing available upon request

About OnBoard

OnBoard is an AI-powered board management software designed to simplify governance processes for boards and leadership teams across various industries such as financial services, healthcare, higher education, nonprofits, government, and technology. It provides tools to streamline workflows and enhance board operations.

The software includes features for managing the entire meeting lifecycle, such as Agenda Builder, Minutes Builder, and Task Management. It offers a centralized governance system with secure document storage, eSignatures, and file management. Director engagement tools include notes, annotations, digital voting, mobile applications, and video conferencing capabilities. AI functionality supports automated processes through Agenda AI, Book AI, Minutes AI, and an Intelligent Assistant that delivers insights from governance records.

OnBoard adheres to security and compliance standards, including SOC 2, ISO 27001, HIPAA, and GDPR, with advanced data protection measures. It includes tools for board continuity, such as assessment features, diversity reporting, skills tracking, and roles management to support leadership transitions. Meeting analytics provide insights to impr...

OnBoard Screenshots

OnBoard Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Essentials

Pricing available upon request

Plan includes:

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

Premium

Pricing available upon request

Plan includes:

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

Ultimate

Pricing available upon request

Plan includes:

Single Sign-on (SSO) Integration
D&O Questionnaires
Skills Tracking
Board Assessments
Director & Executive Training
Ultimate-tier Customer Support
Agenda Collaboration

Confused about pricing? We've got you covered.

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

OnBoard Features

Popular features found in Alumni Management
Communication Management
Email Marketing
Event Calendar
Fundraising Management
Job Board
List Management
Member Accounts
Member Portal
Website Management
More features of OnBoard
Access Controls/Permissions
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
Brainstorming
Calendar Management
Calendar Sync
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Committee 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 Management
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 Management
Event Scheduling
File Management
File Sharing
File Transfer
For Alumni Associations
For Higher Education
Forms Management
For Nonprofits
Generative AI
HIPAA Compliant
Knowledge Base Management
Live Chat
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
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
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 Integrations

Zoom Workplace

Integration rated 4.5 from 34 reviews

Microsoft Outlook

Integration rated 4.6 from 10 reviews

Google Drive

Microsoft 365

Google Authenticator

Microsoft Teams

See all 11 integrations

OnBoard User Reviews

Overall Rating

4.7

Ratings Breakdown

73%

24%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.8

Functionality

4.5

Christy D.

Verified reviewer

Financial Services

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed September 2023

It's just so easy!

I honestly love it. We use it for board and supervisory committee meetings. It's a great way to organize reports and get a lot of information out to multiple people. Our commercial team uses it for gathering loan documents. We use the resource section a lot to store important documents so people can easily find what they need without having to figure out which meeting it was a part of. OnBoard makes my job so much easier!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like most is how easy it is to create an agenda and add documents. And if something needs to be swapped out last minute, it's not a problem at all. The process is so fast.

Cons:

If a PDF is created from a Goolge document, OnBoard won't accept it. Sometimes I'll put everything in the packet and click on 'Open Book' and an error pops up saying that it failed. Then I have to remove each PDF one by one until I discover which one is the problem. Sometimes that has been time consuming; however, my company is transitioning to only using Microsoft so it's been less of a problem lately.

Esami Allan J.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2025

Board Management made incredibly easy .

Overall,OnBoard is very user friendly ,transitioning from paperboard packets to a an excellent digital format saves a lot of time and ensure efficiency in preparing for board meetings .

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of use and simplicity of OnBoard is one of it's strongest features. Its straightforward to build board meeting book and breeze teaching the board members how to use the app.Has an extremely helpful customer support who are also eager to assist.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 .

Cons:

I have nothing to complain about this product ,with recent upgrades everything has been made easier and effective.

Cassandra H.

Verified reviewer

Mental Health Care

51-200 employees

Used daily for less than 12 months

Review source

Reviewed September 2021

OnBoard is user-friendly!

Previously 5

I recommend this platform for Board engagement and collaboration.

Ratings Breakdown

Ease of use

Customer support

Functionality

Previously 4

Pros:

OnBoard is extremely user-friendly and the features offered definitely assist in collaboration and engagement for my Board.

Cons:

Overall, I don't have any complaints about the platform. There are a few small options that could be implemented, but definitely not the end of the world.

NOREDDINE A.

Verified reviewer

Higher Education

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed July 2025

Makes preparation of board pack stress-free

Ratings Breakdown

Ease of use

Functionality

Pros:

OnBoard helps to minimize the back and forth when I am collecting reports and committee updates. The ability to upload documents once and simultaneously share them with directors keeps our board ready and prepared before each meeting.

Cons:

There are instances of huge attachments that take some time to upload and this becomes slow to me when I am on strict deadlines.

ANIENTO P.

Verified reviewer

Management Consulting

51-200 employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Transparency made me more confident

Ratings Breakdown

Ease of use

Functionality

Pros:

The auto-import of files in the OnBoard agenda builder made work with materials an easy task, and everything remained in reach of my team at live sessions, saving me the trouble of trying to obtain attachments to them or revised versions.

Cons:

PDF editors sometimes freeze when reading chunky annotated board books so there is a need to re-upload.

Alexandra D.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for less than 12 months

Review source

Reviewed April 2025

OnBoard Experience

The platform has been easy to learn, easy to explain and the customer service has been wonderful

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's user-friendly and easy to show board members how to use. I love the ability to share documents.

Cons:

I wish there was a way to minimize the number of platforms we use as an association. For example, if OnBoard was a part of Aptify or Smartsheet, etc.

Erin B.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 12 months

Review source

Reviewed April 2025

Enthusiastic OnBoard User

Love it. Highly recommend to other Universities.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is super user friendly. Building an agenda out is easy as pie.

Cons:

In automatic minutes, the options to highlight, add bullets, numbers, change fonts is not user friendly.

afet i.

Verified reviewer

Management Consulting

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed June 2025

Allowed us to rule with firm control

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

OnBoard helped to ensure that our board processes were regular and easy for everyone to see. All involved come with the right information and every decision is recorded clearly and efficiently.

Cons:

Sometimes if the files aren’t small, it might take longer to load them, especially on slower networks.

Nikki H.

Verified reviewer

Individual & Family Services

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed April 2025

Easy to use

My experience has been great. I learned the system within a week of current role. It is easy to use and there is more to learn

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of access and webinars they conduct to allow for a more knowledgeable use

Cons:

The ability to update information for Board Members when they request it, such as an email address change. I can provide them with a link on how to do it, but sometimes it is easier for me to do it for them.

Hadi C.

Verified reviewer

Financial Services

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed June 2025

Easing our strategic planning

Ratings Breakdown

Ease of use

Functionality

Pros:

The agenda builder and resource library in OnBoard allowed me to create meeting books using the drag and drop simplicity. Voting and e-signature tools saved my group so much back and forth and Zoom helped keep everyone on track and up to date.

Cons:

The system froze when I was uploading a complex file and I lost some annotations. And it was time-consuming to set up detailed permissions by committee.

Showing 1 - 10 of 1054 Reviews

See All Reviews