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Board I.V.

boardiv.com

From $32.50/mo Free plan WebiOSAndroid
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Spec score 9.1 #2 of 32 in Nonprofit Board Management Software

What it is

Board I.V. brings nonprofit board agendas, packets, minutes, motions, votes, tasks, documents and compliance dates into one place. Agenda items can include documents and owners, while meeting notes can be turned into formal minutes recording motions and vote counts. Digital motions and polls leave a vote record and audit trail; passed motions can become assigned, dated tasks. Compliance reminders cover 990 filing dates, state registrations, board terms, conflict-of-interest disclosures and D&O renewals. It is designed for nonprofit boards, churches, social service agencies, schools, foundations, associations and volunteer-run groups. Members can open agendas, packets and tasks from an email link on a phone without installing software. Board I.V. is available on Android, iOS and web, integrates with Zoom, and allows links from other meeting providers to be added manually. The Free plan covers 1–3 members and 500MB storage. Standard costs $39 per month for up to 15 members and 10GB storage; Professional costs $89 per month for unlimited members and 100GB storage. A 14-day Professional trial requires no credit card; accounts switch to Free unless upgraded.

Spec sheet

What it does
Board I.V. combines nonprofit agendas, packets, minutes, motions, votes, tasks, documents and compliance dates in one workspace.Read 15 Oct 2026 · boardiv.com
Purpose
Board I.V. puts nonprofit board agendas, packets, minutes, motions, votes, tasks, documents and compliance dates in one place.Read 4 Oct 2026 · boardiv.com
Audience
It is designed for nonprofit boards, churches, social service agencies, schools, foundations, associations and volunteer-run groups.Read 4 Oct 2026 · boardiv.com
Trial
The 14-day Professional trial requires no credit card, and the site says accounts switch to the Free tier after the trial unless upgraded.Read 4 Oct 2026 · boardiv.com
Integrations
The site lists Zoom, Microsoft Teams, Microsoft Office, Stripe, Google Drive and Dropbox integrations, with AI-agent MCP integrations on paid tiers.Read 15 Oct 2026 · boardiv.com
Compliance
Its compliance tracking covers 990 filing dates, state registrations, board terms, conflict-of-interest disclosures and D&O renewals with reminders.Read 4 Oct 2026 · boardiv.com
Support
Zoom documentation lists [email protected], Monday–Friday EST coverage and a 24–48 business-hour response target.Read 15 Oct 2026 · boardiv.com
Maker
The homepage identifies Joe Morrison as the builder and says he has spent 40 years in nonprofit boardrooms.Read 15 Oct 2026 · boardiv.com
Access
Board members can access the agenda, packet and tasks from an email link; the site says it works on a phone and requires no software installation.Read 4 Oct 2026 · boardiv.com
Access controls
The site says only invited people can access data and roles control access to financials, evaluations and compliance records.Read 4 Oct 2026 · boardiv.com
Agenda and minutes
Agenda items can carry documents, owners and motions, and notes can be turned into formal minutes with motions and vote counts recorded.Read 4 Oct 2026 · boardiv.com
Agenda builder
Agenda templates support time estimates, presenters and one-click Board Book publication.Read 15 Oct 2026 · boardiv.com
Analytics
Analytics include category breakdowns, period comparisons and financial trend views.Read 15 Oct 2026 · boardiv.com
App-store listing identity
The Apple listing found is Nasdaq Boardvantage, rated 3.4 out of 5 from 54 ratings, and is unrelated to Board I.V.Read 15 Oct 2026 · apps.apple.com
Branding
Standard offers preset themes, while Professional adds custom colors, logos and white-label mode.Read 15 Oct 2026 · boardiv.com
Committees
The platform supports creating committees, appointing chairs and organizing committee members.Read 15 Oct 2026 · boardiv.com
Compliance tracking
Compliance features track Form 990 filings, state registrations, board terms, conflicts, D&O insurance, audits and evaluations.Read 15 Oct 2026 · boardiv.com
Consultant recommendation
Raiser Sharp Consulting recommends Board I.V. for running meetings, organizing documents, assigning tasks and tracking decisions.Read 15 Oct 2026 · raisersharpconsulting.com
Consultant-described benefit
Raiser Sharp presents Board I.V. as a way to reduce nonprofit board chaos and make follow-through visible.Read 15 Oct 2026 · raisersharpconsulting.com
Dashboard
The dashboard shows key metrics, upcoming meetings, financial information and quick actions.Read 15 Oct 2026 · boardiv.com
Data handling
The site says data is encrypted in transit and at rest, scoped to each organization, and not sold or used to train outside models.Read 15 Oct 2026 · boardiv.com
Data protection
The site says data is encrypted in transit and at rest, scoped to the organization, and never sold or used to train outside models.Read 4 Oct 2026 · boardiv.com
Digital voting
Voting supports secret ballots, quorum rules, deadlines, comments and audit trails.Read 15 Oct 2026 · boardiv.com
Document hub
Documents are organized in folders with access controls and sharing functions.Read 15 Oct 2026 · boardiv.com
Financial reporting
Financial tools support budgets, AI generation, budget-versus-actuals analysis, trends and CSV exports.Read 15 Oct 2026 · boardiv.com
Fundraising
Fundraising tools manage campaigns, member commitments, contributions and strategy types.Read 15 Oct 2026 · boardiv.com
G2 listing identity
G2’s 4.4 out of 5 from 323 reviews belongs to Board International’s enterprise planning product, not Board I.V.Read 15 Oct 2026 · g2.com
GetApp listing identity
GetApp’s 4.5 out of 5 from 138 reviews belongs to an enterprise planning product named Board, not Board I.V.Read 15 Oct 2026 · getapp.com
Learning Center
Organizations can share training videos, documents and external resources for member onboarding.Read 15 Oct 2026 · boardiv.com
Limit: compliance requirements
The site says organizations needing SOC 2 attestation, HIPAA business-associate agreements or SSO should choose an enterprise portal.Read 15 Oct 2026 · boardiv.com
Limit: target market
Board I.V. says it is not intended for corporate, public-company or venture-backed boards.Read 15 Oct 2026 · boardiv.com
Meeting scheduler
Meeting tools handle scheduling, RSVPs, structured agendas, AI minutes and Zoom or Microsoft Teams links.Read 15 Oct 2026 · boardiv.com
Member management
Administrators can assign custom roles, control permission visibility and place members on committees.Read 15 Oct 2026 · boardiv.com
Minutes maker
AI can generate minutes, polish notes and produce branded Word documents for download.Read 15 Oct 2026 · boardiv.com
Security claims
The homepage advertises 256-bit SSL, SOC 2 compliance, 99.9% uptime and GDPR readiness.Read 15 Oct 2026 · boardiv.com
Security limits
Board I.V. says it is not intended for organizations that currently require SOC 2 attestation, HIPAA BAAs or SSO.Read 4 Oct 2026 · boardiv.com
Strategic planning
Strategic plans include pillars, goals, milestones and AI document import.Read 15 Oct 2026 · boardiv.com
Task management
Tasks can have owners, priorities and due dates, with automatic completion notifications.Read 15 Oct 2026 · boardiv.com
Team chat
The product provides direct messaging and organization team channels.Read 15 Oct 2026 · boardiv.com
Voting and tasks
Motions and polls have a digital vote record and audit trail, and passed motions can become owned, dated tasks.Read 4 Oct 2026 · boardiv.com
Zoom organization limit
Each Board I.V. organization can have one connected Zoom account.Read 15 Oct 2026 · boardiv.com
Zoom permissions
The Zoom integration requests meeting:write and user:read scopes and does not request recordings, chat or participant data.Read 15 Oct 2026 · boardiv.com
Zoom setup
Zoom connects through Settings and an OAuth popup, then automatically creates meeting links when Zoom is selected.Read 15 Oct 2026 · boardiv.com

