Huckleberry by Paychex Privacy Policy

This Privacy Policy (“Policy”) describes how Paychex, Inc. and our subsidiaries and affiliates, with its corporate offices located at 911 Panorama Trail South, Rochester, NY 14625 (“Paychex,” “we,” “us,” or “our”), transmit, use, share and protect business, financial, and personal information for Huckleberry by Paychex. This Policy applies to all information provided, transmitted, or submitted to Paychex, including in connection with the services provided to or on behalf of you or our clients, including but not limited to any insurance agent services, related services and promotions, and support services (“Services”), when you interact with us, and/or on this website, software applications, and mobile applications (collectively, “Site”).

By accessing or using the Site, you agree to be bound by this Policy and our Terms of Service. Data privacy, and the privacy of the information provided, is important to us. We use reasonable care to protect data provided to us by or on behalf of our clients or prospective clients (“Clients”) and their workers or from visitors of our Site (collectively “You” or “Your”). This Policy governs personal information collected, processed, or disclosed by Paychex for its own purposes as well as information provided to us as a service provider for our Clients. It protects information collected online as well as offline. We may receive personal information from our Clients about their current and/or prospective workers, as well as workers’ dependents and/or family members as needed to provide Services. We will collect and process Your personal information as instructed or permitted by our Clients or in accordance with this Policy.

We do not grant access to personal information except as set forth herein. We do not share or sell personal information provided or transmitted to our Site with any third parties for their own marketing purposes. At times, we will provide links to other websites not affiliated with Paychex. We encourage You to be aware when You leave our Site, and to read privacy policies regarding how third parties may use or process Your information.

What Information is Collected

We collect information that we need to provide our Services, when You interact with us, to administer and improve the Site or to create and offer new products, for research purposes, and to fulfill any legal and regulatory requirements.

The categories of personal information that we may collect include the following:

• Contact information to allow us to communicate with You or to provide the Services
• Financial and bank account information as needed to provide the Services
• Account credentials for our Site
• Social Security number, date of birth, name, address, email address, phone number, including mobile phone number, and other details as needed to provide the Services
• Credit, debit, or payment card information if used
• Credit or debt history regarding creditworthiness or credit history, with proper disclosures
• Health and benefits information, which may include health plan numbers, beneficiary or dependent identification and contact information, and other health information as needed to provide the Services
• Employment history and application information submitted through our recruiting and applicant tracking Service
• Geolocation data, including Your IP address, to provide Services or if geolocation Services are enabled for time and attendance tracking
• Other information as needed to provide specific Services, enhance our Services, or to create and offer additional products or services, including with business partners
• Other information and documentation provided as part of Paychex’ customizable fields or Services, to be stored within the Site, which may include personal information, personal health information, and/or other human resource information Client seeks to collect and retain through the Site. Clients are responsible for the maintenance and retention of any information or documentation stored with Paychex’ customizable features

How Personal Information is Collected or Transmitted

To access or use certain information, features, or Services, You may be required to provide personal information. Personal information is primarily collected, submitted, and/or transmitted:

• When a Client provides it to Paychex to facilitate the processing of the Services
• From You when You utilize the Site
• From applications, forms, webinars, surveys, and other information You provide us
• If You provide us with comments or suggestions, interact with us, request information about our Services, or contact our customer service or support departments via phone, email, chat or other forms of communication
• From consumer and business reporting agencies regarding Your creditworthiness or credit history
• Between Paychex, its business partners, and third party vendors
• From information You may provide via Social Media. For information regarding safe and productive participation in our social media community, view our Social Media Guidelines
• From publicly available sources

How Personal Information is Used

We may process personal information to:

1. Facilitate current, prospective, or former employer requested Services, transactions, investments, rewards, distributions and/or benefits
2. Administer and improve our Site
3. Facilitate applicant tracking and recruitment
4. Facilitate billing and collections
5. Contact Clients and consumers with information on Services, new Services or products, or upcoming events, including via SMS or MMS text messaging if mobile phone number is provided for that purpose
6. Offer advanced analytics and insights to Clients
7. Market services to Clients and current and prospective consumers, and for auditing those interactions
8. Detect fraud or theft or for other security purposes
9. Comply with legal, reporting, and regulatory requirements
10. Maintain, manage, or service accounts
11. Provide customer service or support
12. Verify consumer identity as well as eligibility to receive services, information, and products
13. Conduct research, assessments, and analytics relating to our services and develop new products and technological improvements
14. Send transactional communications as part of our Services
15. Improve, upgrade, or enhance services or business operations
16. Administer quality and safety maintenance for our Site or services
17. For other purposes that are compatible with this Policy or where permitted by applicable law
18. In any other way we may describe when You provide the information, or for which You provide authorization

Parties with Whom Information May Be Shared

Information is shared to facilitate the Services requested by or on behalf of our Clients or for our business operations. We may share information with:

