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Boardtrac review

#22 of 32 in Board Portal Software

A board portal with strong offline access and device-control features, priced by enquiry.

7.1/10Editor score
Boardtrac7.1 Visit Boardtrac

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Boardtrac is a board portal for directors, board administrators, company secretaries and project teams. It brings together meeting scheduling, invitations, attendance management, agenda creation, board-pack assembly, document libraries, permissions, voting, resolutions, minutes and task assignment. Private annotations and highlights support individual preparation, while online and offline access supports organisations whose board members need documents beyond a continuous connection.

Boardtrac presents Bronze, Silver and Gold subscription packages, with phone and email support listed across the plans. Bronze includes agenda tools, configurable permissions, a document library, voting and resolutions, minutes and tasks, and support. Silver includes the same core areas but describes minutes and tasks or another selected feature, so the scope depends on the chosen package configuration. Gold lists the full set of these features. The published pricing approach uses enquiry forms rather than displayed subscription amounts, making direct discussion part of the buying process. Not-for-profit pricing is also described as available.

Platform coverage includes a web application, Windows and macOS desktop applications, and an iOS app. The standout operational feature is remote purge, which can remove documents and notes from lost devices. Document libraries support group- and document-level permissions, and voting includes circular resolutions and secret ballots. These controls make Boardtrac a fit for boards that value offline working, structured meeting administration and control over locally accessed material. Organisations seeking a board portal with publicly displayed plan prices, broader mobile coverage or a more explicitly defined tier structure should compare alternatives before choosing.

Boardtrac pros and cons

  • Where it wins
    • Board packs, agendas, minutes, voting and tasks in one portal
    • Online and offline access across web, Windows, macOS and iOS
    • Remote purge removes documents and notes from lost devices
  • Where it doesn't
    • Public pricing is not displayed; subscription terms require contacting Boardtrac
    • Mobile app support is limited to iOS
    • Silver includes a selected feature, making tier differences less specific

Boardtrac fact sheet, pricing and score →

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