Plans and prices

Free — Small board Free $0/month 1–3 members · 500MB storage Read 4 Oct 2026 · boardiv.com
Free — Small board Free Free forever 1–3 members · 500MB storage · basic meetings, agendas, tasks, chat and voting Read 15 Oct 2026 · boardiv.com
Standard — Growing nonprofit $39 a month $39/month Up to 15 members · 10GB storage · extra seats $5/seat/month · agendas, minutes, votes, financial reports and integrations Read 15 Oct 2026 · boardiv.com
Professional — Multi-committee board $89 a month $89/month Unlimited members · 100GB storage · advanced voting, compliance calendar, strategic plans, branding and exports Read 15 Oct 2026 · boardiv.com
Standard — Growing nonprofit (annual) $390 a year $390/year (2 months free) Up to 15 members · 10GB storage · extra seats $5/seat/month Read 15 Oct 2026 · boardiv.com
Professional — Multi-committee board (annual) $890 a year $890/year (2 months free) Unlimited members · 100GB storage · advanced voting, compliance calendar, strategic plans, branding and exports Read 15 Oct 2026 · boardiv.com

Every Board I.V. plan and price →

Strong points and limits

Strong points

  • Agenda items can include documents, owners and motions.
  • Votes have a digital record and audit trail.
  • Passed motions can become owned, dated tasks.
  • Compliance reminders cover filings, board terms and renewals.
  • Phone access works through an email link without installation.

Limits

  • Standard supports up to 15 members.
  • Standard storage is limited to 10GB.
  • The site says it is not intended for organizations requiring SOC 2, HIPAA BAAs or SSO.

Who it suits

Board I.V. is intended for nonprofit and volunteer-run boards that need shared meeting records and compliance reminders. It may suit members who want to access materials from a phone without installing software.

Board I.V. in depth

Read the full write-up

Board I.V. is governance software for nonprofit boards and volunteer-led organizations. It is most compelling for groups that need decisions, follow-up and compliance dates connected to board meetings. Its free tier makes it easy to start, but member and storage caps—and the absence of SOC 2 attestation, HIPAA BAAs and SSO—shape who should stay with it.

