---
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 (1055 reviews)
4. [Easy Board](https://www.softwareadvice.co.nz/software/183637/easy-board) — 4.8/5 (80 reviews)
5. [Knowa](https://www.softwareadvice.co.nz/software/231736/knowa) — 4.9/5 (103 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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### "BoardEffect Saves Me Soooo Much Time\!" — 5.0/5

> **Michael** | *9 July 2025* | Nonprofit Organisation Management | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "Eh... some benefits, but needs some help." — 3.0/5

> **Julie** | *8 July 2025* | Hospital & Health Care | Recommendation rating: 4.0/10
> 
> **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.
> 
> 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.

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### "BoardEffect Meets our Expectations" — 5.0/5

> **Ketrina** | *8 July 2025* | Government Administration | Recommendation rating: 8.0/10
> 
> **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.
> 
> Overall, I think that this product meets my expectations. It has saved us a TON of paper, and has the functionalities we desired.

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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.

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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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