What is included in Custom?
Our Custom plan is a fully customizable plan based on enterprise-level organization’s needs. Organizations can request features such as:
- Additional (or unlimited) Sub Accounts
- Additional (or unlimited) Per Diem Accounts
- Custom Spend restrictions: Restrict spending to exclude certain categories or only at specified places
- Personalized or customized emails (receipts, notifications, etc.)
- Tax donation receipts
- Crowded Compliance Suite
- Group Exemption maintenance
- Chapter Tracker to get instant insights on all parts of your org - current admin, their contact info, address, tax filing status and more.
My org signed on for the Multi plan. What's the Custom plan?
We changed the name of the plans from Multi to Custom - nothing else has changed!