Step 1 of 5
Business Identity
Your portal will carry your brand exclusively — Bastion is never visible to your clients.
Billing
Location
1 / 5
Step 2 of 5
Brand & Appearance
Set your portal's identity — name, subdomain, color palette, and logo. Clients see only your brand.
The name your clients see when they log in to your portal.
@bastionapps.com
Color Palette — Choose One
Ember
Warm amber · coral · rust
✓
Slate
Deep navy · charcoal · teal
✓
Dusk
Indigo · violet · emerald
✓
Company Logo
Drop your logo or click to upload
PNG, SVG or JPEG · Max 2 MB · Transparent background preferred
✓ Uploaded — click to replace
2 / 5
Step 3 of 5
Platform Level
Your Level determines the module set and pricing structure. Both share the same secure core — Levels differ in vertical-specific tooling.
Enclave
Professional Services
✓
CPA / Accounting
Law Firm
Real Estate
Title Company
Mortgage
- Vertical-specific document templates
- Compliance audit trails
- Advanced eSignature workflows
- AI knowledge modules per vertical
- Client intake & onboarding flows
- Role-based access controls
Starting at $44.95 / mo · Professional rate
Strongbox
Small Business & Trades
✓
Contractors
Skilled Trades
Landscaping
Creative / Content
- Document vault & storage
- Standard eSignature
- Secure client messaging
- Basic AI Q&A
- Client portal access
- Mobile-optimized interface
Starting at $29.95 / mo · Standard rate
Helps pre-activate the right templates and AI modules on day one.
3 / 5
Step 4 of 5
Subscription Tier
Choose the tier that fits your current client volume. You can upgrade at any time from your admin dashboard.
Optional — helps us right-size storage and pre-configure limits.
4 / 5
Step 5 of 5
Review & Submit
Confirm everything below. A QuickBooks invoice goes to your billing email — provisioning begins once paid.
Business Identity
Company—
Contact—
Phone—
Billing Email—
State—
Brand & Appearance
Portal Name—
Subdomain—
Color Palette—
Logo—
Level & Tier
Platform Level—
Specialty—
Tier—
Monthly Price—
Notes—
⚡ What happens next: A QuickBooks invoice is emailed to your billing address. Once paid, automated provisioning spins up your white-label portal — typically live within 1 business day. A CNAME record will be provided if you want to map a custom domain.
🎉
You're in the queue!
A QuickBooks invoice is heading to . Your portal goes live once payment is confirmed.