BoardEffect is board management software for nonprofit and volunteer boards, with a secure hub for agendas, minutes, documents, and board books. Members can access materials from any device, comment on or annotate documents, share updates, collaborate in real time, and vote digitally. Boards can build and distribute agendas, while AI Smart Meeting Minutes turns notes and transcripts into minutes and captures decisions and action items. Role-based permissions help control access to sensitive information. Other tools include task tracking, calendar sync, version control, electronic signatures, surveys, and reporting. Mobile apps offer offline access. BoardEffect supports SSO, web services and APIs, pre-packaged integrations, Diligent governance tools, and Google, iCal, and Outlook calendar integrations. Its intended organizations include foundations, healthcare systems, higher education institutions, and credit unions, as well as nonprofit boards. Pricing is available on request. The product page states that 24/7 expert support and onboarding are provided. Diligent lists security and compliance resources for its Boards product, including SOC 2, ISO/IEC 27001, HIPAA, and GDPR. Clients may not provide protected health information unless they purchase the HIPAA-compliant offering in the order form.
Who it is for
BoardEffect suits nonprofit and volunteer boards, including foundations, healthcare systems, higher education institutions, and credit unions. It may fit boards seeking shared meeting materials, digital voting, and mobile access with offline use.
What is good
- Board materials are accessible from any device.
- Supports digital voting and real-time collaboration.
- AI minutes capture decisions and action items.
- Mobile apps include offline access.
- Product page states 24/7 support and onboarding.
What to know first
- Pricing is available on request.
- Protected health information requires the HIPAA-compliant offering in the order form.
Verdict
BoardEffect combines board materials, meeting workflows, and governance tools for mission-driven organizations. Pricing requires a request, and clients need the specified HIPAA-compliant offering before providing protected health information.
BoardEffect plans and pricing
All plansCompared on nonprofit board management software
- Meeting agendas
- Yes
- Minutes management
- Yes
- Board voting
- Yes
- Committee management
- Yes
- Mobile app
- Yes
