---
description: Review of BoardEffect Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
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title: BoardEffect | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# BoardEffect

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> 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.&#10;&#10;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.&#10;&#10;BoardEffect's functionality and workflows are designed to support boards in managing their responsibilities, from board meetings and annual meetings to ongoing board development.
> 
> Verdict: Rated **4.4/5** by 127 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.4/5** | 127 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.2/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Diligent
- **Location**: New York, US
- **Founded**: 1998

## Commercial Context

- **Pricing Details**: Full pricing information is available on request.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: Arabic, Brazilian Portuguese, Chinese, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Russian, Spanish, Swedish
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more

## Features

- AI Summarization
- API
- Access Controls/Permissions
- Action Item Tracking
- Activity Dashboard
- Agenda Management
- Alerts/Notifications
- Annotations
- Approval Process Control
- Archiving & Retention
- Attendance Management
- Attendee Management
- Audit Trail
- Automatic Backup
- Calendar Management
- Calendar Sync
- Chat/Messaging
- Client Portal
- Collaboration Tools
- Commenting/Notes

## Integrations (8 total)

- GoTo Meeting
- Microsoft 365
- Microsoft PowerPoint
- Microsoft Word
- Okta
- Salesforce.org Nonprofit Cloud
- Tableau
- ZooM

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)

## Category

- [Board Management Software](https://www.softwareadvice.co.nz/directory/4536/board-management/software)

## Related Categories

- [Meeting Software](https://www.softwareadvice.co.nz/directory/4303/meetings/software)
- [Online Meeting Software](https://www.softwareadvice.co.nz/directory/852/online-meeting/software)
- [Portal Software](https://www.softwareadvice.co.nz/directory/4405/portal/software)
- [Board Management Software](https://www.softwareadvice.co.nz/directory/4536/board-management/software)

## Alternatives

1. [BoardPro](https://www.softwareadvice.co.nz/software/50425/boardpro) — 4.8/5 (822 reviews)
2. [Diligent Boards](https://www.softwareadvice.co.nz/software/50433/diligent-boards) — 4.7/5 (339 reviews)
3. [OnBoard](https://www.softwareadvice.co.nz/software/352019/onboard-voip) — 4.7/5 (1056 reviews)
4. [Knowa](https://www.softwareadvice.co.nz/software/231736/knowa) — 4.9/5 (103 reviews)
5. [Wrike](https://www.softwareadvice.co.nz/software/3777/wrike-pm) — 4.4/5 (2988 reviews)

## Reviews

### "Such a great tool" — 5.0/5

> **Susan Fieldhouse** | *16 September 2018* | Nonprofit Organisation Management | Recommendation rating: 10.0/10
> 
> **Pros**: Supper responsive support team at BoardEffect, fairly intuitive to use, makes the workflow for assembling Board materials so much easier and saves a lot of time.  There are a steady stream of webinars to keep users up to date on the platform, and the BoardEffect team is always happy to get suggestions for improvements.  For any company concerned with security of its Board materials, this is a must-have product.
> 
> **Cons**: I would like to download the agenda pdf with no formatting, so that I can create an annotated agenda for the chair - have not found a way to do that but I am hoping BE will come up with a solution\!
> 
> A joy to use...wish I had been able to use this in my last few EA positions.  I learned about it when I moved to my current association.

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### "New User, But Pleased Overall" — 4.0/5

> **Yvonne** | *2 July 2025* | Nonprofit Organisation Management | Recommendation rating: 9.0/10
> 
> **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.
> 
> 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.

-----

### "Was a good platform, until the change to fully incorporate Diligent" — 2.0/5

> **Bonnie** | *20 January 2026* | Banking | Recommendation rating: 1.0/10
> 
> **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.
> 
> 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.

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### "Love library features\!" — 4.0/5

> **Raegan** | *16 June 2025* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: I love the workroom libraries - they make it so easy for a user to find information from a previous meeting.
> 
> **Cons**: I wish I could have various e-mail templates. My emails for various meetings differ a bit so it isn't convenient to use the current email template in BoardEffect.

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### "A great first year\!" — 4.0/5

> **Ellie** | *8 July 2025* | Nonprofit Organisation Management | Recommendation rating: 8.0/10
> 
> **Pros**: It really is user friendly, easy interface, plenty of storage, and security. It produces professional looking pages and documents and is quick and easy to update and make changes.
> 
> **Cons**: It has been difficult to get my board members to log in and use the interface regularly. I wish you could preview and edit the digest emails in advance of sending them out.
> 
> Very positive, we're looking to continue for a second year with the service. I appreciate the support in set up from Diligent staff too.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/99176/boardeffect)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/voip/boardeffect-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/99176/boardeffect> |
| en-GB | <https://www.softwareadvice.co.uk/software/99176/boardeffect> |
| en-IE | <https://www.softwareadvice.ie/software/99176/boardeffect> |
| en-NZ | <https://www.softwareadvice.co.nz/software/99176/boardeffect> |

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