Platform • Board Management

Board governance,
built for nonprofits.

One hub for board members, committees, meetings, documents, votes, COI compliance, and tasks—plus a simpler portal for board members outside the admin desk.

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14-day free trial. No card.

Terms & roles COI compliance Votes & quorum Board portal
Board roster
Committees
Meetings
COI & votes

MOST BOARD TOOLS ARE

Scattered.
You need one governance hub.

Spreadsheets for terms. Email for packets. A separate tool for votes. Another folder for COI forms. HelpOne Board keeps roster, committees, meetings, documents, votes, compliance, and tasks in one admin workspace—with a cleaner portal for members.

TERM & ROLE CLARITY

Primary role, term dates, consecutive terms, term limits, and portal access—on every member record.

COMPLIANCE THAT STICKS

COI disclosures with submitted/expiration dates, status filters, questionnaire answers, and signatures.

MEETINGS → ACTION

Agendas, attendees, documents, and open tasks tied to the committees and meetings that own them.

VOTES WITH TRACKING

Open, scheduled, and closed votes with quorum, thresholds, cast status, and portal participation.

Core features. Pure governance.

Admin modules your board office actually uses—screenshots below show the real HelpOne Board product UI.

Board roster

Filter Show All / Active / Term Ending Soon / Prospective. Track Board Member Y/N, status, primary role (+ Other), terms, limits, portal access, position, bio, and a Board Member badge by photo.

Committees

Multi-select committees with descriptions, chairs, cadence, seats, term length, members, meetings, documents, and open tasks in one view.

Meetings

Upcoming, past, and draft meetings with agenda items, presenters, duration, attendance, documents, and minutes tabs.

Documents

Board and committee packets with versions, approvals, access groups, review dates, and status from draft to approved.

Votes

Approval votes linked to committees and meetings—quorum, thresholds, eligible voters, cast/pending status, and results.

Compliance & tasks

COI current/expired/missing filters, +1yr expiration, answers & signatures. Tasks with priority, assignees, and links to committees/meetings.

Admin modules

Board Committees Meetings Documents Votes Compliance Tasks

Plus MENU and SUPPORT in the admin nav—same pattern as the live product.

Committees

Chairs, seats, and members in one place.

Create committees, set cadence and authorized seats, assign chairs and members, and see upcoming meetings and open tasks without leaving the record.

  • Active / inactive filters with search and sort
  • Members tab with roles and term end dates
  • Linked meetings, documents, and tasks
Board member list with term tags beside a member record
Terms, roles and committees for every director.
Board meeting record with date, time, organizer and purpose
Schedule meetings with agenda, location and calendar links.

Meetings

Agendas, attendees, and follow-through.

Schedule board and committee meetings, build agenda order with presenters and duration, track attendance, and keep documents and minutes attached to the meeting.

  • Upcoming / past / draft filters
  • Location or video link on every meeting
  • Open actions counted on the meeting summary

Documents

Packets with versions and approvals.

Store governance documents tied to committees and meetings. Upload versions, request approvals, manage access groups, and track review dates—without a separate file dump.

  • Recent / Board / Committee filters
  • Draft, under review, and approved statuses
  • Version history with uploaders and dates
Board document record with version history table
Policies and board packets with versions and review dates.
Board vote with a results bar and a ballot table
Votes with quorum and results, live.

Votes

Motions with quorum and clear results.

Run approval votes linked to the right committee and meeting. Set open/close windows, thresholds, eligible voters, and see yes / no / abstain with cast vs pending status—including portal casts.

  • Open / scheduled / closed filters
  • Participation rates and closing dates
  • Results, voters, documents, and activity tabs

Compliance

COI disclosures you can actually audit.

Track conflict-of-interest disclosures per board member—submitted date, expiration (+1 year), reviewed-by, questionnaire answers, and signature details. Filter Current, Expired, or Missing in one glance.

  • Status badges on the member list
  • Disclosure answers with edit history
  • Mark reviewed / add disclosure workflows
HelpOne Board Compliance module with COI disclosures and answers
Real product UI — Compliance (COI) module
Board task record with priority, assignee, due date and subtasks
Action items with owners, due dates and progress notes.

Tasks

Action items owned after the meeting.

Assign board work with priority, due dates, and status. Link tasks to committees and meetings so follow-ups do not vanish into email threads.

  • Open / overdue / completed filters
  • Assign to board members with priority levels
  • Related committee and meeting fields

External Board Portal

A simpler menu for board members.

Admins get the full Board suite. Portal users get a focused member experience—so directors can find meetings, packets, votes, and their own tasks without the admin complexity.

Portal menu:

Home Meetings Documents Votes My Tasks My Profile
Portal access controlled per member
Skills, COI, and portal activity on the record
Board Member badge beside photo

Screenshots on this page are from the admin Board product UI—not a mock.

Who It's For

Faith Communities Schools & Youth Groups Animal Rescues Arts & Culture Organizations Community Groups Environmental Causes

A page for each module

More detail, more screenshots. All of it is in the one plan.

FUTURE-PROOF FROM DAY ONE

Even if you don't need every module today,
you're still ready for tomorrow.

Start with only what you need. Simply hide the rest – they disappear from your dashboard.

Your clean dashboard today
🏛️
Board Mgmt
ACTIVE
👥
Volunteer Mgmt
ACTIVE
💰
Fundraising
HIDDEN – tap to activate
📊
Finances
HIDDEN – tap to activate
Grow at your pace. One platform forever.

Board Management

Built for the people on your board

One plan. Every module.

Try every module free for 14 days

$299/month

or $2,990/year (two months free)

Choose yearly at checkout or when your trial ends.

No contracts. Cancel anytime in two clicks, and take your data with you.

14-day free trial. No card. When it ends, everything is saved and read-only until you choose a plan.

Start free trialBook a demo