1. Our affiliates, partners, or subsidiary organizations
2. Government agencies to fulfill legal, reporting, and regulatory requirements
3. Attorneys, accountants, and auditors
4. Credit reporting agencies to supply vendor references on Client’s behalf or to provide credit related Services as requested by You
5. Our employees, affiliated companies, subsidiaries, contractors, agents and third-party partners and vendors to perform Services related to Your account, to offer additional services, perform analysis to determine qualification to receive other services, collect amounts due, or for our business operations
6. Third-party providers for services that You may sign-up for via our Site or other business partners with whom we work with to develop or market certain products or services
7. Banking and brokerage firms to process payroll-related and/or securities transactions
8. To a buyer or successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us is among the assets transferred
9. Credit bureaus and similar organizations, law enforcement or government officials. We reserve the right to release information if we are required to do so by law or if, in our business judgment, such disclosure is reasonably necessary to comply with any court order, law, or legal process, in a fraud investigation, an audit or examination
10. Health and welfare providers in support of benefit Services
11. Cloud providers, customer management platforms, security providers, and similar services in connection with providing products, Services and in the support of daily operations
12. Any other entity disclosed by Paychex when You provide the information, or for which You provide authorization

Data Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, including but not limited to the provision of Services, transactions requested by, or on behalf of, Clients, and necessary and essential business purposes such as complying with our legal obligations, maintaining business and financial records, resolving disputes, maintaining security, developing products and services, detecting and preventing fraud and abuse, and enforcing our agreements.

Artificial Intelligence

We may utilize and/or offer access to tools, features, products, or technologies, that incorporate or utilize artificial intelligence including but not limited to generative or traditional machine learning, chatbots, digital assistants, conversational, interactive, agentic solutions or other automated processes, in connection with the Site (“AI Powered Features”). AI Powered Features may be provided by Paychex or other third parties and Your use is subject to and governed by this Policy and our Terms of Service.

Your interactions with AI Powered Features, including but not limited to prompts, inputs, outputs, conversations, and other information provided by You (or on Your behalf), may be collected, processed, and used to perform or offer Services, offer additional services, support functionality, maintain security, improve the overall performance, reliability, and usefulness of AI Powered Features, and for any other purpose as set forth in this Policy and our agreements. AI Powered Features are intended to support, and not replace, human judgment and are not designed to make legal, financial, employment, health or other significant decisions. Such tools may capture, record and transcribe any information You provide in accordance with applicable law, and may transmit such information to third parties in connection with the Site. We will treat all interactions and transactions as though You authorized them, and as though they are authorized interactions and transactions, even if another person initiated or completed them. This includes voice and written interactions and transactions. Furthermore, Paychex does not guarantee the accuracy of content produced via AI Powered Features.

How Cookies and Other Related Technologies Are Used

Our Site uses cookies and similar technologies. A “cookie” is a piece of data that our Site may provide to Your browser when You visit our Site. The information stored in a cookie may be used for user convenience purposes and/or Site functionality, such as reducing repetitive messages, tracking helper tool versions, and retaining user display preferences. If a user rejects a cookie, they may be unable to use certain features of our Site.

We use session cookies to limit popup windows to a single browser instance. We may also use Java scripting in cooperation with cookies and “spotlight images,” “pixel tag,” or “web beacons” to track Site traffic and email responses. A “spotlight image,” “pixel tag,” or “web beacon” is an electronic image, called a 1-by-1 pixel or clear GIF, that can recognize certain types of information on Your computer or device, such as Your cookie number, time and date of page view or location.

During Your interaction, a Service may automatically collect information from Your activity or device including:

• Computer, device, and connection information, such as browser type and version, operating system and other software installed on Your device, mobile platform and unique device identifier and other technical identifiers, including IP addresses, error reports and performance data
• Usage data such as user preferences including features, settings, date and time stamps, search terms, and pages visited

Paychex uses third party service providers who use cookies, web beacons, and similar technologies to collect, transmit, or receive information from our Site and elsewhere on the internet to improve our Site, user experience, and for our own marketing purposes, including but not limited to, Google Analytics. For more information regarding how Google uses information from sites that use its service, please visit Google’s privacy policy.

If You are simply browsing or navigating through our Sites, information about Your computer and the pages You visit on our Site is transmitted and may be collected by Paychex and/or our third-party service providers. This data is often referred to as clickstream or navigation data. We use this information for research, analysis, and reporting so that we can improve our navigation, page structure, and page content to help visitors find information more quickly and provide more value when they find what they are looking for on our Sites. Additionally, as You interact with different pages and content on our Site, this behavioral data may be tracked and used by Us or our third-party service providers to provide tailored Paychex content and Site recommendations. If You use an account to access our Site, Paychex may also use certain technologies to record Your mouse movement, clicks, page visits, and screen information to enhance Your experience, for our own security purposes, and to improve our Site. Our third-party service providers and business partners may access this information as necessary for our business purposes. You consent to our use of this technology when You login to Your account.

