Legacy system shutdown: April 30, 2026

Your Guide to the New Platform

We've completely rebuilt Audit1 from the ground up. This guide walks you through exactly what's changing and what you need to do — personalized for your role.

The classic portal (portal.audit1.com) will be retired on April 30. Follow the steps below to transition smoothly.

I am a...

Insurance Carrier

I write Workers' Comp policies and collect premiums

Employer / Insured

I have a WC policy and report payroll

Payroll Company

I process payroll and deliver wage data

Agency / Agent

I manage carrier relationships and books of business

Carrier Migration Guide

You're moving from a shared login at portal.audit1.com to your own dedicated carrier portal with full branding control.

1

Access Your New Portal New

Your dedicated carrier portal is live at carrier.audit1.com. You'll receive credentials from our team — same email, new password.

Go to Carrier Portal
2

Review Your Insureds & Policies Verify

All your employers and policies have been migrated. Check the Insureds tab to verify everything looks correct — business names, policy numbers, effective dates, and rates.

What migrated automatically:

  • All active employers linked to your carrier
  • All active and renewed policies
  • Policy rates (Policy_fees) per class code and state
  • Location data tied to each policy
3

Your Employers Are Already Invited Done

Your insured employers have already been invited to the new platform. You can track their onboarding progress in real-time from your carrier portal — see which steps they've completed, which payroll provider they selected, and their bank account status. Updates every 30 seconds.

4

Explore New Capabilities New

Things you couldn't do before:

  • Create policies with a guided 7-step wizard
  • Renew policies in 4 steps
  • Remittance reports — automated daily, downloadable as CSV
  • Request system — structured approval workflows for policy changes
  • Real-time onboarding — watch employers set up live
  • White-label portal — your brand, your domain
View tutorials with screenshots →
5

Stop Using Classic Portal April 30

After April 30, 2026, portal.audit1.com will be retired. All functionality is already available in your new carrier portal. Start using it now so the transition is seamless.

Need help with the transition?

Our team will personally walk you through the new portal and help migrate anything that needs attention.

Employer Migration Guide

You're getting a dedicated portal designed just for employers — easier to use, mobile-friendly, with full visibility into your premiums.

1

Wait for Your Invitation Incoming

Your carrier will send you an invitation email with a link to set up your account on the new platform. Check your inbox (and spam folder) for an email from your carrier or from Audit1.

If you haven't received one yet, contact your carrier or reach out to us.

2

Complete the Onboarding Wizard New

Click the link in the email. You'll walk through a simple 7-step setup — it works on your phone:

  • Company details — verify your business name, FEIN, address
  • Contact person — your name, email, phone
  • