Ideals Board Review
Ideals Board is the board management platform from Ideals Solutions Group, the same company behind the Ideals Virtual Data Room. It helps boards, committees, and executives manage meetings, documents, and decisions in the central portal, with strong emphasis on usability and security.
This Ideals Board review looks at the product’s core strengths and where it’s best suited.
What is Ideals Board?
Ideals Board is a board management software designed for nonprofits, corporations, and government bodies, offering a secure workspace for meeting management, document collaboration, and voting. Organizations requiring high-level compliance (GDPR, HIPAA, SOC 2) use Ideals because they recognize it for its transparent, all-inclusive pricing model and ease of use.
Contacts
| Name: Ideals Board | Website: idealsboard.com |
| Founded: 2013 | Headquarter: United States |
Best-suited applications for Ideals Board portal
Ideals Board best suits organisations that want one secure place to manage board packs and meeting records with customizable access controls and a reliable audit trail.
- Australian nonprofits and registered charities
- ASX-listed and pre-IPO companies
- Local councils and public-sector bodies
- Hospitals, health networks, and aged-care providers
- Education groups across schools, TAFEs, and universities
- Multi-entity organisations with shared governance
- Committees with recurring reporting cycles.
Ideals Board features overview
Ideals Board software connects the main parts of board work into one secure place. It aims to make meetings easier to plan, run, and follow up.
- End-to-end board governance platform
- Web-based access on all modern browsers
- iOS and Android mobile apps
- Ideals Board integrations of Calendar for Outlook and Google
- Video meeting links for Zoom or Teams
- Works across desktop, tablet, and mobile
- Easy onboarding for new users
- Scheduler for planning board and committee meetings
- Agenda builder with templates
- Board book viewer with live updates
- Meeting minutes editor
- Voting for resolutions and approvals
- Tasks linked to meeting outcomes
- Dashboard with upcoming meetings and key items
- Automatic reminders for members
- ISO 27001, ISO 27701, ISO 27017
- SOC 2, SOC 3
- GDPR, HIPAA compliance
- Single sign-on (SSO)
- Two-factor authentication (2FA)
- Role-based permissions
- Detailed audit trails
- SecurityScorecard 99/100
- UpGuard 948/950
- Documents library for board documents
- Role-based access to sensitive files
- Global search for past agendas and minutes
- Notes and private annotations in board packs
- Real-time updates to documents and meeting packs
- Shared view mode during discussions
- Smooth access through mobile apps
- Integrations that reduce switching between tools
Ideals Board pricing
Ideals Board provides a single annual subscription per user. The same core feature set is available to all customers. Additionally, registered nonprofits receive at least a 20% discount, and larger organisations can negotiate volume savings. The site does not show exact licence numbers, but a sales representative can provide a personalized quote.
In practice, the Ideals Board cost model looks like this:
- Annual subscription, priced per user
- One main plan rather than several tiers
- Minimum 20% discount for nonprofits
- Volume discounts for larger teams
- Free trial plus sales-led proposal
Ideals Board use cases
Most organisations use Ideals Board software to replace multiple tools with a single, auditable platform. Typical use scenarios include the following:
- Recurring board meetings. Run agendas, board packs, and decisions in one workspace for each meeting.
- Committees and sub-committees. Give audit, risk, finance, and other committees a consistent way to handle papers, minutes, and follow-up.
- Remote and hybrid governance. Let directors review documents, add notes, and vote from the Ideals Board app or browser, regardless of location.
- Policy and document management. Keep policies, charters, and past minutes in a single library so board members can find what they need.
- Decisions and follow-up tracking. Link minutes, voting records, and tasks to each meeting so executives can see what was approved and what remains open.
- Multi-entity and group governance. Support several boards or advisory groups while keeping each group’s documents and access separate.
Pros & Cons
When you compare Ideals Board pros and cons against another company’s tools, keep your own constraints in mind. A perceived limitation for one organisation may be acceptable or helpful for another.
| Advantages | Limitations |
| – Precise document control with granular permissions – Clear agenda and board pack workflow – Linked decisions, minutes, and tasks that keep follow-up visible – Strong and quick customer supportIntuitive UI and quick user adoption | – No standardised price list; every deal requires a quote – Focused on board and committee use, less for general project work – Lower volume of public Ideals Board reviews than long-established competitors – Advanced AI features still evolving and fairly new |
Key takeaways
- Ideals Board software is a secure board and committee portal backed by a mature VDR vendor.
- The Ideals Board pricing model is simple: one per-user plan, annual billing, nonprofit, and volume discounts.
- Security certifications and AWS hosting give confidence for regulated sectors.
- The Ideals Board app and browser access support remote and hybrid governance.
- The feature set covers agendas, board packs, votes, minutes, tasks, and document storage in a single Ideals Board portal.
- Organisations should compare Ideals Board alternatives on data residency, analytics depth, and training needs.
- For nonprofits, councils, health services, and education bodies, Ideals Board is a realistic, mid-market option rather than a niche tool.
FAQ
How much does Ideals Board cost in Australia?
The exact Ideals Board cost is not public. The vendor uses a personalized annual per-user model with discounts for nonprofits and larger teams. Australian buyers need a quote based on user numbers and governance structure.
Does Ideals Board offer discounts for Australian nonprofits?
Yes, the vendor advertises a minimum 20% saving for registered nonprofits globally, including Australian charities, using the same secure feature set as commercial customers.
Does Ideals Board support AI-powered minutes and automation?
Recent product updates introduced AI minutes for automatic meeting summaries, alongside existing automated minutes templates, tasks and linked decisions to streamline documentation.
Does Ideals Board integrate with Zoom, Teams, and Outlook?
Yes, Ideals Board integrates with Outlook and Google calendars, and lets directors join meetings through tools like Zoom or Microsoft Teams directly from the agenda or meeting invitations.
Is Ideals Board suitable for councils, education, and healthcare organisations?
Yes, Ideals markets the portal heavily to nonprofits, health services, and public bodies. For example, councils, education, and regulated financial services use case-style content and comparison guides.
