Board Meeting Portals Made Simple


MyBoardPacket is the most straightforward, affordable, and secure solution for Board meeting portals on the market.

Contact us today to schedule a demo or request pricing information.


  • Secure Distribution Platform
  • SOC 2
  • Two Step Authentication
  • High-grade Encryption
  • Gramm-Leach-Bliley Act
  • OCC Banking
  • HIPAA Compliant

Simple to Use

Built especially for board members

MyBoardPacket board portal is so easy to use, your board members can be up and running in minutes without the need for training. And your administrators can easily upload all of the board packet files in just moments for each board meeting.

MyBoardPacket is the third board portal I have worked with, and it is by far the easiest and most intuitive board portal yet.


MyBoardPacket does not require annual contracts or charge fees for setup, support or training!

Unlimited users

No limits on usage

A low monthly fee

Features Include



Conduct official votes and polls easily via web browser or iPad App. Settings allow you to select who is authorized to create new votes and view the results.

RSVP & Attendance

Invite attendees to RSVP to meetings. See who has responded, and how they've responded. Send reminders. You can also take attendance at the meeting to keep for your official records.

iPad App

Board members can review their Board Packet directly on an iPad. Ditch all the paper at the board meeting. The MyBoardPacket iPad App allows you to annotate your copy of the meeting documents.

Complete Packet

Automatic single file complete board packet generated. Your board meeting packet can be easily compiled into a single packet PDF with Table of Contents and index to simplify the board member's experience.


Let me start out by saying that my board & I LOVE the “my board packet” system! It is the best thing we’ve done to make our meetings more efficient and it has saved me a ton of time by not having to organize, print and distribute board packets.

Brenda S. Lippens

President/CEO, Delta County Credit Union

Tampa Bay Federal has used the services of for a number of years now. Our Board of Directors finds it very valuable. We have given access to our external audit firm and our lead NCUA examiner. They can see what’s going on at Tampa Bay Federal at any time. It works.

Dale Schumacher

President/CEO, Tampa Bay Federal Credit Union

Our Board meetings have never been so productive. Thanks to MyBoardPacket, our Board has an additional communication channel that they can access at their own time to review Board files prior to attending the Board meeting.

Linda Robinson

President/CEO, West One Federal Credit Union

I just want to say that we have been very happy with It is a tremendous tool for us.

Tom Pinnow

President, County City Credit Union (Jefferson, WI)

We have used MyBoardPacket for just over a year now and have found the program to be very easy to use and a big time saver for us.

Matt Kaubris

CEO, Oxford FCU

We have found so many uses for the product that it is amazing sometimes.

Cris Wescott

Vice President of Finance & Administration, Synergent

MyBoardPacket is great! It saves so much time and paper and is much more convenient for our Board members to use. They still get the information ahead of time and then they just bring their iPads with them to the meeting. It allows me to add information up to the day of the Board meeting instead of having to personally deliver packets. Also, anytime I have had a question, they have been very quick to respond and resolve it for me.

Susan Smith

Senior Executive Assistant, LewisGale Hospital Montgomery / HCA

My board members love their web site. All their reports are posted at least a week ahead of the meeting and it gives them the ability to review at their leisure even if they are out of town on vacation etc. It also gives the credit union the ability to have folders exclusively for the other committees such as Supervisory and Credit Committees. We also post all of the director’s policies as well as the credit unions business policies so that they can review any changes or if they are asked questions they know where to go to get the answers. The discussion and voting sections allow our board members to openly discuss items within the secured website before they vote.

Grant Sheehan

CEO, Miami Firefighters FCU

MyBoardPacket is the third board portal I have worked with, and it is by far the easiest and most intuitive board portal yet.