AccountantsWorld Connector Setup Guide

Learn how to connect AccountantsWorld Payroll Relief to Audit1 for automated multi-client payroll data synchronization.

Overview

The AccountantsWorld Connector is designed for accounting firms and bookkeepers who manage payroll for multiple clients through AccountantsWorld Payroll Relief. This connector aggregates payroll data across all your clients and syncs it to Audit1 for workers' compensation auditing.

What Gets Synced

✅ Multi-Client Data: Manage payroll for all your clients in one place
✅ Employee Records: Names, IDs, hire dates, employment status
✅ Payroll Data: Gross pay, net pay, deductions, pay periods
✅ Pay Stubs: Detailed earnings and deduction breakdowns
✅ Client Information: Business names, FEINs, addresses
✅ Pay Schedules: Frequency and upcoming payroll dates

Benefits

🏢 Multi-Client Management: Handle dozens of clients in one integration
🔄 Automated Aggregation: No more manual exports from multiple accounts
⏱️ Time-Saving: Eliminates repetitive data entry for each client
🎯 Accurate: Direct integration with payroll source
📊 Comprehensive: All client payroll data in one system

Who Should Use This Connector?

This connector is ideal for:

✅ Accounting Firms managing payroll for multiple business clients
✅ Bookkeepers handling workers' comp audits for clients
✅ Payroll Service Providers using AccountantsWorld
✅ CPA Practices with payroll service offerings

Note: This connector is specifically for AccountantsWorld Payroll Relief, which aggregates data from multiple underlying payroll providers (ADP, Paychex, Gusto, etc.).

Prerequisites

Before you begin, ensure you have:

✅ AccountantsWorld Payroll Relief Account
✅ Admin or Master Access to AccountantsWorld
✅ Active Client Payrolls in AccountantsWorld
✅ Audit1 Account set up
✅ Client Authorization to share payroll data with Audit1
✅ API Access Enabled (contact AccountantsWorld if needed)

Important: Authentication Method

⚠️
Technical Note: AccountantsWorld uses OAuth 2.0 Client Credentials flow for authentication. This provides secure, token-based access without storing your password.

Step-by-Step Setup

Step 1: Contact Audit1 Support

Initiate the connector setup:

Contact Methods:

📧 Email: [email protected] with subject "AccountantsWorld Connector Setup"
📱 Phone: Call during business hours (Mon-Fri, 9 AM - 5 PM ET)
💬 Admin Portal: Submit request through Help → New Integration

Information to Provide:

Your Audit1 organization ID
AccountantsWorld account name
Number of clients you manage
Primary contact information
Estimated total employees across all clients

Step 2: Obtain AccountantsWorld API Credentials

AccountantsWorld API access requires special credentials:

Request API Access

Contact AccountantsWorld Support
- Phone: Call AccountantsWorld customer support
- Email: Contact through your account portal
- Purpose: "API access for third-party audit integration"
Provide Integration Details
- Tell them: "Setting up integration with Audit1 for workers' compensation audits"
- They may require:
  - Your AccountantsWorld account ID
  - Business authorization
  - Integration agreement
Receive Your Credentials

AccountantsWorld will provide:
- Base URL: https://api.payrollrelief.com/integration
- Token URL: https://auth.accountantsoffice.com/connect/token
- Client ID: Your unique OAuth client identifier
- Client Secret: Your OAuth client secret
- API Key: Additional authentication key
- Grant Type: client_credentials (OAuth 2.0 flow)

🔒
Security: These credentials provide read-only access to your clients' payroll data. Store securely.

Step 3: Configure Connection in Audit1

Log into Audit1 Admin Portal
- Navigate to Settings → Integrations
- Click Add Integration → AccountantsWorld

Enter Connection Details

Base URL: https://api.payrollrelief.com/integration
Token URL: https://auth.accountantsoffice.com/connect/token
Client ID: [Your OAuth Client ID]
Client Secret: [Your OAuth Client Secret]
API Key: [Your API Key]
Grant Type: client_credentials

Test Authentication
- Click Test Connection
- The system will:
  - Request OAuth token from AccountantsWorld
  - Validate API key
  - Test API connectivity
- Wait 10-30 seconds for validation
- You should see: "✅ Authentication Successful"
Fetch Client List
- Click Retrieve Clients
- This fetches all clients you manage in AccountantsWorld
- Review the list to ensure all clients appear

