Switching from BoardPaq? Why consider Aprio | Aprio
Switching from BoardPaq to Aprio: what you need to know

Switching from BoardPaq: why consider the Aprio board portal

Are you a current user of BoardPaq who needs to migrate to another board portal because Dilgent is sunsetting your board portal platform?

Change is never easy, but consider this silver lining: this transition period is an excellent opportunity to evaluate your board’s evolving needs and which board portal vendor is your best fit for ease of migration. In this guide, we compare the Aprio board portal to your current board portal, BoardPaq.

But first, why not just switch to one of Diligent’s board portals?

While both Aprio and BoardEffect offer an easy-to-use board portal, Aprio stands out with its robust security and highly supported onboarding experience, including unlimited training.

With Aprio, all features are included in your subscription, along with making any number of your user licenses administrative at no additional cost. Aprio’s highly reviewed board technology is easy to use and paired with 24/7 unmatched service from former board administrators. All this comes with your subscription, so there are no surprise add-on fees.

See this in-depth board software comparison of Aprio vs Board Effect.

“We wanted to find a board portal solution that offered the right amount of features without being too complicated or high-cost, with customer service we could count on. We chose Aprio because it had the right functionality for the right price, and offered our board members personal customer service.” – Claudia Ferris, St. George’s Board Secretary and Governance Consultant.

Upgrade your board experience: How Aprio compares to BoardPaq

Aprio and BoardPaq cloud-based board portals do similar things – they enable board administrators to organize meetings, distribute board packets and board documents securely as well as engage directors and keep them up to date. But there are several advantages when switching from BoardPaq to Aprio.


Aprio BoardPaq
Easy-to-use interface

Customer reviews of Aprio’s board portal indicate how easy it is for board members to log in and get started from day one. With Aprio’s intuitive navigation, board members can easily find files, links, and everything else they need. Some customer reviews of BoardPaq indicate the user interface was frustrating to use and inflexible.

Yes Yes
Industry-leading security

Aprio provides the most robust encryption for complete security, with third-party certifications, two-factor authentication and single sign on to keep board and company information secure. BoardPaq also provided good security for its users.

Yes Yes
Seamless onboarding

From day one, Aprio helps every customer set up their board meeting software. You’ll work directly with experienced board portal administrators to help make setup a breeze. Get one-on-one director training to ensure this transition you didn’t ask for is as smooth as it can be.

Yes No
Expert support & training

Unlike some online board portal solutions on the market, Aprio offers responsive, expert help from former board administrators who know firsthand the stresses and urgency of board meeting management and communication. You’ll continue to get 24/7 help whenever you need it.

Yes Yes
Board packet creation
While both platforms offer Agenda Builder features to streamline preparing board packages, Aprio offers more time-saving capabilities such as templates or uploading folders with multiple documents to automate meeting agenda creation. Customer reviews of BoardPaq indicated it can be convoluted to create a board book and then archive it in the platform with having to upload one document at a time.
Yes Yes
Calendar view

While both platforms provide a calendar to help board members and admins see all current and upcoming meetings, customer reviews of BoardPaq indicated the calendar view is limited. With Aprio, meeting scheduling is a breeze.  Admins can add new meetings right from the Calendar view including recurring meetings and remote meeting options. Plus, easily view meetings by groups such as full board meetings and committees.

Yes Limited
Virtual meeting readiness

Easily add Zoom, Webex, or GoToMeeting video conferencing to your meetings, which board members can join in just one click.

Yes No
Complete reporting & archiving

Aprio provides nine standard reports to track board activity including attendance, login behaviour, groups, and audit reporting. Aprio provides an accurate audit trail of key compliance actions and dates to make regulatory reporting easy. BoardPaq allowed you to manually create custom reports.

