Recent key updates:
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June: Needs docs help is the first status we are monitoring. Clients are here because they have specifically checked a box during the online intake saying that they need help.
To find clients, we can select four items: Status, Language, Service Type and check unassigned. The default sort will automatically put the Waiting for Response clients at the top.
Day by day
[Sign up for client support time](https://app.getsling.com/shifts?)
Greeters-announcements slack channel! Decluttered weekly rundown of the changes.
Week by week
Additional resources
Greeter guide to tax documents on the 13614-C
The Greeter Role Training Guide
IRS resources
IRS Publication 4299 - Privacy, Confidentiality, and Civil Rights
Other