Overview

Board I.V. brings agendas, packets, minutes, motions, votes, tasks, documents and compliance dates into a single workspace. That joined-up workflow suits organizations where board work is spread across volunteers: agenda items can carry documents and owners, and meeting notes can become formal minutes with motions and vote counts. Passed motions can turn into dated tasks with owners, helping carry decisions into follow-up rather than leaving them in the minutes.

Board members can open agendas, packets and tasks from an email link on a phone without installing software. That is useful for occasional participants, though organizations should not mistake easy access for enterprise-grade identity controls: Board I.V. says it is not intended for groups requiring SSO, SOC 2 attestation or HIPAA BAAs.

Key features

Meeting records and follow-through

Digital vote records and an audit trail give motions and polls a durable record. Turning passed motions into assigned, dated tasks connects governance decisions with execution; this is a stronger fit for boards that need accountability after meetings than for organizations seeking a general-purpose project management system.

Compliance and access

Reminders cover 990 filing dates, state registrations, board terms, conflict-of-interest disclosures and D&O renewals. That breadth is useful to nonprofits juggling recurring governance obligations. Board I.V. says data is encrypted in transit and at rest, scoped to the organization, and never sold or used to train outside models. Only invited people can access data, with roles controlling access to financials, evaluations and compliance records. Those protections do not meet the stated needs of organizations requiring the named attestations or SSO.

Meetings and support

The service describes Zoom integration; links for Google Meet, Microsoft Teams, Webex or another provider can be added manually. Boards using those services should expect to add meeting links themselves. Board I.V. says a human answers [email protected]. It is built by Joe Morrison, who says he has spent 40 years inside nonprofit boardrooms.

Pricing

The Free plan costs $0/month for 1–3 members and 500MB of storage. It is a practical starting point for a very small board, but the narrow membership and storage allowances make it a poor fit once records or participation grow.

Standard costs $39/month or $390/year, with two months free on annual billing. It supports up to 15 members and 10GB of storage; extra seats cost $5/month. This is the natural step for a growing nonprofit, though the seat charge matters for boards that exceed the included membership.

Professional costs $89/month or $890/year, also with two months free on annual billing. Unlimited members and 100GB of storage suit multi-committee boards or larger organizations that would outgrow Standard's seat cap. The 14-day Professional trial requires no credit card; accounts switch to Free afterward unless upgraded. The trial gives a board a short evaluation window, but its post-trial tier has much tighter capacity.

Platforms

Board I.V. runs on Android, iOS and the web. Phone access through email links and no required installation lowers friction for board members who do not want another app, while the stated platform range covers mobile and browser use.

Who it's for

Its intended audience includes nonprofits, churches, social service agencies, schools, foundations, associations and volunteer-run groups. The strongest fit is an organization that wants meeting records, voting, assigned follow-up and recurring compliance reminders connected, and can work within the chosen tier's member and storage limits. It is not the right choice for an organization that currently requires SOC 2 attestation, HIPAA BAAs or SSO.

Pros and cons

Pro: Agendas, minutes, votes and owned tasks connect decisions with follow-up, rather than treating meeting records as an endpoint.

Pro: Compliance reminders cover several recurring nonprofit obligations, including filings, registrations, terms and renewals.

Pro: Email-link phone access requires no installation, which accommodates occasional board participants.

Con: Free is limited to 1–3 members and 500MB, so even modest growth can require a paid plan.

Con: Standard caps membership at 15, with extra seats at $5/month; larger boards need Professional's $89/month tier.

Con: Organizations requiring SOC 2 attestation, HIPAA BAAs or SSO should rule it out.

Con: Zoom is the described integration; links for other meeting providers must be added manually.

Alternatives

For a broader comparison, see Nonprofit Board Management Software.

BoardSite is worth comparing if a free plan for up to five users and 10 documents is enough, though its free tier allows one vote per month.

Board Management offers a lifetime-free account for up to three members and is an option for a very small board comparing free access.

BoardSpot is a paid alternative with unlimited document storage, unlimited committees and no additional per-user cost on Essentials.

BoardKite has a web-only free plan for three users and a Core plan priced at €39 a month, making it a comparison for groups comfortable with web access and euro-denominated pricing.

Boardable is a paid alternative with an Essentials plan starting at $20.99 /user/mo, billed annually at $251.88.

CivicCA is another paid option, with Professional pricing presented at purchase.

Easy Board offers a Mini plan at $49 a month billed annually, with the first 10 seats included.

BellesBoard is a paid alternative with a $200 a month Essential plan for 501(c)(3)s up to $5M in revenue.

Verdict

Choose Board I.V. if your nonprofit wants meeting decisions, tasks and compliance reminders in one governance workflow, especially when members need simple phone access. Its free plan and clear upgrade path are useful for small groups, but the limited free capacity and the explicit security exclusions make it a poor fit for larger boards with strict identity or compliance requirements.

Verdict

Board I.V. connects meeting records, voting, follow-up and compliance tracking for nonprofit boards. Check its stated security limits and plan member and storage caps before choosing a tier.

Where Specifiction places it

Alternatives to Board I.V.All alternatives →