OnBoard 2026: Benefits, Features & Pricing

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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

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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

Beverly S.

Verified reviewer

Higher Education

501-1000 employees

Used monthly for less than 6 months

Review source

Reviewed April 2025

Easy to Use

Our experience has been great. The implementation period and building out the site was fairly simple, the training was easy to follow, and OnBoard staff ensured we were on track before we actually went live with the product. It is user friendly and the board has had a positive experience with it so far.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's both user and admin friendly. Our [sensitive content hidden] members found the interface to be easy to navigate, which is very important to us. The support team has been helpful and the training was self-paced and easy to follow.

Cons:

The permissions settings are great, but as an admin you do have to be conscious that you basically have to set up permissions for everything you add to OnBoard. It takes time to get used to this.

Reasons for choosing OnBoard

The features fit our needs and the price was within our budget.

Suzanne S.

Verified reviewer

Hospitality

51-200 employees

Used daily for less than 12 months

Review source

Reviewed April 2025

An Upgrade

It improves our user organization and accessibility.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

It would be better if there was a streamlined way to add past meeting books to the resources section. That's where the meeting archive is collected after being downloaded and imported from the previous board software. As it is, meeting history is divided in two locations. There is also no ideal way to search through the content of past meetings.

Reasons for choosing OnBoard

It offered and demonstrated the best quality for UX, cost, security, transition ease, and support.

Reasons for switching to OnBoard

We switched from BoardPaq, which was the prior version of BoardEffect. BoardPaq had an antiquated system. We compared their upcoming software BoardEffect with OnBoard and decided that since our users and admins would already be subject to transition, we wanted to choose the best transition and long-term upgrade available.

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.

Kate M.

Verified reviewer

Financial Services

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed April 2025

Executive Assistant and Board Secretary

Our experience has been really good. Members find it easy to use. Admins like the variety of tools. The Helpdesk is responsive. The product keeps evolving to meet our needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use for both the member and the Admin.

Cons:

Some limitations. For example, we would love to be able to download from the Resource folder but still restrict the downloading of board packets.

Reasons for choosing OnBoard

Price, thoroughly vetted by security team, functionality, ease of use, Admin access.

Reasons for switching to OnBoard

Unhappy with tool functionality and customer service response to issues.

Lisa H.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed April 2025

OnBoard is a great tool

I really like the "Home" page and the flexibility I have to add or delete content for our Board, it's almost like our own website. The agendas are professional looking, the RSVP options is very helpful and easy and I like the messaging capabilities inside OnBoard.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I love most about OnBoard is how user-friendly it is. Whenever I have a question, I can easily find the answer either through the help section or a quick internet search. This is especially helpful when I’m on a tight deadline and need to send out an agenda. The help section provides both video tutorials and written instructions, which makes it super convenient for me to find solutions quickly.

Cons:

There have only been a few things I would like to change (not huge in any way). I like the fact that I can put in a request to the engineers with my suggestions.

Reasons for choosing OnBoard

OnBoard had a lot of things the others didn't have such as skills tracking. I especially liked the sales team and everyone we spoke to.

Reasons for switching to OnBoard

It was bought out by another company and we didn't want to continue with them.

Katherine B.

Verified reviewer

Higher Education

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed April 2025

OnBoard Review

4.5 out of 5 stars. Looking forward to seeing more options, especially AI-related.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use and management. User friendly for Administrator.

Cons:

Nitpicky, but I wish Administrator could update user email accounts!

Reasons for choosing OnBoard

More user-friendly. We appreciated the ease of use.

Reasons for switching to OnBoard

We wanted a more secure platform and one that was easy to use.

Randa C.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used monthly for more than 2 years

Review source

Reviewed April 2025

A great collaborative space

It provides a collaborative space with which users can engage as their time allows. With near 40 users, finding time to meet together, even in smaller groups, is tough. OnBoard allows those users to work when and how they need, while maintaining their busy schedules.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

OnBoard has been a great resource for our board. It has been a slow uptake by some, but they are using it more now than ever before. The collaborative functions have been very helpful as we grow our international teams and develop deeper risk management.

Cons:

Limited file types can be uploaded for storage.

Reasons for choosing OnBoard

They had the look and more of the features we were looking for at the time.

Alicia M.

Verified reviewer

Banking

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed April 2025

OnBoard - a must have for meeting packets!

My overall experience with OnBoard has been positive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Using OnBoard for a variety of internal and external stakeholder meetings has made meeting setups a breeze.

Cons:

No real cons, per say, but it would be great if there was a way to save items from a meeting to resources using a checkbox.

Reasons for switching to OnBoard

We wanted something more robust, user friendly, etc.

Viviana B.

Verified reviewer

Paper & Forest Products

10000+ employees

Used weekly for less than 12 months

Review source

Reviewed October 2024

OnBoard Virtual Boardroom: Goals Align

We selected OnBoard because of the coverage of the many features it has been designed especially for board and team meetings. Fears and risks for security compliance were another issue to be highlighted because most of our production data is considered confidential.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Using OnBoard‘s interactive process of voting and polling, it is possible to make quick decisions during an online meeting. Scheduling: The use of the AI-powered meeting minutes generator helps provide quick solutions and minimize time wastage by creating accurate minutes.

Cons:

In particular, I would like to emphasize that utilization of OnBoard has greatly facilitated organization of virtual team meetings. Having all the documents in one place helps make meetings more effective, as does planning for the meeting and the overall productivity.

Reasons for switching to OnBoard

This was necessitated by the realization that more attention should be paid to the documentation of the meeting, as well as the follow-up regarding implementation of the action items.

Doug S.

Verified reviewer

Building Materials

201-500 employees

Used monthly for less than 12 months

Review source

Reviewed March 2025

OnBoard year 1