Yes No

BoardPaq vs. Aprio: Key features and differences for a seamless switch

The good news is that Aprio and BoardPaq offer similar board management features including:

  • One central library for secure document storage for all board materials and documents
  • Digital board meeting package creation and distribution including an Agenda Builder
  • Meeting minute builder to draft meeting minutes faster
  • Collaboration tools like chat, surveys and polls to improve board engagement and decision making
  • Directory of board members and committees or other sub-groups
  • Task management tools to help board members stay on top of action items
  • News and announcements to keep board members up to date
  • E-signatures and annotations to facilitate decision making
  • Mobile apps for any device to support work from anywhere

Migrating to Aprio’s board portal means you can expect a few more advanced board management tools as well as a better user experience. With unlimited training, you can scale at your own pace.

For example, Aprio includes remote meeting integrations and advanced reporting. And while both platforms offer time-saving features for board administrators including Agenda Builder and Minute Builder, customer reviews indicated admin features of BoardPaq could be cumbersome to use.

That’s not the case with Aprio. Customer reviews indicate our software is simple and straightforward to learn for admins, executives and board members – even the less tech-savvy ones.

“It is a very easy to use board portal with great features. The integration process ran smoothly and I was surprised how little effort our team had to put in.” – Jessica Vasquez, Executive Assistant at Avenir Financial

Aprio board portal software Board management software that's easy to use and works the way a board really works. See how Aprio's board management software can help your board.

Switching from BoardPaq to Aprio: what you need to know

Superior expert service you can count on

Not all board portals offer the same caliber of responsive service, personalized training or onboarding support. Because a board portal is used by some of the most influential and time-starved people in your organization, it is paramount that product support is highly professional and useful.

BoardPaq offered 24/7 customer service support available via phone or email, as well as webinar training for directors and admins and detailed product guides.

With Aprio, all of our customers get unmatched expert service including a seamless onboarding process. Unlike other board portals such as Diligent, with Aprio you won’t deal with hard-to-reach call centers or AI chatbots for help, and you won’t have to configure your board portal on your own.

When you work with Aprio, we help you every step of the way. You’ll get personalized support from a former board administrator who knows firsthand the stresses and urgencies of boards—24/7, 365 days a year. We’re proud to continue our track record of excellence in customer support and training, achieving a 95% customer loyalty rate.

Learn more about what to expect when you migrate your current board portal to Aprio.

Transparent and all-inclusive pricing

Aprio believes that good governance should be simple. We offer a premium product in a “you get what you pay for” market, that is as intuitive as it is robust. We offer the ability to hide features and scale your software at a pace that works for your board.

Aprio’s subscription includes 12 user licenses – any number of which can be administrators — and unlimited committees at no extra cost. Our pricing includes initial one-on-one training for administrators and directors, and any ongoing training you may need to set your board up for success.

Our pricing model ensures you won’t pay for more users than you need. And we offer all of the premium tools and features you need to better manage your board: a library of current and past board materials, minutes builder, agenda builder, calendars, annotations, audit reports, decision tracking, desktop and remote access, attendance reports, and much more – with access to both desktop and mobile applications. If you wish to simplify your portal, you can hide the extra features you won’t use right now. Unhide them and set up training so that you can scale at no extra cost when it works for you.

We have a special pricing offer to help BoardPaq users ease through this transition. Request a quote if you’d like to learn more.

see why Aprio is the #1 online board portal

Discover the benefits of switching from BoardPaq to Aprio board portal

Aprio stands out in the industry for providing unmatched expert service and an easy-to-use, secure board portal that works the way a board works. We have you covered no matter what. In addition to a seamless onboarding experience, you get top-level industry-standard security, unlimited training and support, along with the best customer loyalty and service satisfaction in the industry.

Evaluating Aprio board management software and making the switch in a few weeks is possible! Every day, we help many customers like you to lighten the work of getting ready for meetings by providing easy-to-use technology and expert support and technology to directors.

We’re happy to help assess your needs and the fit with Aprio. Take the first step – talk with us.

See how Aprio compares:

Disclaimer: The information presented in this blog is current as of May 15, 2024, and is accurate to the best of our knowledge. Our insights are derived from publicly available sources, such as product review websites, as well as direct conversations with customers. This information is intended to provide a general comparison and may not reflect the most recent updates or changes in the products mentioned.

See the Aprio difference.

We’re happy to help assess your needs and the fit with Aprio. Take the first step.

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