BoardBookit

Boardbookit has really helped me to centralize my board communication, our documents (financial statements, board packets, reports), attendance taking, poll taking, and more. You are able to easily assign user permissions, organize users into committees, assemble multiple documents into a printable PDF, and more. I especially like that you can deactivate users without deleting them—ideal if your organization has board members that rotate-off when termed-out, but return the subsequent year. The mobile app on iOS is fantastic; even better than the website itself. Our board is always ready and prepared when they come to meetings, thanks to BoardBookit!

I've encountered a few bugs, but every time I write to Boardbookit about them, they correct them or find me a workaround. I don't have any complaints about the software at all.

A common place to store all board documents

Not sure, this is the first type of board software I have used.

Keeps everything in one place, securely. I particularly like that, e.g. access to committee meeting agendas or related documents are automatically restricted to committee members. BoardBookit has good functions for managing meeting agendas, and new ones like votes, polls, and tasks have been added since we started using the product.

There are two functions I would like to see added or adjusted. One is that there is no way to post a link individually or in a group, e.g. to share relevant articles with board members, or to link to a shared Google doc or drive. Links must be added to a document and then posted.

The second is that for ease of management, ability to write notes on, etc., all uploaded/posted documents including Excel files are converted to pdf format. But sometimes I want to securely share other types of files with the board, e.g. financials in a spreadsheet to be manipulated by other committee or board members.

Given the remote nature of my board members, this tool has proved indispensable! They receive alerts, notices, access to all documents and meeting schedules from any device. Storage of historical documents has saved me so much time in not having to respond to one-off requests. Easy to use/learn.

I would like to be able to have tracking in emails sent/opened; ability to edit offline votes; tasks are cumbersome to enter/manage; esignatures are very limiting -ie: I need one approval, and could be any one of three signers, but requiring all three to sign is cumbersome.