Sales & customer data
Protect the email accounts, workstations, and customer information your sales team uses. Review shared access and account permissions as employees join, change roles, or leave.
Your industry has its own systems, risks, and responsibilities. Explore SynapseShield™ protection and website services focused on your business.
From the showroom to the service lane, dealerships run on connected systems — and regulators know it. We keep your DMS available, your customer data locked down, and your store aligned with the FTC Safeguards Rule.
As a dealership handling consumer financial data, these obligations apply to you today — and since 2024, breaches affecting 500+ consumers must be reported to the FTC within 30 days. Here's what the rule demands, and how we cover each item:
Sales, finance, service, and management rely on connected systems throughout the day. We focus on protecting customer information, securing access, and keeping the dealership platforms your staff depend on ready for work.
Protect the email accounts, workstations, and customer information your sales team uses. Review shared access and account permissions as employees join, change roles, or leave.
Support the systems service advisors and managers depend on, including DMS access, connected workstations, and vendor support connections. Prepare recovery procedures for disruptions.
Map where sensitive financing information lives and who can reach it. Separate everyday sales workflows from records that need tighter access.
Make it easy to find sales and service contacts, location details, and inquiry forms on a phone. Review DMS and inventory-feed options before promising an integration.
Explore website design ↗Most dealers that arrange financing or leases must maintain a security program for customer information. The FTC explains the scope and requirements. FTC guidance for automobile dealers ↗
Review one location’s DMS access, business email, endpoints, and recovery plan. Identify security gaps and prioritize the protections your dealership needs.
Dental practices are our original specialty, dating back to 2010. Your practice management system holds valuable patient, insurance, and billing information. A phishing email can give an attacker a foothold long before anyone sees a ransom demand.

A familiar-looking invoice, document link, or support request can catch someone during a busy day. If it leads to stolen credentials or a compromised computer, an attacker may gain remote access and quietly prepare for data theft. The practice may continue working while that access goes unnoticed.
An intrusion may be quiet. Patient-data theft can happen before a visible outage.
A deceptive message leads someone to a false login or malicious content.
Defense: email protection + verificationA compromised account or device can give an attacker access while the office keeps working.
Defense: identity + endpoint monitoringRecords may be copied out of practice systems and used for extortion.
Defense: access limits + investigationIllustrative sequence; attack methods and timing vary. HHS briefing on electronic records and cyber threats ↗
Layer email protection with account safeguards and staff training. Give the team a clear way to verify unexpected payment requests, document links, or remote-support instructions through a known contact.
SynapseShield™ combines endpoint protection and monitoring with security engineers. Review suspicious activity, unexpected remote-access tools, and compromised accounts instead of relying only on whether a computer still works.
Review access to practice management systems, imaging, exported files, and backups. Restrict unnecessary permissions and vendor access, and understand which logs and protections your software provider supports.
A backup helps restore information after an outage. It cannot retrieve a copy that has already been stolen. Protecting patient data also means detecting unauthorized access and investigating potential exposure.
ExploreBuild a process staff can use quickly: report the message, verify unusual requests, and contact the security team if they clicked or entered a password. Fast reporting gives the response team an earlier chance to investigate.
Talk about your practice’s email security ↗We’ll discuss your email provider, practice management software, remote access, and staff accounts to identify where additional protection or monitoring is needed.
It's a set of technical safeguards regulators audit and fine against — and patient data makes dental practices a favorite target, especially on weekends and holidays when no one's watching. Unless someone always is. Here's what the Security Rule demands, and how we cover each item:
Your practice management software holds the information your business depends on: patient details, appointments, billing records, and connected clinical data. We focus on protecting that information, securing the people and devices that access it, and supporting your HIPAA responsibilities.

A typical practice’s information extends beyond a single application.
Patient records, scheduling, billing, and connected EHR data.
Individual accounts · Access reviewsAuthorized people, workstations, and downloaded information.
Identity controls · Endpoint protectionMessages and attachments sent through approved PHI workflows.
Recipient checks · Protected deliveryA hosted practice system still depends on the accounts, devices, email, and workflows around it. We review those connections with your team and software provider so responsibilities and gaps are clear.
Review individual logins, role-based permissions, multi-factor authentication options, vendor access, and staff departures. Assess record exports, local storage, audit capabilities, and recovery arrangements around your actual software.
Configure hosting, account protection, and encrypted message delivery around your PHI workflows. Review provider agreements, recipient access, forwarding rules, and staff instructions before treating email as an approved channel for patient information.
Connect technical controls to documented responsibilities: risk analysis, access reviews, staff training, incident handling, backup recovery, and vendor oversight. Keep evidence of what is configured and how it is maintained.
HHS permits email transmission of electronic PHI when it is adequately protected. The appropriate safeguards depend on the practice’s risk assessment and communication circumstances. HHS guidance on email transmission ↗
Email hosting alone does not establish HIPAA compliance. The practice also needs appropriate policies, configuration, workforce procedures, and business associate agreements where required. We help connect the technology with those responsibilities.
HHS guidance on cloud providers and BAAs ↗The HIPAA Security Rule addresses administrative, physical, and technical safeguards for electronic PHI. Risk analysis, access controls, activity review, and contingency planning belong in the overall program. HHS overview of the HIPAA Security Rule ↗
Tell us which practice management software and email provider you use. We’ll discuss where PHI is stored and sent, who can access it, and which protections need attention.
Agents, brokerages, and property teams balance inquiries, documents, and follow-ups throughout the day. We help protect sensitive client information, secure business email, and build a website that reflects your business.
Agents, coordinators, and property teams move between conversations, documents, and deadlines. We focus on protecting the accounts, devices, and documents that keep those transactions moving.
Showcase your people, service areas, and expertise with a clear path to contact the right agent. Assess listing-feed permissions and platform options before adding property integrations.
Explore website design ↗Real estate wire fraud can involve impersonated parties and altered payment instructions. NAR provides guidance for recognizing the risk and independently verifying instructions. NAR guide to real estate wire fraud ↗
Start with a review of business email, device protection, and access to client documents. Keep payment approvals under direct human control.
Call us or request your free security risk assessment.
Get My Free Risk Assessment 888-669-1988