Find anything, fast.
When an auditor, donor, or new board chair asks what was approved and when, you’re not digging through old email.
Board portal software for nonprofits
Meetings, agendas, packets, minutes, votes, and documents in one place your whole board can get to. Not scattered across inboxes and shared drives.
Between meetings, action items stay visible. When someone asks what the board approved and when, it takes seconds to find.
Free trial for your next board meeting.Up to 60 days.No card required.
Built for nonprofit and association boards with active committees and regular meetings. If your board is smaller and simpler, start with our free board portal.

Built for boards that want more than a filing cabinet
Decisions on the record
Who voted, who abstained, and when
Nothing falls through
Action items carry from meeting to meeting
Transparent pricing
No sales calls to see a quote
Everything in one place
Most board tools just hold today’s packet. BoardSite keeps everything connected, so action items don’t get lost, documents stay where people can find them, and nothing important lives only in someone’s email.
When an auditor, donor, or new board chair asks what was approved and when, you’re not digging through old email.
Everything the board has done is already there, so nobody has to forward six months of attachments.
Action items stay visible between meetings, so the next agenda starts with what’s still open.
What you get
Clean digital votes with automatic records. No more reply-all chaos.
02Build the agenda and assemble the packet. Everyone sees the same thing.
03Run board assessments with ready-made templates and clear results.
04Meetings, minutes, votes, documents and decisions, all connected and searchable.
05AdvancedShare meetings, agendas and documents with your community. You choose exactly what’s public, meeting by meeting and document by document.
06AdvancedTurn a recording into a transcript, reviewable minutes, and assigned action items, while the meeting is still fresh.
07Board OSAsk about any meeting you have access to, and get an answer with a link to where it came from.
08Granular role and committee permissions, so finance sees finance and nobody else does. Full log of every change.
The plan ladder
Thursday, September 24 · 6:00 PM
Finance Committee review · due Friday
Policy revision · assigned to Maya
Director orientation · in progress
“The motion carries. Maya will circulate the final policy Friday.”
The portal
$149/mo
C$199/mo
Your whole board, in one place.
Who it’s for: Boards that want one complete portal for meetings, records, members, and committees without ongoing AI.
More than a portal
$299/mo
C$399/mo
Minutes, evaluations, and a public portal.
Who it’s for: Boards that want minutes drafted for them, board evaluations, and the ability to publish meetings and documents publicly.
The board’s assistant
$499/mo
C$669/mo
Ask your board anything.
Who it’s for: Boards with real governance history and an approval chain that want an AI board secretary working across meetings.
Prices shown are monthly equivalents on annual billing. Month-to-month options are available on the full Pricing page.
Your bill never changes because your board did.
Board Health Score
Tell us how your board works. In about five minutes we will show you what’s working, what’s slipping, and which plan fits. No signup required.
Sample score