Simplify meeting management with BoardMax Portal 

More productive boards with less admin

BoardMax Portal centralizes meetings, documents and activities so boards can be productive, engaged and effective. Assemble, organize and update information and meeting packets easier. All information can be retrieved securely online at any time via computer, tablet or mobile device for convenient accessibility on-the-go.

Meeting management meeting

Streamlined meeting management

Meeting management doesn’t have to be a chore. BoardMax Portal has a central, organizational calendar that simplifies meeting planning.

Build and edit custom email templates for invites, and sync meetings to members’ personal calendars. Interactive meeting agendas and packets can be created in minutes, and shared instantaneously with board members. Reference uploaded meeting information quickly with our search tool.

Built-in functionality can send automated meeting reminders, and track RSVPs and attendance.

Document management storage

Centralized document storage

Eliminate cumbersome, costly board packets. With BoardMax Portal, all meeting materials and organizational documentation are logically organized and universally accessible to board, committee and staff members.

Board-related documents, from board books to bylaws, can be managed in a centralized location and stored securely in the cloud. As a result, key information is always safe, easy to find and available. Advanced search functionality lets you quickly find the information you need, when you need it. Search within your account and files by keyword, date range or category. 

Built-in securities and permissions designate access levels for staff and board members. Search results are even limited to a user’s role and permissions.

Store past meeting information, 990s, conflict of interest policies and independent director requirements to reinforce good governance and ensure compliance with IRS requirements, accreditation bodies and fiscal audits.

Universal experience devices

A universal experience across devices

Beyond the packet and beyond the boardroom, BoardMax Portal puts materials and information at your board’s fingertips. Board and committee members have easy access to board books, meeting documents, minutes and more, anywhere and from any device.