The following are things You can do while visiting our Site to limit the sharing of Your information:

• Disable cookies within Your browser before visiting our Site;
• Choose not to submit information via web forms located within our Site;
• Choose not to enroll in or purchase our products or Services;
• Choose not to “opt-in” to certain programs that are available on our Sites;
• Choose not to complete any surveys available on our Site.

Aggregated, Non-Personal or Non-Identifiable Information

We may collect, process, or disclose general, non-personal, or statistical information about the users of the Site, and our related products and services. We may also deidentify, anonymize, and/or aggregate certain personal information collected from or about users of our Site or when You interact with us. We may process and disclose this information without restriction (so long as no attempt to re-identify the data is made).

Do Not Track

Some browsers support a “Do Not Track” (“DNT”) feature, a privacy preference that You can set in certain web browsers, which is intended to be a signal to websites and services that You do not wish to be tracked across different websites or online services You visit. Our Site does not operate any differently when it receives DNT signals from Your internet web browser.

Telemarketing

Huckleberry by Paychex may directly market to You. You may opt out of our direct telemarketing contacts by requesting us to remove You from our direct telemarking list. Please note this marketing is specific to Huckleberry by Paychex and that opting out from our direct telemarketing contacts does not limit us from contacting You for other purposes, including those contacts that are reasonably necessary to provide You with our Site. If You decide to opt out of our direct telemarketing contacts, allow a reasonable time for us to process Your request and do not hesitate to contact us at privacy@huckleberry.com if You encounter any problems with Your request. The FTC also maintains a National Do Not Call Registry at www.donotcall.gov/register/reg.aspx. Registering Your number with the FTC may also limit our direct marketing contacts to that number.

Other Insurance Brokers and Intermediaries

You may opt out of our sharing Your information with other insurance brokers and intermediaries by requesting we remove You from our insurance intermediary list. Please note that opting out of the insurance intermediary list will limit the opportunity for You to be considered for other quotes from other underwriting insurers in the event our underwriting partner is unable to provide You with a quote. If You decide to opt out of our insurance intermediary list, please contact us at privacy@huckleberry.com and allow a reasonable time for us to process Your request. Note that opting out will only affect future information disclosed by Huckleberry by Paychex to other insurance brokers and intermediaries and will not affect any information that may be shared with Paychex, for Your current policy, or may have already been shared with other insurance brokers and intermediaries prior Your request being processed.

Children Under 13 Years of Age

This Site is not intended for children under 13 years of age. We do not knowingly collect and/or transmit any personal information from children under 13 years of age. All dependent data needed for benefits enrollment shall be provided by the employee/guardian and kept secure as indicated in this Policy. If You are under 13 years old, You should not use our Site.

Security

Paychex uses reasonable care to protect the confidentiality, integrity, and availability of Your information.

While we help protect the security and integrity of Your information through procedures and technologies designed for this purpose, the safety and security of Your information also depends on You.

For additional information about our commitment to protecting the security and integrity of Your information, please refer to our Security page.

Third Party Biometric Collection

Certain authentication features (such as facial scans or fingerprint scans used to access an application from Your mobile device) may be processed by third‑party service providers, device manufacturers, or operating systems. Paychex does not collect, possess, store, or control biometrics associated with these third-party authentication features, and does not determine the means or purposes of such processing. Any biometrics used for these purposes are governed by the applicable third party’s policies and practices.

How to Access and Correct Your Information

Keeping Your information accurate and up-to-date is very important. Clients can review and correct account information on the Site, or by contacting a customer service representative. If You have an account on the Site, You may be able to make changes to Your information using the online tools, after logging in. Changes to information regarding a worker’s dependent(s) or family member(s) must be completed by the worker and/or the worker’s employer.

California Consumer Privacy Rights

If You do business in California or are a consumer in California, please visit our CCPA Privacy Policy for more information regarding our processing of Your information. The CCPA Privacy Policy is incorporated by reference herein.

Changes to This Privacy Policy

This Policy may be revised from time to time due to legislative changes, changes in technology, our privacy practices, or new uses of Your information not previously disclosed in this Policy. We reserve the right to update this Policy in our sole discretion at any time, with or without advance notice, unless otherwise required by law. Revisions are effective upon posting and Your continued use of this Site will indicate Your acceptance of those changes. Please refer to this Policy regularly.

Contact Information

If You have any comments, concerns or questions about this Policy, please contact Huckleberry at: privacy@huckleberry.com.

Last Updated June 17, 2026
Huckleberry by Paychex
Paychex, Inc.
911 Panorama Trail South, Rochester, NY 14625