AccountantsWorld

Multi-client payroll for accounting firms

AccountantsWorld

Sync payroll data across all your clients from AccountantsWorld Payroll Relief into Audit1.

What syncs: ✅ Multi-client employee records ✅ Payroll data ✅ Pay stubs ✅ Client information ✅ Pay schedules

📘

Best for: Accounting firms and bookkeepers managing payroll for multiple clients.


Prerequisites

  • ✅ AccountantsWorld Payroll Relief account with admin access
  • ✅ Active client payrolls in AccountantsWorld
  • ✅ Active Audit1 account
  • ✅ API access enabled (contact AccountantsWorld if needed)

Setup

1️⃣ Contact Support

Email [email protected] with subject "AccountantsWorld Connector". Include your Audit1 org ID, account name, number of clients, and estimated total employees.

2️⃣ Get API Credentials

Contact AccountantsWorld support. They'll provide:

CredentialValue
🌐 Base URLhttps://api.payrollrelief.com/integration
🔗 Token URLhttps://auth.accountantsoffice.com/connect/token
🆔 Client IDYour OAuth client identifier
🔑 Client SecretYour OAuth client secret
🔐 API KeyAdditional authentication key
📋 Grant Typeclient_credentials

3️⃣ Configure in Audit1

Enter credentials. Click Test Connection to validate. Then Retrieve Clients to see all your clients.

4️⃣ Select Clients

  • Sync All Clients (recommended) — new clients automatically included
  • Select Specific Clients — pick individual clients
📘

Each client maps to an Audit1 organization. Use auto-create during initial setup.

5️⃣ Configure and Go Live

SettingRecommendation
⏱️ FrequencyWeekly (Monday mornings)
📅 ScopeLast 12 months

Test with 2-3 clients first, verify data, then enable all and toggle Auto-Sync ON.


🏢 Multi-Client Management

Your Accounting Firm
├── 🏢 Client A (Acme Corp) → Employees, Payroll, Audit Reports
├── 🏢 Client B (Smith LLC) → Employees, Payroll, Audit Reports
├── 🏢 Client C (Jones Inc) → Employees, Payroll, Audit Reports
└── ...
  • Sync all clients with one click
  • Set individual or bulk sync schedules
  • Generate reports across all clients
  • Add/remove clients anytime

🔧 Troubleshooting

ProblemSolution
❌ Can't authenticateVerify Client ID, Client Secret, API Key, and Token URL. Confirm API access enabled.
❌ Some clients failCheck client has recent payroll data and is active. Try syncing individually.
⚠️ Missing dataVerify date range includes payroll periods. Check data filters.
⚠️ Slow syncReduce clients per batch. Shorten date range. Run during off-peak hours.

📧

Need help? Email [email protected] with subject "AccountantsWorld Connector".