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Truly Easy, Mobile and Secure Board Portal Software

Boards operate in three distinct interdependent overlapping cycles: the Meeting Cycle, Annual Board Cycle and Board Development Cycle.

We offer the board portal tools you need for managing these cycles from the most basic features of online board books and event scheduling to the more robust like collaboration tools and reporting.

Features include:

  • Online Board Books
  • Event Scheduling
  • Surveys
  • Collaboration Tools
  • Reporting
  • And more!

Sign up to learn how BoardEffect can help streamline and improve your board governance, no matter your size or complexity!


Board governance is oriented around a regular meeting cycle that can be quarterly, bi-monthly, monthly, or sporadic in its timing. BoardEffect’s board portal software helps you prepare for and hold the meeting as well as manage follow-up and follow through activities post meeting.

  • Online board books
  • Scheduling
  • Approvals
  • Tasks
  • Archives
Learn More!


A large number of boards’ responsibilities are annual in nature and carried-out over the course of a yearly cycle. From policy & compliance, budget & audit, appointments and elections, to work plans and evaluations, BoardEffect supports your annual strategic responsibilities simply and elegantly.

  • Surveys
  • Board policy handbooks
  • New member orientation tools
Learn More!


Boards typically proceed through a development and engagement cycle, lasting (on average) 3-5 years. This tracks with the length of a single board member’s term, and ensures the board’s sustainability and continuity over time. Easily manage recruitment, nominations, on-boarding, and board education with BoardEffect to cultivate a high-performing board.

  • Ad hoc groups
  • Collaboration tools
  • Board education
  • Profiles
Learn More!


Unlimited Storage

No restrictions on the amount of files you can keep within the platform. Store as many as you like without limitation on file size or volume

Granular security and control

BoardEffect allows you to manage settings and control the level of access that meets your organization’s objectives because we know you want to control how you experience technology.

Intuitive Mobile Experience

BoardEffect offers a strong platform for the mobile experience, which we are constantly evolving in order to provide you the easiest, most secure access to your information from your preferred device.

“When looking for a board portal we reviewed several in the industry. BoardEffect met our functionality requirements equal to each of their competitors. Based on the function and price comparison BoardEffect was easily seen as the best solution. We have been pleased with our implementation and our ongoing support by BoardEffect. BoardEffect has a wide install base that gives them the experience to guide implementation decisions for best practice with their portal.”

Joyce Miller Evans

Vice President, Chief Information Officer, Ohio Presbyterian Retirement Services

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