Step 4: Select Clients to Sync

Choose which clients' data should sync to Audit1:

Review Client List
- You'll see all clients from AccountantsWorld
- Each shows:
  - Client name
  - FEIN (if available)
  - Employee count
  - Last payroll date
Select Clients for Sync

Option A: Sync All Clients (Recommended for most firms)
- Toggle Sync All Clients to ON
- New clients will automatically be included
Option B: Select Specific Clients
- Toggle Sync All Clients to OFF
- Check boxes next to clients to include
- Useful if only some clients need audit data in Audit1
Map Clients to Audit1 Organizations

Each AccountantsWorld client needs to map to an Audit1 organization:
- Auto-Create: Audit1 can create organizations automatically
- Manual Map: Map to existing Audit1 organizations
- Bulk Import: Upload CSV mapping file
Recommended: Use auto-create during initial setup.

Step 5: Configure Sync Settings

Customize how data syncs:

Sync Frequency

Choose how often to sync payroll data:

Daily: Syncs every day at scheduled time
Weekly: Once per week (recommended)
Bi-Weekly: Every two weeks
Monthly: Once per month
Manual: Only when triggered

Recommendation: Weekly sync on Monday mornings.

Data Scope

Date Range:

Current year only
Last 12 months (recommended for audits)
Last 24 months
Custom date range

Data Types:

☑️ Employee records
☑️ Payroll summaries
☑️ Pay stubs
☑️ Client information
☑️ Pay schedules

Filters:

Active employees only, or include terminated
Minimum pay amount threshold (optional)
Specific payroll providers (e.g., only ADP clients)

Notifications

Configure alerts:

✅ Sync completion for all clients
✅ Per-client sync errors
✅ Weekly summary report
✅ Missing data warnings
⬜ Every sync for every client (very noisy)

Recipients:

Primary firm administrator
Payroll department lead
Client-specific contacts (optional)

Step 6: Run Initial Test Sync

Before enabling automation, test with a small group:

Select Test Clients
- Choose 2-3 representative clients
- Pick clients with recent payroll activity
- Include different payroll providers if applicable
Trigger Test Sync
- Click Run Test Sync
- Select test clients
- Choose date range (e.g., last 30 days)
- Click Start Sync

Monitor Progress

Syncing client 1 of 3: Acme Corp
✓ Authenticated
✓ Fetched employee data (45 employees)
✓ Retrieved payroll data (2 pay periods)
✓ Imported successfully

Syncing client 2 of 3: Smith LLC
✓ Authenticated
✓ Fetched employee data (12 employees)
✓ Retrieved payroll data (2 pay periods)
✓ Imported successfully

Syncing client 3 of 3: Jones Inc
✓ Authenticated
✓ Fetched employee data (78 employees)
✓ Retrieved payroll data (2 pay periods)
✓ Imported successfully

Test sync completed: 3/3 clients successful

Review Synced Data

For Each Test Client:
- Go to that client's organization in Audit1
- Navigate to Employees section
- Verify employee count matches AccountantsWorld
- Check pay period data appears correctly
- Spot-check a few employee records
Validate Data Accuracy

Compare Audit1 data against AccountantsWorld:
- Total employee counts per client
- Gross payroll totals
- Pay period dates
- Employee names and IDs
Check Sync Logs
- Review Sync Log for warnings or errors
- Common issues:
  - Missing FEINs for some clients
  - Unmapped job classifications
  - Date format differences
  - Missing payroll data for certain periods
- Address issues before full rollout

Step 7: Roll Out to All Clients

Once testing is successful:

Enable Full Client Sync
- If you selected specific clients for testing, now enable all
- Toggle Sync All Clients to ON
- Or select remaining clients individually
Run Initial Full Sync
- Click Run Full Sync
- This will sync all selected clients
- Large firms (50+ clients) may take 1-2 hours
- You can close the browser; you'll receive email when complete
Review Results
- Check email for sync summary
- Review any clients that had errors
- Verify total employee counts make sense
Enable Automatic Sync
- Toggle Automatic Sync to ON
- Confirm schedule (e.g., "Weekly on Monday at 6 AM")
- Save settings
Set Up Monitoring
- Ensure notifications go to right people
- Set up escalation for critical errors
- Schedule weekly review of sync status

