--- title: OnBoard Board Management Software Reviews meta\_title: 'OnBoard Board Management Software Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 683 reviews by the users' company size, role or industry to find out how OnBoard Board Management Software works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 683 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- ### OnBoard Board Management Software Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of OnBoard, enhancing efficiency and streamlining board management processes seamlessly. [(88 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168469&qs=pros-and-cons#reviews) Users praise the **exemplary customer support** of OnBoard, appreciating their guidance and responsiveness throughout the process. [(41 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1167929&qs=pros-and-cons#reviews) Users value the **convenience of centralized resources** in OnBoard, enhancing engagement and streamlining board meeting processes. [(40 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168214&qs=pros-and-cons#reviews) Users love the **user-friendly and intuitive group management** feature, enhancing communication and efficiency significantly. [(35 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1169210&qs=pros-and-cons#reviews) Users value the **effortless agenda management** in OnBoard, streamlining meeting preparations and document sharing for board members. [(33 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168779&qs=pros-and-cons#reviews) Users find the **agenda management features lacking** , causing issues with document sharing and member notifications. [(20 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168143&qs=pros-and-cons#reviews) Users find the **limited functionality** of OnBoard frustrating, particularly with communication and document management features. [(17 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168532&qs=pros-and-cons#reviews) Users express frustration over the lack of **email notifications** for RSVPs, impacting their ability to stay organized. [(9 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168267&qs=pros-and-cons#reviews) Users experience challenges with **RSVP management** , finding it cumbersome to track and update responses efficiently. [(8 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168569&qs=pros-and-cons#reviews) Users report difficulties with **document management** , including issues with outdated member information and complicated cancellation processes. [(8 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168431&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of OnBoard Board Management Software ##### 1. Ease of Use Users appreciate the **ease of use** of OnBoard, enhancing efficiency and streamlining board management processes seamlessly. [ See 88 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168469&qs=pros-and-cons#reviews) See Related User Reviews NS Nadine S. Mid-Market (51-1000 emp.) 5.0/5 "Cost-Saving and User-Friendly Board Management Software" What do you like about OnBoard Board Management Software? OnBoard is very user-friendly. I have tried the AI Minutes integration software and love it. It is very helpful when typing up board minutes. It is al ![Erik R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erik R.") ER Erik R. Mid-Market (51-1000 emp.) 5.0/5 "OnBoard Review" What do you like about OnBoard Board Management Software? We had staffing change and needed to reassign the primary administrator for our OnBoard account. It very intuitive and easy to reassign roles and the ##### 2. Customer Support Users praise the **exemplary customer support** of OnBoard, appreciating their guidance and responsiveness throughout the process. [ See 41 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1167929&qs=pros-and-cons#reviews) See Related User Reviews KG Katie G. Mid-Market (51-1000 emp.) 5.0/5 "Working with the best" What do you like about OnBoard Board Management Software? The OnBoard team takes very good care of the customer. From the demo phase to implementation, the OnBoard team keeps you informed of what to expect ne ![Kevin M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin M.") KM Kevin M. Mid-Market (51-1000 emp.) 4.5/5 "A two time user..." What do you like about OnBoard Board Management Software? I like their customer service and quick response time. ##### 3. Board Management Users value the **convenience of centralized resources** in OnBoard, enhancing engagement and streamlining board meeting processes. [ See 40 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168214&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "AMAZING !!" What do you like about OnBoard Board Management Software? I love having everything in one place. It makes life alot easier to have all your files and documents right at your fingertips during board meetings. ![Jake F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jake F.") JF Jake F. Mid-Market (51-1000 emp.) 4.5/5 "Centralized Communication, Easy Admin Management" What do you like about OnBoard Board Management Software? I find OnBoard Board Management Software easy to use, which is great. It's also handy that multiple people can manage at an admin level. I appreciate ##### 4. Features Users love the **user-friendly and intuitive group management** feature, enhancing communication and efficiency significantly. [ See 35 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1169210&qs=pros-and-cons#reviews) See Related User Reviews ![Kathryn