Full Features and Capabilities

OnBoard is a useful and simple to use virtual meeting management platform. We did that by consulting with real directors to understand what they need to make board meetings more valuable. Our commitment to adoption and real-world functionality sets OnBoard apart from providers.

Dashboard Master 2020

Complete Director & CEO Features

Govern With Confidence

Zoom Integration

OnBoard directly integrates with Zoom, a singular experience that enables directors and CEOs to meet face-to-face directly within the platform. No need to switch between apps. And its built in security means your meeting details never leave OnBoard.

Engagement Analytics Icon 2

Board Meeting Analytics

Engagement Analytics prepares directors to better engage with board materials before meetings. It provides insight into which agenda sections are receiving the most attention and where stakeholders are making significant notes and annotations.

Chat 2

OnBoard Messenger

OnBoard Messenger allows the board to quickly start individual or group conversations to discuss sensitive board work. Bring the entire committee or the whole board into the conversation from the OnBoard app or any web browser.


D&O Questionnaires

OnBoard sets the standard for end-to-end board governance with a robust and integrated D&O Questionnaire solution that transforms a cumbersome task into a simple, automated, and replicable annual process.


Simple and Intuitive Navagation

This is what makes OnBoard different. It’s board meeting software your board will actually use. It honestly makes directors happy. The whole product was created with the guidance of real board members. That's why directors with limited experience with technology love OnBoard – it was made just for them.



The eSignatures workflow in OnBoard is a fast, streamlined process. Administrators upload the document that needs a signature and directors immediately receive a notification that a signature is pending, and with just one click they sign their name.

Second App

Secure Voting and Approvals

With OnBoard you can govern from anywhere with Voting & Approvals. Use it to amend the annual budget, amend the bylaws, adopt employee benefits, any board actions can be voted on directly within OnBoard.


Synced Notes & Annotations

Your review is aided by built-in annotation tools to mark up your book. You can highlight, draw, or even leave yourself a sticky note. And your notes always stay in sync between devices. OnBoard helps bring your expertise to bear on every board discussion.

Remote Wipe

The Complete Board Book

Let your curiosity run wild. The OnBoard Board Book is the best place to complete a context-rich review. You can tap any report, any section, and instantly start your review. You can even search the book by your annotations.

Meeting Briefs

An intelligent email alerts attendees when they are invited to a meeting, coaching them on next steps and how to better prepare for their meeting.


Pick up where you left off on iPhones, iPads, and Macs. OnBoard can seamlessly transfer exactly what you were working on from one device to another without losing focus on what you’re doing.



If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within OnBoard.


Comprehensive Search

Need to find an old board book? Previous minutes? Or just an old note to jog your memory? Search for it.


Multi-Board Support

Directors often sit on more than a single board. OnBoard allows directors to quickly move between organizations.


Offline Access

Work online or off. When there’s no internet you can still access all your board materials. Once you’re back on wifi, all your work will instantly sync across your devices.

Every Device

Made for Every Device

Read, review, and annotate your board materials and notes as it suits your work-life style. Anywhere, anytime, and on any device: web app, iPhone, iPad, laptop, Kindle Fire, and Windows Surface. You can also easily vote, secure approvals, answer surveys and questionnaires.


The Dashboard

The Dashboard is the personalized homepage for every organization. Quickly examine upcoming meetings, with instant one-touch access to supplementary materials and announcements.

Timed Meetings

Timed Meetings

Set a duration of allowable time for each section of your meetings. When everyone knows the time limitation, your board will be more focused.


Presenter Mode

When guiding a meeting or showing your board materials for others to see, you can easily hide your personal notes and annotations.

Features & Capabilities Overview

Truly useful board management software enables powerful collaboration. We’ve spent years working with real directors to learn how to make board management software that is simple to use but powerful in results. See the core capabilities that make boards happy and focus meetings on results. 

Complete Administrator Features

Save Time. Stay Compliant. Make Your Board Happy.

Minutes Builder

The builder unifies your workflow, enabling you to make minutes directly within OnBoard. Effortlessly make notes, create tasks, track attendance, and mark motions as the meeting progresses.

fastest book builder

Fastest Board Book Builder

The agenda and meeting builder is a drag and drop, every file-type enabled, template powered, cloning capable, document organizing, decision tracking, powerhouse.

Task Management

Manage, organize, and track your most important action-items happening throughout your meeting cycle. 

Public Posting icon

Public Posting

OnBoard Public Posting immediately creates a public URL for public universities, governments, and public institutions to share. It’s a perfect way for public bodies to go above and beyond, provide transparency, and garner the public’s trust.

