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Trusted by 2M+ users

ISO 27001,
27701 & 27017
SOC 2 & SOC 3
Certified
HIPAA
Compliant
GDPR
Compliant
UpGuard
948/950
SecurityScorecard
99/100

See how Ideals board management runs the whole meeting lifecycle

From agenda planning to compliance tracking, Ideals Board software simplifies every step of board management in one secure online workspace

Plan the meeting

Build and publish agendas in minutes with templates – and update them without re-sending board packs
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Keep all board materials, policies, and past packs together with access control by board, committee, or person
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Directors review, annotate, and sign right in the board management platform – no forwarding, everyone always sees the latest version
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Use AI minutes to draft summaries and turn key points into actions with owners
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Full audit trail, certifications, and security updates so you can show IT and auditors the platform is safe
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Why boards choose Ideals board management tool

Ideals Board software is trusted by directors, secretaries, and governance professionals looking for reliable board portal software that balances affordability, usability, and security

Secure by proof, not by promise

Centralise meetings, documents, and decisions on a platform backed by ISO 27001/27701/27017, SOC 2/SOC 3, HIPAA and GDPR, plus independent scores you can hand to IT

Swiftly adopted by your board of directors

A clean, intuitive UI that works for every experience level, on any device, so you’re not chasing people before every meeting

Affordable for every board

One simple, annual per-user price. No surprise add-ons. You get the full, secure board portal software, not a limited tier

Nonprofit-friendly pricing

We know nonprofits run on tight budgets but still need enterprise-grade security and compliance. Ideals board management tool offers discounted plans for registered nonprofits, with the full product included

Faster, better meetings

Automated agendas, minutes, RSVPs, and follow-ups can cut prep time by half, so your team can focus on running the board, not formatting packs

Integrated tools that save time

Connect your everyday systems like Zoom, Teams, and calendars with Ideals Board software. Built-in AI summaries and automation reduce manual work, helping every meeting run smoothly

Effortless solution
trusted worldwide

Everything you need for secure, efficient board management

All the board management tools you need from meetings and documents to compliance, collaboration, and support

Meetings & agendas

Scheduler, agenda builder, board book viewer, built-in voting, transcript and AI-powered minutes

Documents & access

Unlimited document storage, granular file permissions, fast global search

Collaboration

Annotations, document requests, e-signature, circular resolutions, and surveys

Compliance & security

Audit log, ISO 27001/27701/27017, SOC 2 / SOC 3, HIPAA, GDPR, 2FA, user and group permissions

Productivity

Calendar and Zoom/Teams integrations, RSVP tracking, automatic quorum, action items and tasks

Adoption & support

SSO, engagement dashboard, board composition report, AI help centre, live human support from day 1

Trusted by boards worldwide

With its logical structure and pleasant interface, Ideals has been very easy and intuitive to use. Its security features provide us confidence in its integrity, which is important.

Benjamin Ergas

Co-CEO

The Ideals team met all of our requirements and needs which helped us to be very efficient. Their support is extraordinary and their system provides us with all necessary tools to effectively follow and monitor processes.

Dejan Jelisavac

Financial Advisor

We were really satisfied with the Ideals product as it was easy to setup and use and provided all of the functionality, user management and security we needed.

Nick Mills

General Manager Finance

Simple, transparent pricing for every board

Discounted nonprofit pricing available
  • One flat annual rate per user
  • No feature gating
  • No hidden fees
  • Enterprise-grade security included
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Ready to simplify your board governance?

Join 175,000+ organisations that run secure, compliant, organised board meetings with Ideals board management tool

FAQs

Whether you’re leading a nonprofit, corporate, or advisory board, this section unpacks how Ideals Board makes board management and compliance simple, secure, and affordable