M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kathryn M.") KM Kathryn M. 4.0/5 "Streamlined Board Management with Room for Improvement" What do you like about OnBoard Board Management Software? I like the group management feature of OnBoard Board Management Software; it is user-friendly and intuitive. It streamlines communication and provides ![Mitzi O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mitzi O.") MO Mitzi O. Mid-Market (51-1000 emp.) 4.5/5 "User-Friendly Platform with Outstanding Support" What do you like about OnBoard Board Management Software? So far, OnBoard has been very user-friendly for me as an admin, as well as for our Board of Directors and C-Suite team. Working with an implementation ##### 5. Agenda Management Users value the **effortless agenda management** in OnBoard, streamlining meeting preparations and document sharing for board members. [ See 33 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168779&qs=pros-and-cons#reviews) See Related User Reviews NS Nadine S. Mid-Market (51-1000 emp.) 5.0/5 "Cost-Saving and User-Friendly Board Management Software" What do you like about OnBoard Board Management Software? OnBoard is very user-friendly. I have tried the AI Minutes integration software and love it. It is very helpful when typing up board minutes. It is al JB Joseph B. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Board Management with User-Friendly Features" What do you like about OnBoard Board Management Software? I really like the ease of creating and managing meetings. It is so easy for me to create the agenda and build a meeting pack and then get the meeting ### 5 Cons or Disadvantages of OnBoard Board Management Software ##### 1. Agenda Management Users find the **agenda management features lacking** , causing issues with document sharing and member notifications. [ See 20 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168143&qs=pros-and-cons#reviews) See Related User Reviews ![Kevin M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin M.") KM Kevin M. Mid-Market (51-1000 emp.) 4.5/5 "A two time user..." What do you dislike about OnBoard Board Management Software? The glitching when making an agenda - sometimes it moves agenda items out of order. JG Jessica G. Small-Business (50 or fewer emp.) 4.5/5 "OnBoard software is worth it!" What do you dislike about OnBoard Board Management Software? As an admin, we are missing some key RSVP features that would be really helpful. One example is that there is no way for an admin to change a member's ##### 2. Limited Functionality Users find the **limited functionality** of OnBoard frustrating, particularly with communication and document management features. [ See 17 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168532&qs=pros-and-cons#reviews) See Related User Reviews ![Conni K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Conni K.") CK Conni K. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Board Meetings, Easy Setup" What do you dislike about OnBoard Board Management Software? I don't like that there's no option to change or update minutes directly within the software when sending them to the board chair and secretary for ap ![Kim R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kim R.") KR Kim R. Mid-Market (51-1000 emp.) 5.0/5 "You're Still the One" What do you dislike about OnBoard Board Management Software? I am still hoping for this capability: As an administrator, I want the ability to make certain settings permanent so that all meeting creators follow ##### 3. Email Notifications Users express frustration over the lack of **email notifications** for RSVPs, impacting their ability to stay organized. [ See 9 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168267&qs=pros-and-cons#reviews) See Related User Reviews NS Nadine S. Mid-Market (51-1000 emp.) 5.0/5 "Cost-Saving and User-Friendly Board Management Software" What do you dislike about OnBoard Board Management Software? In the past, I’ve had trouble automatically integrating my Teams account and have had to set it up manually instead. I also don’t like that when board ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 0.0/5 "Be careful for what you sign up for." What do you dislike about OnBoard Board Management Software? I have not found OnBoard to be useful for our 501c3 organization. I found myself using email and then OnBoard with my board since it would not attach ##### 4. Board Management Users experience challenges with **RSVP management** , finding it cumbersome to track and update responses efficiently. [ See 8 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168569&qs=pros-and-cons#reviews) See Related User Reviews JB Joseph B. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Board Management with User-Friendly Features" What do you dislike about OnBoard Board Management Software? I wish there were a calendar I could use to manage RSVPs for things beyond meetings, because so often there are other events connected with the board LK Liz K. Small-Business (50 or fewer emp.) 4.5/5 "All-in-One Meeting Solution with Top-Notch Security" What do you dislike about OnBoard Board Management Software? We have not experienced any downsides. Perhaps the video link option. I'm one of the admins, but one of my staff members has the Zoom account we prefe ##### 5. Document Management Users report difficulties with **document management** , including issues with outdated member information and complicated cancellation processes. [ See 8 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168431&qs=pros-and-cons#reviews) See