Understanding the Data Flow

┌───────────────────────────────┐
│  AccountantsWorld             │
│  Payroll Relief               │
│                               │
│  Aggregates from:             │
│  - ADP                        │
│  - Paychex                    │
│  - Gusto                      │
│  - QuickBooks                 │
│  - Others                     │
└────────────┬──────────────────┘
             │
             │ OAuth 2.0 Authentication
             │
             ▼
┌───────────────────────────────┐
│  AccountantsWorld API         │
│  /integration endpoint        │
└────────────┬──────────────────┘
             │
             │ Client Credentials Flow
             │ + API Key
             ▼
┌───────────────────────────────┐
│  Audit1 Connector             │
│  AccountantsWorld Integration │
│                               │
│  For Each Client:             │
│  - Fetch client info          │
│  - Retrieve employees         │
│  - Get payroll data           │
│  - Download pay stubs         │
└────────────┬──────────────────┘
             │
             │ Import & Process
             │
             ▼
┌───────────────────────────────┐
│  Audit1 Platform              │
│  Multi-Client Organizations   │
│                               │
│  Client 1 → Org 1             │
│  Client 2 → Org 2             │
│  Client 3 → Org 3             │
│  ...                          │
└────────────┬──────────────────┘
             │
             │ Notifications
             │
             ▼
┌───────────────────────────────┐
│  Email Notifications          │
│  Per-Client Summaries         │
└───────────────────────────────┘

Managing Multiple Clients

Client Organization Structure

Each AccountantsWorld client becomes a separate organization in Audit1:

Your Audit1 Account Structure:

Your Accounting Firm
├── Client A (Acme Corp)
│   ├── Employees
│   ├── Payroll Data
│   └── Audit Reports
├── Client B (Smith LLC)
│   ├── Employees
│   ├── Payroll Data
│   └── Audit Reports
├── Client C (Jones Inc)
│   ├── Employees
│   ├── Payroll Data
│   └── Audit Reports
└── ...

Bulk Operations

Sync All Clients:

One click syncs all active clients
Runs in background
Email summary when complete

Bulk Reporting:

Generate reports across all clients
Export data for multiple clients
Consolidated audit summaries

Client Management:

Add/remove clients from sync
Update client mappings
Set client-specific sync schedules

Troubleshooting

Authentication Issues

Problem: Cannot authenticate with AccountantsWorld

Solutions:

✓ Verify Client ID and Client Secret are correct
✓ Check that API Key is accurate
✓ Ensure API access is enabled by AccountantsWorld
✓ Confirm no recent password/credential changes
✓ Verify Token URL is correct
📧 Contact AccountantsWorld support to verify API status

Client Sync Failures

Problem: Some clients fail to sync

Solutions:

✓ Check if client has recent payroll data
✓ Verify client is active in AccountantsWorld
✓ Ensure client has necessary data permissions
✓ Try syncing that client individually
✓ Check sync log for specific error messages
📧 Contact support with client details and errors

Missing Data

Problem: Synced data incomplete for some clients

Solutions:

✓ Verify date range includes payroll periods
✓ Check that client processed payroll recently
✓ Ensure employees exist in AccountantsWorld
✓ Confirm no data filters excluding information
✓ Try expanding date range
📧 Compare specific records with AccountantsWorld

Performance Issues

Problem: Sync takes very long or times out

Solutions:

✓ Reduce number of clients per sync batch
✓ Shorten date range
✓ Run sync during off-peak hours
✓ Contact support for optimization
✓ Consider incremental syncs instead of full

Best Practices

✅ Recommended Practices

Setup & Configuration:

✅ Test with small group before rolling out to all clients
✅ Document client mappings for your records
✅ Set up proper notifications for your team
✅ Coordinate with clients about data sharing
✅ Verify API access is properly authorized

Client Management:

✅ Review client list monthly for accuracy
✅ Remove inactive clients from sync
✅ Add new clients promptly when onboarded
✅ Maintain client mappings in Audit1
✅ Communicate with clients about audits

Data Quality:

✅ Reconcile data quarterly per client
✅ Spot-check random clients monthly
✅ Review sync logs weekly
✅ Address errors promptly
✅ Keep contact info updated for each client

Security:

✅ Store credentials securely (password vault)
✅ Limit access to authorized staff
✅ Use role-based permissions in Audit1
✅ Review audit logs periodically
✅ Update credentials if staff turnover

⛔ Things to Avoid

❌ Don't sync inactive clients (wastes resources)
❌ Don't ignore sync errors (they compound over time)
❌ Don't share credentials via insecure channels
❌ Don't skip client authorization (legal requirement)
❌ Don't manually modify synced data in Audit1

FAQs

General Questions

Q: How many clients can I sync?
A: No limit. The connector handles from a handful to hundreds of clients.

