HHM
ACADEMY

HHM Academy is a resource page providing training materials, including videos and documents, aimed at educating employees on tax and accounting methods and programs.

VideosDocuments
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Video Resources

HHM professionals have developed a series of instructional video resources covering various accounting and tax programs, methods, and techniques, tailored specifically for staff training and development.

Step 1:
Route Sheet
Walkthrough
Step 2:
Roll Forward the
Tax Binder
Step 3:
Required
Workpapers
Step 4:
Scan Workpapers for Verification
Step 5:
Sureprep Verification
Step 6:
Confirm Prosystems Inputs
Step 7:
Create a Request List
Step 8:
Clear Diagnostics
Step 9:
Self Review
Step 10:
QBI Worksheet
Step 11:
Preparer Checklist
Step 12:
Clear Review Notes
Step 2:
Locating Client
Information
Step 3:
Review Prior Year Information
Step 4:
Rolling Forward & Synchronizing Binder
Step 5:
Adding and Deleting Workpapers
Step 6:
Importing
Trial Balance
Step 7:
Grouping
Accounts
Step 8:
Compare TB to PBC Financials
Step 9:
Equity
Rollforward
Step 10:
Fixed Asset Reports Video
Step 11:
Tie WP's to Trial Balance
Step 12 Pt. 1:
Complete 71.01 WP
Step 12 Pt. 2:
Complete 71.01 WP-TN
Step 13:
Import Tax Line Recon. to Tax Software
Step 14 Pt. 1:
Tax Software Inputs
Step 14 Pt. 2:
Tax Software Inputs TN
Step 15:
Diagnostics
Step 16:
Self Review
Step 17:
Clear Review Notes
Sureprep Calculator Scanning Tool Explaned
A Better Way to Handle Excel Files in Sureprep
Printing PDFs directly to Engagement Binders


Side Videos

Pulling Quickbook Reports

By Kyle Briner

Quickbooks Backup Walkthrough

By Kyle Briner

CCH Practice Client Dashboard

By Jessi Blackwell

How to Use the Client Dashboard

By Jessi Blackwell & Jenna Thomasson

Document Resources

Useful documents available to HHM staff including tax checklists, guidelines, procedures, and roadmaps, empowering them to efficiently serve clients while maintaining organizational excellence.

Have a video or document requests? Questions? Trouble with the program? Fill out this form to get in touch with a member of our training team.

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