Bank Board Portal Software

The Bank Board Portal Software
You’ve Been Looking For!

Board portal software for your Bank, that is simple to use, secure and affordable.

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Simple To Use

Built especially for board members

MyBoardPacket board portal is so easy to use, your board members can be up and running within minutes.  Your administrators are able to upload all of the board packet files in just moments for each new board meeting.


  • SSAE 16 / SOC 2

  • Data Encrypted While Stored and Transmitted

  • OCC Compliant


  • Unlimited users!

  • No limits on usage!

  • A low monthly fee

  • No setup fee or annual contracts



We have been using MyBoardPacket since early 2011 and have been very pleased with the product and the great service. We started using it for Board Meetings and none of our Directors would consider going back to paper. We’ve briefly looked at other similar products but we’re hooked on MyBoardPacket and never want to give it up. I’ve referred it to many other bankers and organizations.
Rod Steiger | Chairman/CEO

Wayne Savings Community Bank


While I don’t recall the exact number of years (possibly 5 – 6 years)  we have been using “MyBoardPacket,” it made a very positive and effective change in communicating with our board of directors through a secure website.  With so much e-mail communication going on today, it can be so easy to forget that you shouldn’t be sending certain information out to board members personal e-mail addresses.  Your worries can go away by using “MyBoardPacket.”  No more copying board packets which can consist of hundreds of pages.  It was easy to get our board members to use,  even those who didn’t consider themselves as being “tech savvy.”   While it is true this was the first experience we had with this type of usage by the corporate secretary and board members, it has and continues to work great for us!
Shirley B. Robinson| Farmers Bank


Bank board portal software that's perfect for distributing your board packets before your meetings.

Very valuable…. board members , auditors and examiners can all see what’s going on at any time. It works.
Dale Schumacher | Tampa Bay Federal


Key Features

  • Securely upload & view Board Packets anytime
  • Supports Multiple File Formats
  • Online Voting
  • Online Discussion
  • Archive all past Board Packets
  • View full board calendar, committee schedules & important dates

No board member training is required …

The intuitively easy user interface allows everyone to get up and running in minutes. is a practical board portal, that allows businesses of all sizes to securely distribute, organize and share critical board room data.

Put Your Board Packet Online Today! has helped hundreds of organizations make the transition to a paperless distribution of board packets, saving them time & money while increasing overall communications and operational efficiencies. We have a long list of happy customers from various industries, such as credit unions, banks, hospitals, non-profits and many more.