Boardtrac is an online portal for preparing and running board meetings. Administrators can build agendas from templates or from scratch, attach documents, set access permissions, and assemble and distribute board packs. Meeting workflows include invitations, scheduling, RSVP and attendance management, voting, circular resolutions, and secret ballots. Directors can access stored documents, governance materials, and board communications offline, then reconnect to refresh content. They can also add private notes and highlights to documents they are allowed to view. The portal brings updates, meetings, votes, and documents from multiple boards together when each company has a Boardtrac subscription. It displays PDFs, Office documents converted to PDF, videos, images, and audio. Boardtrac says its servers and customer data remain in Australia, and describes encryption, remote file removal for lost devices, Australian cloud backups, and a failover platform. Listed packages include phone and email support and live training webinars. Pricing is available on request; no free plan is listed.
Who it is for
Boardtrac suits directors and administrators who need to prepare, distribute, and manage board meeting materials and workflows. Its offline access and multi-board view may be useful to directors serving on multiple boards, provided each company subscribes.
What is good
- Agendas can start from templates or from scratch
- Supports voting and circular resolutions
- Documents and communications are available offline
- Private notes and highlights on permitted documents
- Customer data is stated to remain in Australia
What to know first
- Pricing is available on request
- Multiple boards require each company to subscribe
- Mobile apps are listed for iOS only
Verdict
Boardtrac brings meeting preparation, document access, and voting workflows into one portal, including offline access. Prospective customers need to request pricing, and multi-board access depends on each company having a subscription.
Get started with Boardtrac
- Visit the Boardtrac website and enquire about pricing and packages.
- Select a package; listed choices include Silver, Bronze and Gold.
- Arrange consultative setup and administrator training where included in the package.
- Sign a letter of engagement to begin implementation.
- Set up agendas, permissions and board packs, then prepare for the first go-live meeting.
Limits to know first
There is no free plan, and package prices are available on request. Using the multi-board view requires each company to have its own Boardtrac subscription.
Questions about Boardtrac
How much does Boardtrac cost?
Pricing is on request. The listed Silver, Bronze and Gold package prices are not provided.
Is there a free plan?
No free plan is listed.
Which platforms does Boardtrac support?
The listed platforms are iOS, macOS, web and Windows. Mobile apps are listed for iOS only.
Can directors use Boardtrac offline?
Yes. Directors can access stored documents, governance materials and board communications offline, then reconnect to refresh content.
Does Boardtrac support multiple boards?
It can show updates, meetings, votes and documents across multiple boards when each company has a Boardtrac subscription.
Where is Boardtrac data hosted?
Boardtrac says its servers and customer data are located in Australia and customer data is not stored overseas.
Boardtrac plans and pricing
All plansCompared on board portal software
- Free plan
- No
- Mobile apps
- ios_only
- Board book builder
- Yes
- Meeting agendas
- Yes
- Minutes management
- Yes
- Voting and approvals
- Yes
