BoardEffect 2026: Benefits, Features & Pricing

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On this page

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

amit s.

Verified reviewer

Program Development

501-1000 employees

Used daily for free trial

Review source

Reviewed December 2024

Simplifies Board Meetings

It's an effective solution for organizing and streamlining board communications and meetings.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Preparing for board meetings was much easier as I could share documents securely and update agendas in real-time.

Cons:

The app could use a more modern interface, but it’s still functional and reliable.

Julia T.

Verified reviewer

Banking

51-200 employees

Used weekly for more than 2 years

Reviewed July 2025

All In One

Overall, it's a smooth experience. I love the different ways we can use the library, the various department home pages, and the user maintenance interface is very easy. We really just love using BoardEffect for our committees!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One place for all our board volunteers to receive information with the highest level of security that we found when searching for a board platform. I love being able to add links in the library and not just documents. The daily digest is great, too. I love that users can join the meeting from the platform, and access the book in one place online or in the app. The app is great for users, too.

Cons:

Sometimes the user or admin interface is not quite as intuitive as it eventually no doubt will be- they seem to be updating things.

Reasons for choosing BoardEffect

BoardEffect has the highest security in the industry, was the most comprehensive system that met our needs, and being backed by Diligent, we felt it would only get better with time, not lag behind.

Reasons for switching to BoardEffect

SharePoint was glitchy and hard for our volunteers to use. Volunteers typically have no issues with the BoardEffect interface.

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

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

Ease of use

Value for money

Customer support

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.

Verified

Reviewer

Financial Services

51-200 employees

Used weekly for less than 2 years

Reviewed July 2025

Secure and Easy to Use

We converted to BoardEffect a year ago and overall, it's been a great experience. It fills our needs for a secure, easy-to-use platform for board and leadership meeting information, as well as a cloud-based back-up for emergency procedures, and the search functionality has made it much simpler to find previous reports quickly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

BoardEffect is secure and generally easy to use for financial institution Board members and staff. The app is user friendly for tablet use and the web version is great for admins and larger viewing. I really appreciate the meeting packet template functionality and automatic agenda updates when changes are made, as well. In addition, the search function is great when coupled with strong doc naming conventions.

Cons:

When you link to a library doc within a meeting packet, it pulls the whole doc into the packet rather than actually functioning as a link. Generally, we link to docs that are additional resources and longer than we'd like to include in the packet itself, so a page in the packet with the link to that doc would be more useful. The workroom functionality can also get a bit confusing for users who are in multiple groups. Accessing meeting info via the calendar and search helps solve for that though.

Reasons for switching to BoardEffect

BoardPaq was sunset so we had to upgrade to BoardEffect or move to a different system

Michael O.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for less than 6 months

Reviewed July 2025

BoardEffect Saves Me Soooo Much Time!

It has been a lifesaver. Setting up the portal and creating user accounts was easy. Uploading is a breeze, and the collaborative agenda-building feature saves me a lot of time. People no longer have to send me their documents, as they can now upload directly into the agenda themselves.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that it consolidates many disparate functions into a one-stop shop portal. I no longer have to send email polls, use SurveyMonkey for surveys, maintain a current contact list, or distribute bulky board packets via mail or email.

Cons:

I want to be able to create votes within a meeting agenda so that attendees can vote live during the meeting. I would also like to see attendance keeping as part of the Minutes feature, rather than having to take attendance manually within the board agenda. Currently, only Word integrates with the platform. I would also like to see Excel incorporated.

Reasons for choosing BoardEffect

It has all the features we were looking for at a very competitive price. I liked that it was built by and for non-profit organizations.

Ketrina S.

Verified reviewer

Government Administration

201-500 employees

Used monthly for more than 2 years

Reviewed July 2025

BoardEffect Meets our Expectations

Overall, I think that this product meets my expectations. It has saved us a TON of paper, and has the functionalities we desired.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like most is the "Contributor" functionality. I love that I can send out an email to all department heads that contains a link for them to upload their department reports monthly, without giving them full access to the system. This has saved time in many ways! No more downloading the file, saving it to a folder, then uploading it.

Cons:

The 365 integration is not always on par. This creates a time issue where at that point I do need to download the document, which sometimes downloads in PDF format, then trying to edit the document can become a nightmare. I also don't like that it doesn't agree with Grammarly. I use Grammarly daily, and it is especially helpful when going through long Board books. However, if I try to accept the "suggestions" from Grammarly, it simply reverts back to what the text was before.

Reasons for choosing BoardEffect

This was chosen because of the Microsoft 365 functionality, and the "contributor" option.

Yvonne L.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used weekly for less than 12 months

Reviewed July 2025

New User, But Pleased Overall

Overall, BoardEffect is an upgrade from our past software. The users like the platform. Support has been very responsive and polite while quickly solving one issue and a recent use question.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of user experience. Once we have our Trustees logged in, they seem to be able to easily navigate the information.

Cons:

Setting up reports and Board books for the first time was time consuming. There are hidden menus for some of the options I would have liked to have set up during the initial use.

Reasons for choosing BoardEffect

We didn't know of another organization like ours utilizing the Onboard platform.

Reasons for switching to BoardEffect

The product is no longer available and Diligent BoardEffect handled the data transfer.

Julie D.

Verified reviewer

Hospital & Health Care

10000+ employees

Used daily for more than 2 years

Reviewed July 2025

Eh... some benefits, but needs some help.

Not my favorite. I feel like there are multiple other platforms are have a much more integrated approach to boards. Creating board books is challenging and very manual.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Document storage (the library), ability to archive, ability to deactivate members without deleting their information.

Cons:

not very intuitive or user friendly. Cannot easily track terms, reporting never works, dashboard is difficult to navigate and it does not have built in educational support.

Reasons for switching to BoardEffect

To align with the Governance Institute Education opportunities (which they don't partner anymore)

Kirsten R.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used monthly for more than 2 years

Reviewed July 2025

Great user experience

Overall we have been very happy and learning how to utilize BoardEffect for more items about our organization

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User ease both on the back end for admins and front end for Board members. It has been so easy to onboard our new Board members that we even have their training on BoardEffect and have started to utilize it for all sorts of Board members resources.

Cons:

I wish that some of the "add-ons" like mins etc. were built into the standard system as those are standard operating items you need when running a Board meeting

Reasons for choosing BoardEffect

features and cost were a better value at the time of selection

Reasons for switching to BoardEffect

BoardEffect had so many more features that our other platform did not.