Give your business a fully branded client portal in 10 minutes — like GetTaxWise, but yours. Customers log in under your name, exchange documents, sign, and message securely. Zero code required.
Subscribe once — Bastion provisions your branded portal automatically. Your customers log in, exchange documents, sign, and message securely. All under your name.
All features included. No per-customer fees. No seat charges. Pick your team size — upgrade anytime.
GetTaxWise — powered by Bastion — is the live portal used by Tax Wise Strategies LLC, led by Rich Suggs, MBA, a 30-year tax professional and President & CEO of The Suggs Group. It's the real-world proof this platform works under a real brand, for real clients.
The GetTaxWise portal — same screens your customers experience, under your brand.
Questions, demo requests, or enterprise quotes — we respond within one business day.