Q: What if a client leaves my firm?
A: Remove them from the sync list in Audit1 settings. Historical data remains for records.

Q: Can I sync clients selectively?
A: Yes, you can choose which clients to include in sync.

Q: Do clients need their own Audit1 accounts?
A: No, you manage all clients under your firm's Audit1 account.

Technical Questions

Q: What payroll providers does AccountantsWorld aggregate?
A: AccountantsWorld Payroll Relief aggregates data from ADP, Paychex, Gusto, QuickBooks, and many others.

Q: Is OAuth 2.0 more secure than API keys?
A: Yes, OAuth provides token-based authentication with automatic expiry and refresh.

Q: How is data stored in Audit1?
A: Each client's data is stored separately in its own organization within your firm's account.

Q: Can I export data for all clients at once?
A: Yes, Audit1 supports bulk exports across multiple client organizations.

Sync Questions

Q: How often should I sync?
A: Weekly is recommended for most accounting firms.

Q: What happens if sync fails for one client?
A: Other clients continue syncing. You'll receive notification about the failed client.

Q: Can I sync historical data when onboarding?
A: Yes, specify historical date range during initial client setup.

Q: How do I handle mid-year new clients?
A: Add them to your sync list, then run an initial sync with appropriate date range.

Getting Help

AccountantsWorld Support

For AccountantsWorld Issues:

Support Portal: Through your AccountantsWorld account
Phone: AccountantsWorld customer support line
Email: Via account portal

Audit1 Support

For Connector Issues:

📧 Email: [email protected] (include "AccountantsWorld Connector")
📱 Phone: Mon-Fri, 9 AM - 5 PM ET
💬 Live Chat: In Audit1 Admin Portal
📚 Documentation: developer.audit1.info

What to Include in Support Requests

For AccountantsWorld:

Your account ID
Client name (if client-specific issue)
API credential issues

For Audit1:

Your organization ID
Affected client names
Error messages or screenshots
Recent sync logs
Number of clients affected
What you've already tried

Next Steps

After Successful Setup:

Establish Routine
- Weekly: Check sync status
- Monthly: Review client list
- Quarterly: Reconcile data per client
- Annually: Audit access and permissions
Train Your Team
- Show staff where to find client data
- Explain sync schedule
- Provide support contacts
- Document processes
Optimize Over Time
- Refine client filters
- Adjust sync schedules as needed
- Set up custom reports
- Explore automation features
Client Communication
- Inform clients about automated audits
- Explain benefits (less manual work for them)
- Provide audit reports when ready
- Address any client concerns

Related Resources:

Connectors Overview - Compare all available connectors
API Integration Guide - Advanced API usage
Webhook Integration - Real-time notifications

Accounting firm using AccountantsWorld? Contact [email protected] to set up your multi-client connector today!

AccountantsWorld Connector Setup Guide

Overview

What Gets Synced

Benefits

Who Should Use This Connector?

Prerequisites

Important: Authentication Method

Technical Note: AccountantsWorld uses OAuth 2.0 Client Credentials flow for authentication. This provides secure, token-based access without storing your password.

Step-by-Step Setup

Step 1: Contact Audit1 Support

Step 2: Obtain AccountantsWorld API Credentials

Request API Access

Security: These credentials provide read-only access to your clients' payroll data. Store securely.

Step 3: Configure Connection in Audit1

Step 4: Select Clients to Sync

Step 5: Configure Sync Settings

Sync Frequency

Data Scope

Notifications

Step 6: Run Initial Test Sync

Step 7: Roll Out to All Clients

Understanding the Data Flow

Managing Multiple Clients

Client Organization Structure

Bulk Operations

Troubleshooting

Authentication Issues

Client Sync Failures

Missing Data

Performance Issues

Best Practices

✅ Recommended Practices

⛔ Things to Avoid

FAQs

General Questions

Technical Questions

Sync Questions

Getting Help

AccountantsWorld Support

Audit1 Support

What to Include in Support Requests

Next Steps