Resource Folder Promo

Unlimited Resource Folders

The annual report, corporate policies, bylaws, corporate charter, and all your key documents are always one click away. Finding exactly what you need is easier than ever.

Auto Save

Auto Save

Multiple people can collaborate together when the agenda is being created. The board book builds and updates in real-time. Never lose your work. Never over ride a previous version.



If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within OnBoard.


Compliance In Your Control

You have complete flexibility to how your electronic records are stored. Administrators can automatically purge all notes and annotations when board books are archived. Control how your organization handles sensitive data.


Granular Permission Management

Granular access controls allow you to set who has access to board materials and communications. Every item in your board book can be quarantined for those pesky conflicts of interest.


24/7 Support

Unlimited 24/7 support is available, direct from our headquarters in the U.S. You will get immediate help from a team that takes prides in their 100% satisfaction rating.


RSVP & Attendance

Know who has expressed their intent to arrive at your meetings and who attended each meeting. It helps keep you compliant, your meetings organized, and your board meetings running smoothly.

Any Browser support

Board Book Universal Compatability

Don’t worry about compatibility. Create the board book however you best work. OnBoard is compatible with Microsoft Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.

Bulk User

Bulk User Creation

Get your organization up and running in just minutes. Simply import a CSV file and OnBoard will instantly populate all of your end users.

Complete File Support

Complete File Support

Whether your board needs a complex spread sheet, a just to the facts PDF, or a snazzy PowerPoint, you can connect any type of file to your board book.


Surveys and Questionnaires

Create a board evaluation survey, find out member availability, settle on a location for the annual retreat. OnBoard's survey tool lets you collect any information or opinions you need from your board.

Integrity and Transparency

Accreditations and Certifications


OnBoard is SOC 2 Certified, our procedures, controls and security practices have been audited by outside firms with a focus on our availability, security, privacy, and confidentiality.

ISO Cert

ISO 27001

Our world-class security program and infrastructure is ISO 27001 certified, ensuring information assets such as financial data, intellectual property, and employee details are safe and secure.


OnBoard is compliant with the General Data Protection Regulation (GDPR). It’s part of our commitment to protecting the privacy of our customers around the world.

Security Overview

The Gold-Standard in Board Security

Azure Security

OnBoard offers the gold standard in Cloud Security: Microsoft Azure. Delivering full disaster recovery & active geo-replication. It's just part of our security first mindset, so you can be sure your board materials are completely private.


Two-Factor Authentication

With two-factor authentication, your OnBoard account can only be accessed by verifying your identity using a second method, separate from your password.

face ID

Face ID & Touch ID Login Security

The strongest security available! Never worry about forgetting your password. Simply login Touch ID or Face ID on your iOS device.

HIPAA Compliant

We know that healthcare providers experience frustration when selecting and adopting cloud solutions. That's why we've invested heavily into maintaining complete HIPAA Compliance.

SOC 2 Certified

SOC 2 Certified – our procedures, controls and security practices have been audited by outside firms with a focus on our availability, security, privacy, confidentiality.

Complete Encryption

The strongest standard in the board portal industry – our data centers utilize industry leading RSA 4096 bit encryption for data in transit between a user’s device and at rest.

Global Data

Global Data Center

A global array of data centers ensures your data’s security and fidelity while bringing lighting fast speeds for global users and travelers.

Remote Wipe 2

Remote Wipe

Remote Wipe provides a contingency plan for your organization if a board member’s mobile device is lost or stolen. Quickly remove any stored data from the device to further protect your organization’s information.

idle wipe 2

Idle Wipe

As older devices find their way into junk drawers, OnBoard ensures those devices are wiped of sensitive data. When a user goes 90 days without connecting to the internet, the OnBoard app will delete all locally stored information.

A Comprehensive Exploration of the Board Software Market

This guide is here to help you navigate the often-confusing world of board management software. Written for anyone considering board management software for the first time or looking to replace an old and expensive provider.

Topics Covered

Features, Capabilities, & Security

Product Design & Director Adoption

How to Avoid Zombie Providers & Find a Partner

How To Make The Business Case

Ready to Arrive at a Better Board Meeting?

Talk to a Board Management Expert

Live Webinar

Leveraging Your Board in Time of Crisis

Join experts Angela White, JGA and Andy Davis, Boardsource on Thursday, July 16th at 2:00 pm ET for a webinar covering how you can leverage your board’s strengths and enhance your organization’s ability to hear different perspectives to arrive at better solutions.

Task Management

Manage, organize, and track your most important action-items. OnBoard Tasks keeps all of your outstanding and completed work organized on the same platform as your board and leadership work. It helps you stay on top of what’s important while keeping things moving forward.