Do Not Call Policy

Credit Karma · agreement dated May 2, 2024 · Official agreement

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Use & Processing · User right or choice

You can request Intuit’s Do Not Call list with only your phone number

Consumers can ask Intuit at any time, by phone or in writing, to stop marketing calls and add their number to its company-specific Do Not Call list. Intuit may ask for a name and address, but accepts a phone number alone. Existing customers can also opt out, although the policy warns this may affect account-related communications. Requests must be honored no later than 10 days after the request date.

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Supporting quotations

Consumers may request at any time, by telephone or in writing, that our company stop making marketing calls to them and place their telephone number on our company-specific Do Not Call list. Although we may ask for your name, address and telephone number, we will accept your request even if you only provide your telephone number.
You have a right to request to be placed on our Do Not Call list even if you are still a customer. However, if you are a customer, please be aware that this may impact your account-related communications.
Once your request is received, your telephone number is added to our Do Not Call list and will be honored no later than 10 days after the date of your request.

Not stated here

  • The policy does not explain which account-related communications may be affected.

Cross-references

Also annotated in the same passage (2)

Use & Processing · Procedure

Choose “Phone Calls” in Intuit’s Marketing Preferences center

To opt out of marketing calls online, the policy directs you to Intuit’s Marketing Preferences center and the “Phone Calls” choice. The same page also lets you manage email, SMS and direct-mail preferences; the policy does not say that choosing Phone Calls changes those other preferences.

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Supporting quotations

To opt out of marketing calls, please visit our Marketing Preferences center here, and choose “Phone Calls”. This page will also allow you to manage communication preferences for emails, SMS, and direct mail.
Also annotated in the same passage (1)

Account & Service Control · Procedure

QuickBooks Online offers marketing preferences in Company Settings

QuickBooks Online users may instead log in, open Company Settings and select “Marketing Preference”. This is a QuickBooks Online account route; the linked detailed instructions are not part of the supplied policy text.

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Supporting quotations

You may also choose to log in to your QuickBooks Online account and navigate to the Company Settings page and choose "Marketing Preference".
Also annotated in the same passage (1)

Account & Service Control · Procedure

QuickBooks Time users can reach Preferences through their profile

For QuickBooks Time, the policy directs you to log in, open your Profile’s “Details” tab, choose “Manage User ID/Password” and then select “Preferences”. The linked detailed instructions are not supplied here.

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Supporting quotations

For QuickBooks Time, log in to your account and navigate to your Profile and locate the "Details" tab. Choose "Manage User ID/Password" and select "Preferences".
Also annotated in the same passage (1)

Retention & Deletion · Company commitment

Intuit honors requests within 10 days and keeps numbers listed for at least 5 years

Once Intuit receives your request, it adds your telephone number to its Do Not Call list and must honor the request no later than 10 days after the request date. Your number stays on that list for at least five years. That is a minimum listing period, not a promise to delete the number after five years. New or additional phone numbers must be provided separately to avoid marketing calls to them.

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Supporting quotations

Once your request is received, your telephone number is added to our Do Not Call list and will be honored no later than 10 days after the date of your request. Your telephone number will remain on our Do Not Call list for at least 5 years.
If you change your telephone number or obtain an additional telephone number, you must provide us with that new telephone number if you do not want to receive future marketing calls to that phone number.

Cross-references

  • qualifies (model-proposed): You can request Intuit’s Do Not Call list with only your phone number — The right to request Intuit’s internal list has an implementation deadline: requests must be honored no later than 10 days after the request date; listing lasts at least five years. The request card retains that timing rather than implying immediate suppression.
Also annotated in the same passage (1)

Use & Processing · Procedure

Give Intuit each new or additional number you want covered

If you change your phone number or get an additional one, you must give Intuit that new number if you do not want future marketing calls to it. Having another number on the company’s Do Not Call list does not satisfy this requirement for the new number.

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Supporting quotations

If you change your telephone number or obtain an additional telephone number, you must provide us with that new telephone number if you do not want to receive future marketing calls to that phone number.
Also annotated in the same passage (2)

Sharing & Disclosure · Company commitment

Sharing of information provided is limited, with an affiliate exception

For information you provide under this policy, Intuit says it will not share with anyone other than its affiliated companies or subsidiaries unless it has your prior written permission. The affiliate and subsidiary exception does not require that permission under this clause; the clause does not promise that no sharing occurs.

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Supporting quotations

We will not share the information you provide with anyone except our affiliated companies or subsidiaries, unless we have your prior written permission.

Use & Processing · Company commitment

Telephone solicitation staff receive training and the policy is reviewed annually

Employees who make outbound telephone solicitations must be trained in the policy and informed of its procedures before they may call consumers. Managers, supervisors and/or trainers periodically review it with employees, and the company reviews the policy annually.

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Supporting quotations

Employees that engage in outbound telephone solicitation are trained in this policy and made aware of these procedures before they are permitted to place calls to consumers. Managers, supervisors, and/or trainers review the policy with employees periodically. The company’s Do Not Call policy is reviewed annually.

Use & Processing · Company commitment

Reported calls after listing trigger escalation and investigation

If you report receiving an Intuit call after being placed on its Do Not Call list, the customer service representative will immediately notify a manager or supervisor. That person must investigate, identify the source of any error, take corrective measures if needed, and confirm that your number is on the internal list. The policy does not give an investigation deadline.

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Supporting quotations

If you notify us that you received a telephone call from Intuit after being placed on our Do Not Call list, our customer service representative will immediately notify a manager or supervisor. The manager or supervisor shall investigate the matter, determine the source of any error, take any corrective measures (if necessary), and confirm that your telephone number is on our internal Do Not Call list.
Also annotated in the same passage (1)

Use & Processing · User right or choice

You can request mailed confirmation in writing

Intuit promises to mail confirmation that your telephone number is on its internal Do Not Call list if you make a written request. The policy states this in its procedure for handling reports of calls after listing.

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Supporting quotations

Upon written request, we will mail a confirmation to you that your telephone number is on our internal Do Not Call list.
Also annotated in the same passage (1)

Use & Processing · Context

The national registry is separate from Intuit’s internal list

The policy describes the FTC’s National Do Not Call Registry as a free service for residential and mobile numbers that covers other U.S. companies, unlike Intuit’s company-specific list. It says consumers can register by calling 888-382-1222 or visiting www.donotcall.gov and may wait several weeks to notice fewer marketing calls. This description does not promise that national registration stops every call.

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Supporting quotations

The Federal Trade Commission offers a free service to consumers that allows consumers to register their residential and mobile phone numbers on a National Do Not Call Registry. Unlike our internal Do Not Call list, which is specific to our company, this is a national list that covers other U.S. companies.
Consumers may add their residential or mobile phone numbers to the National Registry by calling 888-382-1222 or by submitting a request online at www.donotcall.gov. It may take several weeks before you notice a reduction in marketing calls.

Use & Processing · Procedure

Send policy questions through Intuit’s privacy form

For questions, comments or concerns, use the privacy form at the bottom of Intuit’s linked inquiry page. Select your Intuit product in the first drop-down menu and “Do Not Call Policy” in the second.

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Supporting quotations

If you have any questions, comments, or concerns, please submit your inquiry using our privacy form found at the bottom of this page. Choose the Intuit product in the first drop down menu, and choose “Do Not Call Policy” in the second drop down.

Not stated here

  • The linked inquiry page and privacy form are not supplied here; this card reports the policy’s instructions, not additional form terms or its current operation.