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. Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings. 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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
ATX No 
CCH Axcess Tax No 
Docusign No 
Drake Tax No 
Emburse SpringAhead No 
Emburse Tallie No 
FileThis No 
Lacerte No 
Method:CRM No 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
QuickBooks Online No 
Salesforce No 
TaxCalc No 
TaxWise No 
Xero No 
Zoom Yes 

Integrations

Microsoft Outlook Yes 
ATX Yes 
CCH Axcess Tax Yes 
Docusign Yes 
Drake Tax Yes 
Emburse SpringAhead Yes 
Emburse Tallie Yes 
FileThis Yes 
Lacerte Yes 
Method:CRM Yes 
Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 
QuickBooks Online Yes 
Salesforce Yes 
TaxCalc Yes 
TaxWise Yes 
Xero Yes 
Zoom No 

Pricing Details

OnBoard transforms outdated, cumbersome board meeting processes, enabling boards to focus on strategy and high-level decision-making. Trusted by over 6,000 boards, OnBoard enhances governance with its user-friendly, secure, and efficient solutions. Explore OnBoard with a free, non-commitment trial and experience how it streamlines board operations. Contact us for detailed pricing information and discover why OnBoard is the preferred choice for modern, effective board management.
Free Trial Yes 
Free Version No 

Pricing Details

$20.00/month/user
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.smartvault.com%2Fpricing%2F
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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

Collaboration

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

Conference

Abstract Management No 
Attendee Management Yes 
Badge Management No 
Catering Management No 
Client Management No 
Registration Management Yes 
Social Promotion No 
Space / Room Setup No 
Speaker Management Yes 
Sponsorship Management No 
Surveys & Feedback Yes 
Ticketing No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

File Sharing

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

Internal Communications

App Integration Yes 
Blogs No 
Chat/Messaging Yes 
Email Management No 
Employee Directory Yes 
Event Calendar Yes 
Newsletter Management No 
Photo Gallery No 
Social Sharing No 
Survey Management Yes 
Telephony No 
Video Chat Yes 
Voice Chat Yes 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Meeting

Action Item Tracking Yes 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings Yes 
Internal Meetings Yes 
Invitation Management Yes 
Legislative Meetings Yes 
Materials Management Yes 
Meeting Feedback Yes 
Meeting Preparation Tools Yes 
Meeting Room Booking No 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management Yes 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging No 
Collaboration No 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization No 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management Yes 
File Sharing Yes 
Search Yes 

Alternatives

Alternatives

ShareFile Reviews

ShareFile

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