CharityTracker vs Hyland OnBase
CharityTracker
charitytracker.com
Hyland OnBase
hyland.comSide by side
| Figure | CharityTracker | Hyland OnBase |
|---|---|---|
| Price from | $18/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 6 | 2 |
| Spec score · Case Management Software | 8.8 (#6) | 8.5 (#14) |
| Company legal name | LinkedIn identifies the maker as Simon Solutions Inc., a privately held IT-services company. | The Google Play listing identifies the developer as Hyland Software, Inc. |
| Deployment | TrustRadius lists CharityTracker as SaaS with mobile-web access, global availability and English language support. | OnBase is offered as Hyland Cloud-hosted content services and as an on-premises installation. |
| Documentation | Simon Solutions publishes Basic, Plus and HMIS user guides through its help center. | Hyland publishes extensive component-level installation documentation, but TrustRadius reviewers report outdated documentation and paid training frustrating administrators. |
| Founded | Simon Solutions and CharityTracker were founded in 2006 during Hurricane Katrina relief work in Florence, Alabama. | 1991 |
| Headquarters | Florence, Alabama, United States | Westlake, Ohio, USA |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | Hyland lists prebuilt connectors for Salesforce, SAP, Workday, Microsoft Office, Outlook and Infor, plus screen-level and data-level integration methods. |
| Notable news | Simon Solutions' press page lists February 19, 2026 coverage about Huntsville nonprofits' slow adoption of the CharityTracker network. | Hyland announced OnBase 26.1 in 2026 with stated advances in security, compliance, user experience, automation and administration. |
| Rating on G2 | 4.6 out of 5 from 337 reviews | 4.4 out of 5 from 324 reviews |
| Rating on GetApp | 4.5 out of 5 from 1,063 reviews | 4.3 out of 5 from 79 reviews |
| Rating on TrustRadius | 4.6 out of 10 from 3 reviews | 9.5 out of 10 from 97 reviews and ratings |
| Support | The maker offers help through its FAQ and lists phone support at 1-888-764-0633 and email at [email protected]. | Hyland Premier Care Standard is included as part of a subscription or software maintenance agreement; listed Standard phone support is for S1 issues only. |
| System requirements | The security overview recommends any PC or Mac made within roughly the previous four or five years with internet access and a current browser. | Foundation 26.1 documentation covers Microsoft SQL Server, Oracle and SAP SQL Anywhere databases, Windows operating systems, IIS, .NET, browsers, hardware and virtualization. |
| What it does | CharityTracker is a cloud case-management system for nonprofits and community-service agencies to manage clients, assistance, referrals, notes, outcomes and reporting. | OnBase is an AI-enabled operational content-management system that captures and governs enterprise documents, automates content workflows, and supplies data to business systems. |
Plans
CharityTracker
- Basic$20 a month
- Plus$40 a month
- Pro$60 a month
- Basic$216 a year
- Plus$432 a year
- Pro$648 a year
In their own words
CharityTracker
CharityTracker is case management software that centralizes client documents and helps organizations record services, outcomes, and reporting. It supports case intake, progress tracking, assessments, and reports for funders. Partner agencies can share client requests, alerts, bulletins, and referrals through a network; a network administrator must approve an agency before access is granted. The maker lists community nonprofits, churches, hospitals and healthcare, human services, social work, domestic violence, disaster recovery, and other community-serving organizations among those it serves. Basic costs $20 per user per month and includes case management, reports, area-wide bulletins, and daily backup. Plus adds barcode scanning, client IDs, digital signature capture, file uploads, requests and referrals, and outcome tracking. Pro adds kiosk or remote intake, SMS broadcasts, appointments and scheduling, customizable assessments, changes-over-time reports, and an API. A 14-day trial is available without a credit card. The maker describes CharityTracker as HIPAA-compliant and says its hosting is provided by Amazon Web Services; each staff member or volunteer needs a unique login. It is available on the web and through an API.
Hyland OnBase
Hyland OnBase is an operational content management product for capturing and governing enterprise documents, automating content-centered workflows, and feeding data to business systems. Automated capture classifies and verifies business data from multiple sources. Configurable workflows, forms, and rules route documents and manage exceptions, while case management can cover documents, emails, tasks, approvals, compliance, and verifications. OnBase also supports secure document retention and destruction through the records lifecycle. Listed controls include OCR, version history, granular access control, audit logs, rule-based classification, legal holds, and disposition workflows. Reporting includes interactive dashboards and audit trails. Hyland says its solutions connect with more than 500 unique applications. Deployment options include on-premises and hosted configurations, and OnBase Mobile is accessed through the Hyland Mobile app for iOS and Android. Pricing is on request; the Base subscription is listed for 100 named users, without a price. A free plan is also listed. Hyland is headquartered in Westlake, Ohio, and was founded in 1991.