Client Administration & Tax Booking Utility System (CATBUS)
Operations
Client Intake, Queue and Control Sheet require volunteer sign-in (use the Volunteer Dashboard link). The Client Check-In Page is public.
Client Intake
Reception: interview checked-in clients, add walk-ins, and mark clients ready, ineligible, or left.
Client Check-In Page
Public page clients use to check in. Use this link for the check-in QR code poster.
Queue Master Dashboard
Manage client flow and assign cases to volunteers in real time.
Control Sheet
Manage active client returns, file completed returns, and submit review requests.
Alert Dashboard
Monitor volunteer help requests and review escalations in real time.
Volunteer Management