Ideals Board Portal | Secure & Affordable Board Management System

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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Work in one secure hub

Keep all board materials, policies, and past packs together with access control by board, committee, or person

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Collaborate without email

Directors review, annotate, and sign right in the board management platform – no forwarding, everyone always sees the latest version

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Capture decisions easily

Use AI minutes to draft summaries and turn key points into actions with owners

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Stay compliant, stay ready

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

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

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

What is Ideals Board?

Ideals Board is a verifiably secure and affordable board management software that helps boards and committees plan meetings, share materials securely, and document decisions in one centralized platform.

Why choose Ideals Board over other solutions?

Ideals Board is board of directors software that organizations actually use. It’s verifiably secure (ISO 27001/27701/27017, SOC 2/SOC 3, HIPAA, GDPR), affordable, and designed for every experience level from first-time portal users to established nonprofit and corporate boards.

What support is available?

Our support is available via email and AI powered chat 24/7. You can also visit the Ideals Board help center at any time to browse articles and search for answers.

How do I sign up?

You can start a free trial or request a demo to see how the Ideals Board portal works for your organization. It’s easy to sign up and you don’t need a credit card.

Where is my data stored?

Your data is safe and is stored in highly secure AWS data centers. Ideals Board portal complies with SOC 1/ISAE 3402, SOC 2, SOC 3, PCI DSS Level 1, ISO 9001, ISO 27001, ISO 27017, ISO 27018, HIPAA, and GDPR requirements for board document management. All your files in data centers are encrypted with AES 256-bit.

Is there a mobile app?

Yes! The Ideals Board mobile app makes it easy to manage meetings on-the-go. You can find it on the Apple App Store or Google Play.

Which file types can I work with?

In the Ideals Board document library, you can view PDF and Microsoft Excel, Word, and PowerPoint documents. In the agenda and board book, documents are presented in PDF format. All other file formats can be downloaded for viewing locally.

Who is Ideals Board for?

The platform supports nonprofits, corporations, and advisory boards. It’s a board of directors management software built for administrators, executives, and board members who want a reliable and compliant digital workspace.

Is Ideals Board suitable for online meetings?

Yes. It’s a complete online board meeting software that integrates with video tools like Zoom and Teams. Agendas, votes, and minutes stay linked in one board meeting portal for full transparency.

How does Ideals Board help with governance and compliance?

Ideals Board is a board governance software that keeps every decision, document, and audit trail organized. It ensures board meeting management aligns with your governance policies and regulatory requirements.

The board portal your directors will actually use

G2 Market Leader

Trusted by 2M+ users

ISO 27001, 27701 & 27017

SOC 2 & SOC 3Certified

HIPAACompliant

GDPRCompliant

UpGuard948/950

SecurityScorecard99/100

See how Ideals board management runs the whole meeting lifecycle

Plan the meeting

Work in one secure hub

Collaborate without email

Capture decisions easily

Stay compliant, stay ready

Why boards choose Ideals board management tool

Secure by proof, not by promise

Swiftly adopted by your board of directors

Affordable for every board

Nonprofit-friendly pricing

Faster, better meetings

Integrated tools that save time

Effortless solution trusted worldwide

Everything you need for secure, efficient board management

Meetings & agendas

Documents & access

Collaboration

Compliance & security

Productivity

Adoption & support

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

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

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

Simple, transparent pricing for every board

Ready to simplify your board governance?

FAQs

What is Ideals Board?

Why choose Ideals Board over other solutions?

What support is available?

How do I sign up?

Where is my data stored?

Is there a mobile app?

Which file types can I work with?

Who is Ideals Board for?

Is Ideals Board suitable for online meetings?

How does Ideals Board help with governance and compliance?

ISO 27001,
27701 & 27017

SOC 2 & SOC 3
Certified

HIPAA
Compliant

GDPR
Compliant

UpGuard
948/950

SecurityScorecard
99/100

Effortless solution trusted worldwide