Search Functionality

Search by topic, tag, meeting date, or document name without knowing the exact file name. Any director can find what they need on their own without emailing anyone.

Document Tagging

A finance report can be tagged as "Finance" and "Audit" so it shows up however someone searches for it. Tags work the way your board thinks, not the way folders are arranged.

Data Storage

All data is stored on Canadian AWS infrastructure. For boards that handle sensitive governance records — bylaws, financial statements, contracts.

Document Storage Options

Many vendors offer document storage, including popular tools like Google Docs and Dropbox. Storing documents is easy—finding them later is the hard part.

Document Management Systems

Keeping track of all your documents is not hard, but if you use the wrong document management system, documents will never be found.