Related User Reviews ![Joel R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joel R.") JR Joel R. 5.0/5 "Effortlessly Manages Board Tasks with Minor Hiccups" What do you dislike about OnBoard Board Management Software? I ran into a few issues with the assessment this year. I originally created it three years ago and then would duplicate it for each new year since it’ ![Stacey C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stacey C.") SC Stacey C. Mid-Market (51-1000 emp.) 5.0/5 "Simplifying your Board Meeting Packets and minimize the time spent creating them" What do you dislike about OnBoard Board Management Software? I still agree with my previous response. The announcement page is lacking.. and it would be nice if there was a feature that could create an unnumbere ![Gopal P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gopal P.") GP Gopal P. Assistant Manager Small-Business (50 or fewer emp.) 7/27/2026 "OnBoard’s Intuitive UI Makes Board Book Prep Fast and Effortless" 5/5 What do you like best about OnBoard Board Management Software? I love how easy OnBoard is to use. I’ve used other board management software, like Diligent, and I genuinely don’t think it comes anywhere close to OnBoard. The ease of uploading materials and adding items is what makes my work feel so quick and straightforward. I also prefer the UI and UX in OnBoard compared with other board management software. For example, when I’m creating an agenda and want to edit an item name, it’s fast and simple in OnBoard. In Diligent, I have to go through 2–3 steps just to change the item name. I believe OnBoard truly stands out from its competitors because of how simple it is to use. I trained a colleague on OnBoard, and she picked it up very quickly, which again shows how user-friendly OnBoard is Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? One minor deterrent while working is that when I’m uploading a lot of materials to a single item in the board book, there isn’t an easy way to upload the materials in the order I want. Instead, I have to click and drag each material into the correct position afterward, which is sometimes time-consuming. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Instead of manually stitching a board book together in Adobe, I can create a board book in seconds with OnBoard. When I’m using Adobe and a material needs to be replaced, I have to stitch the board book together again, which is time-consuming. With OnBoard, replacing materials and publishing the updated agenda and board book only takes seconds. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Kellie M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kellie M.") KM Kellie M. Foundation Financial and Operations Analyst Small-Business (50 or fewer emp.) 9/14/2023 "Intuitive Platform, Great Service" 5/5 What do you like best about OnBoard Board Management Software? OnBoard has been an outstanding board management solution for us, combining powerful functionality with an intuitive, easy‑to‑learn interface that our directors actually enjoy using. It centralizes agendas, board books, voting, minutes, and secure messaging in one place, which has simplified preparation and kept our communication focused and organized. Even board members who are not especially comfortable with technology adopted OnBoard quickly, and they now rely on it as their primary way to access materials, stay informed, and participate fully in board work. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? While there is a survey option that can be used for scheduling, an integration with a tool like Doodle would be an amazing addition to the program! It would be great to have a way to poll for availability on a meeting in the software, and then set the date based on poll results (rather than needing to add dates/times to a survey and then create the meeting once people have responded). Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Board member communication is always a challenge, and getting trustees to use any board management software is a process. The intuitiveness of the OnBoard platform makes it an easy ask of our trustees! Review collected by and hosted on G2.com. Show More 6/16/2026 Current UserValidated ReviewerSource: Organic ![Steve S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steve S.") SS Steve S. Director of Foundation Marketing & Communicaiton Small-Business (50 or fewer emp.) 6/12/2026 "Our board doesn't remember life before OnBoard!" 4.5/5 What do you like best about OnBoard Board Management Software? UI/UX: The board book builder is the thing I'd fight to keep. We used to chase down attachments from a bunch of departments, merge PDFs, then resend the whole packet anytime something changed. Now I build the agenda, attach files to each item, and updates just push out. Saves me most of a day every meeting cycle. Our board members range from very tech savvy to not at all, and even the ones I figured would want paper log in and show up prepared. We don't print packets anymore. Integrations: Zoom integration ended up being bigger than I expected. One link inside the platform, and the Zoom AI summaries have sped up our meeting recaps a lot. Stuff that took days to get out to internal teams and the board now goes out fast. Really helpful for committee meetings where there are a lot of assignments to track. We also turned on the Microsoft 365 integration so Word and Excel docs get edited right in OnBoard and save back automatically, which cut out a lot of download/edit/reupload. Performance: No real complaints. Big board books load fine and it hasn't gone down on a meeting day yet. Pricing/ROI: It's not cheap but it pays for itself in staff time. Add in what we used to spend on printing and it's an easy case. Support/Onboarding: Admin side takes a while to learn, permissions and resources especially. Rolling it out to board members was easy though. AI/Intelligence: We have the Intelligent Assistant turned on for document summaries and asking questions of board materials. Still early for us. Honestly the Zoom meeting summaries through the integration have been the bigger AI win so far. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? The biggest one for me is email control. Even when we have notifications set to not automatically email the board, emails still go out. It's most annoying when we're adjusting meeting times or making agenda changes, because board members get pinged on edits we're not ready to announce yet. I'd like a true "save quietly, notify when I say so" option. Calendar sync is the other gap. Board events don't sync to Outlook, so our board liaison has to maintain a master calendar outside the platform just to keep board events straight. That's exactly the kind of thing the platform should be handling. Smaller stuff: the admin side takes a while to learn, permissions and resources especially. And the file system is pretty limited for non-admin users, so staff who help coordinate meetings but aren't full admins end up routing more through me than they should. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Before OnBoard, everything was printed and put in binders. Getting minutes out ahead of meetings basically never happened. Board members spent the first part of every meeting just catching up on updates and materials, so it took a while before we could get to the actual business of the foundation, the advocacy work, the stuff we needed the board engaged on. Now materials and minutes go out ahead of time, people show up having already read them, and meeting time goes to real board work instead of review. Add in the time staff used to spend assembling and printing binders, and the savings show up on both sides of the table. Honest measure of how well it's worked: we've used it long enough that most of our board doesn't remember what it was like before. And when I sit on other boards that don't have it, I notice. Things just move slower. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jennifer S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer S.") JS Jennifer S. Administrative Assistant to the Superintendent Enterprise (\> 1000 emp.) 6/11/2026 "Easy to Navigate with The Best Onboarding and Help Center" 4.5/5 What do you like best about OnBoard Board Management Software? OnBoard is very easy to navigate, and it’s simple to move between features. The onboarding process was smooth; I was able to complete OnBoard Academy and set up our Board Management System exactly the way I wanted. The help and feedback section is fantastic. Whenever I have a question, I can click on the Help Center and find multiple videos and articles related to the topic. I haven’t used the Calendar or Microsoft integrations yet, so I can’t offer an opinion on those at this time. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? I’m not a fan of how long it takes for changes to appear on the public posting page after we make updates. We’re also having issues with the “posted” and “last updated” time feature on the public page. We were told the original posting date and time would appear at the top of a meeting, along with the most recent date and time the meeting was updated, but this hasn’t been consistent. It has only worked for a couple of meetings, and then after another update, the original posting date and time disappeared. To comply with Indiana Open Door Laws, we added a line at the end of the agenda stating the day the meeting was originally posted. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Our previous system was outdated, and we needed a better way to communicate with our board. The OnBoard App has been a great solution for sending out materials, collecting eSignatures, and even gathering lunch orders through Surveys. The Meeting Book is our board’s favorite feature because it lets them review the agenda and documents from anywhere. Before, it used to take me a whole day after the meeting to read through my notes, watch the recording for accuracy, and complete the minutes. OnBoard has saved me so much time by building the minutes, allowing me to take notes and record votes in the document. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Luke M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luke M.") LM Luke M. Director of Information Technology Small-Business (50 or fewer emp.) 6/10/2026 "OnBoard has hit a home run in simplifying board meeting prep" 5/5 What do you like best about OnBoard Board Management Software? OnBoard has an intuitive user interface that requires little to no training for our nontechnical board members. We love how it is available via browser as well as iOS and Android apps. It has dramatically reduced the effort required by our staff to assemble board materials prior to meetings, with team members able to upload documents pertinent to their portions of the agenda. It has also improved board engagement by providing visibility into board meeting materials as far in advance as possible. It is very useful to be able to share meeting agendas far in advance -- even before meeting materials are avilable, then to publish materials when available. We also love the ability to organize board members into groups and create meetings for those groups -- for subcommittees, for example. OnBoard is by far the most robust and easy-to-use platform for the price among several we evaluated. It is extremely simple to add meeting links for remote attendees for any online meeting platform, and they can easily join meetings directly from within OnBoard. We only needed support during the first few months, and we found the OnBoard support department to be both accessible and responsive. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? I would love to see nonprofit discounts available for the more advanced features such as AI, the advanced minutes builder, and real-time voting. Amazingly, we have only had one technical bug in four years of using OnBoard, and that was resolved within about an hour. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Before OnBoard, we would manually assemble paper packets of board meeting materials which was time consuming. When we discovered an error, we would have to print them all over again. Now, contributors can add their own content to the meeting materials, and mistakes can be corrected the moment they are discovered. Automated notifications inform board members of any updates as they are implemented. Review collected by and hosted on G2.com. Show More Response from Joseph Arcos of OnBoard Board Management... [Editedit](https://www.g2.com/survey_responses/onboard-board-management-software-review-12946087/official_response/edit) Thank you for such a thorough review and for being a loyal customer for four years! Hearing that your team has gone from manually assembling paper packets to having contributors update materials in real time is exactly the kind of progress we love to be a part of. Current UserValidated ReviewerSource: Organic ![Angela R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Angela R.") AR Angela R. Executive Assistant to Chief Executive Officer Small-Business (50 or fewer emp.) 6/10/2026 "User-Friendly Board Meetings with Secure Docs, Great Support, and Strong ROI" 5/5 What do you like best about OnBoard Board Management Software? OnBoard is extremely user-friendly and includes all the key features we need for board meetings, such as the ability to upload the agenda, minutes, and any required documents. It also offers user permissions and helps keep our data secure. They are introducing several AI tools to further assist members during meetings and provide additional insights, and we’re looking forward to seeing what those additions have to offer. It also offers integrations with Microsoft and Zoom for virtual meetings! The provide excellent support and onboarding via their OnBoard Academy for every member whether they are board members or the CEO and executive assistant. The ROI is very worthwhile for the price of our package, and it's overall performance is 5-stars! Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? The new AI suite is an additional add-on cost. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? OnBoard has given our executive team and board a secure way to manage and share documents. We no longer have to email multiple files back and forth or keep sending updated copies. Everything is loaded once and then accessible in the meeting book or on the resource page in OnBoard. It has saved us countless hours that used to go into downloading and printing materials just to keep them on a USB drive or in a physical binder. Review collected by and hosted on G2.com. Show More Response from Joseph Arcos of OnBoard Board Management... [Editedit](https://www.g2.com/survey_responses/onboard-board-management-software-review-12945009/official_response/edit) Thank you so much for the detailed review and the 5-star rating! It's great to hear that your team has moved past the days of emailing files and managing physical binders, and we're excited for you to see what's coming soon with OnBoard's AI features. Current UserValidated ReviewerSource: Organic ![Heather S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Heather S.") HS Heather S. Office Administrator, Webmaster Mid-Market (51-1000 emp.) 6/9/2026 "OnBoard Streamlines Board Management with Secure, Centralized Collaboration" 5/5 What do you like best about OnBoard Board Management Software? I value using OnBoard because it provides a centralized, organized platform that streamlines all aspects of board and committee management. It simplifies agenda creation, document distribution, and minute-taking, ensuring everything is easily accessible in one place. The platform enhances efficiency, supports secure document sharing, and improves communication with board members, ultimately helping maintain strong governance practices and consistent processes. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? While OnBoard is a strong tool overall, there are a couple challenges that can impact efficiency. Document management, particularly with revisions or version tracking, can be a bit cumbersome if not carefully maintained. Additionally, formatting limitations with minutes—can make it harder to achieve a polished, consistent look without extra effort. