Average Ratings 26 Ratings

Total
ease
features
design
support

Average Ratings 74 Ratings

Total
ease
features
design
support

Description

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. With AI-powered minutes, generate accurate meeting summaries with just one click, ensuring efficiency and precision. Whether for small boards or large, OnBoard empowers directors to make informed decisions and drive better governance. Upgrade your board meetings with OnBoard today!

Description

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Emburse Tallie
Google Drive
Intuit ProSeries Tax
Lacerte
Method:CRM
Microsoft 365
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
QuickBooks Online
Rightworks
SKYLINE
TaxWise
Zoom

Integrations

Microsoft Outlook
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Emburse Tallie
Google Drive
Intuit ProSeries Tax
Lacerte
Method:CRM
Microsoft 365
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
QuickBooks Online
Rightworks
SKYLINE
TaxWise
Zoom

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$20.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OnBoard

Founded

2003

Country

United States

Website

www.onboardmeetings.com/learn-more-board-portal

Vendor Details

Company Name

SmartVault

Founded

2008

Country

United States

Website

smartvault.com/

Product Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Conference

Abstract Management
Attendee Management
Badge Management
Catering Management
Client Management
Registration Management
Social Promotion
Space / Room Setup
Speaker Management
Sponsorship Management
Surveys & Feedback
Ticketing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Alternatives

Alternatives

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