[This was an article sent to me by InfoWorld.

Yet another reason to use Open Source products....know where your data is going.

md
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COST OF 'FREE' SERVICE

Posted July 26, 2002 01:01 PM  Pacific Time


IF INTUIT STARTED making television sets, how long do
you suppose it would be before the remote control
became a service you had to pay for by the month?

Those who have followed our chronicles of how the
QuickBooks payroll tax calculation became a
subscription service may find the story of a reader
we'll call Ms. Billings rather familiar. A QuickBooks
2001 user, Ms. Billings recently downloaded a free
update to the program when a pop-up window informed
her it was available. She quickly regretted it.

"One of the features prominently advertised by Intuit
for QuickBooks 2001 was the ability to send invoices
via e-mail," says Ms. Billings. "With this latest
update, I had to accept a new TOS [Terms of Service]
agreement in order to keep using this feature. One of
the terms -- even though they assure us in one of the
post log-in screens that it will never happen -- says
that we agree to pay fees as specified by Intuit for
this service and that Intuit reserves the right to
change their fees at any time. I tried to not agree to
the TOS, and it wouldn't let me use the e-mail
invoicing feature. I feel like this is bait and switch."

It was easy to see why Ms. Billings felt that way. When
Intuit introduced QuickBooks 2001 in December 2000,
the ability to e-mail invoices from within the program
was at the top of the list of new features. "With
QuickBooks 2001, small businesses can fax or e-mail
electronic invoices and estimates directly to
customers from within the program, saving valuable
time," Intuit's press release said. At the same time,
the company also introduced a free online billing
service that would allow users to have their e-mail
invoices paid by their customers online. As Ms.
Billings had never been interested in payment-enabling
her invoices, she had not signed up for that service.

Now in order to continue sending invoices, Ms. Billing
had been forced to sign up for what Intuit had renamed
the Basic Online Billing service. Rather than being
able to send the messages with one click from within
the program, she was required each time to log on to
the service with a user name and password. So much for
saving valuable time.

Adding to her suspicion that this service wouldn't be
free for long was the fact that Intuit was also
prompting her to try a "free trial" of the Deluxe
Online Billing service, which on closer inspection
turned out to cost $14.95 a month.

"What they appear to be doing is converting those
people who want to send invoices and estimates via
e-mail into Deluxe Online Billing prospects and
customers by making them agree to the TOS," says Ms.
Billings. Explanations on Intuit's site that having
the Online Billing account "allows our servicers to
identify you and your company" also raised privacy
concerns for her. "To my eye, this seems like it's
telling the user 'We're keeping an eye on your
invoices and it's for your own good.' Scary."

It got scarier. After she first wrote me, I noticed
some additional disturbing aspects of the TOS document
and its associated privacy policy she'd been sent. In
the TOS, Intuit reserves the right to "promote and/or
advertise other products and services through the
Services ... within Service forms, invoices, and
statements." In the privacy policy for the service,
Intuit said it could collect data from the invoice
forms "including items, quantities, terms, customer
information, amounts, and the 'from', 'to', and 'cc',
and 'subject' lines of the e-mail" and to use that
data for support purposes and "to evaluate and improve
our service." So not only was Intuit giving itself the
right to collect all manner of information about
QuickBooks customers, but about the customers'
customers as well.

Intuit says it is not in fact doing any of those
things, and has no plans to do so. "We don't currently
attach anything to the invoices we send through, but
[the TOS] does leave us that option," said an Intuit
representative. "Per the privacy policy we can monitor
how people are using the service, but no personally
identifiable information is being collected."

So why did Intuit turn its e-mail invoicing feature
into a service requiring a log-in procedure? Actually,
the feature always was a service. Although Ms.
Billings didn't realize it, the Intuit representative
says her e-mailed invoices were going through Intuit's
servers even before the log-in procedures were added.
"The log-in for the service is built into QuickBooks
2002, but for 2001 we had to slipstream it in," he
says. By "slipstream" he means the update Ms. Billings
thought she downloaded voluntarily. According to the
representative, QuickBooks 2001 users are in fact
required to download the update and its associated TOS
if they wish to keep e-mailing invoices.

And whereas the TOS allows Intuit to start charging,
according to the representative, the Basic Online
Billing service will remain free for QuickBooks 2001
customers until the product is "sunsetted." (If Intuit
follows its sunsetting pattern, that will come when
QuickBooks 2004 is introduced.) At that point Intuit
will stop subsidizing the free service -- which he
says currently costs the company about a million
dollars a year -- and Ms. Billings will have to either
sign up for a paid service or upgrade to a newer
version of QuickBooks if she wants to continue
e-mailing invoices.

Of course, there's no guarantee that future versions of
QuickBooks will provide the online billing service for
free. If we judge by the history of the payroll tax
service, it likely won't be. Considering the fact that
Intuit decided from the beginning to route the
invoices through its servers and all the rights it
claims for itself in the TOS and privacy documents,
it's pretty clear where they're going with this. Don't
touch that dial -- you never know what it might cost.

Ed Foster is InfoWorld's reader advocate. You can reach
him at [EMAIL PROTECTED]



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