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? OnBoard streamlines board management by bringing everything into one place, eliminating the need for multiple platforms like Adobe. Board members can easily access materials, make annotations, and stay organized, which saves time and simplifies the entire process. Review collected by and hosted on G2.com. Show More Response from Joseph Arcos of OnBoard Board Management... [Editedit](https://www.g2.com/survey_responses/onboard-board-management-software-review-12941132/official_response/edit) Thank you for taking the time to leave such a thoughtful review. It's great to hear that having agendas, documents, and minutes all in one place has made a real difference for your board and committee work. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Paul W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paul W.") PW Paul W. Corporate Credit Small-Business (50 or fewer emp.) 7/6/2026 "Easy to Adapt—OnBoard Meets Our Credit Approval Needs and is relatively user-friendly." 5/5 What do you like best about OnBoard Board Management Software? We use OnBoard for the Loinette Capital credit approval process even though the system is actually for board meetings. We found it easy to adapt to a different application and all our requirements for a credit system are satisfactorily met by OnBoard. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? I find the AI functions to be intrusive and it would be helpful if these could be suppressed by users who do not want to use them. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Prior to engaging OnBoard the Loinette Capital credit approval process was done via email with a manual tracking and filing process. OnBoard enables us to load approval requests in a secure fashion and it provides a reliable filing system for storing approved transactions which may not be altered once approved. Data integrity is important for Loinette Capital and this is achieved in OnBoard. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Michael N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael N.") MN Michael N. G-1 and COL 06 Mid-Market (51-1000 emp.) 7/27/2026 "More Secure, Faster, and Easier to Use—With Great Paper-Saving Tools" 4.5/5 What do you like best about OnBoard Board Management Software? It is so much better than our old software. It’s more secure, has more useful tools, and is quicker overall. It has substantially reduced the amount of paper we print, which was associated with our previous process, and the tools are easier to use. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? The inability to print directly from the s/w package. of items desired on paper. I do realize the desire to maintain security which to me is paramount. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? I like having the background materials physically distributed along with the meeting minutes. Everyone receives the full package at the same time, which gives me more time to review it. It’s also easier to find specific items when I want to go back and reference them later. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jennifer S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer S.") JS Jennifer S. Executive Assistant to Chief Executive Officer Mid-Market (51-1000 emp.) 5/12/2026 "Efficient and User-Friendly Board Management Solution" 5/5 What do you like best about OnBoard Board Management Software? What I like best about OnBoard Board Management Software is how easy it makes organizing board meetings, agendas, and documents in one secure location. The platform has improved our workflow by reducing time spent emailing files back and forth and ensuring board members always have access to the most current information. The interface is intuitive, meetings run more efficiently, and the annotation and collaboration tools help keep everyone engaged and prepared. The customer support team has also been responsive and helpful whenever questions arise. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? One downside of OnBoard Board Management Software is that some features can take time for new users to fully learn, especially board members who are less familiar with technology. There are also occasional navigation and formatting limitations when working with large packets or documents on mobile devices. While the platform is overall very reliable, improvements to customization options and a more streamlined mobile experience would make it even better. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Before using OnBoard Board Management Software, managing board packets, agendas, and meeting updates through email created version control issues and took significant administrative time. OnBoard has streamlined the entire process by keeping documents, meeting materials, approvals, and communication in one secure platform. This has improved organization, reduced preparation time for meetings, and made it easier for board members to stay informed and engaged. The software has also helped improve efficiency by reducing paper usage and minimizing last-minute document confusion. Review collected by and hosted on G2.com. Show More Response from Joseph Arcos of OnBoard Board Management... [Editedit](https://www.g2.com/survey_responses/onboard-board-management-software-review-12511543/official_response/edit) We're glad OnBoard has helped streamline your meetings and keep everyone aligned. Your points on the mobile experience and onboarding for less tech-savvy members are well noted; these are areas we're actively improving. If you have specific feedback, we'd love to hear it. You can always leave feedback for our Product team using the product feedback section in the ‘Help & Feedback’ section, located in the bottom left-hand corner of the OnBoard app. Thanks for being part of the OnBoard community. 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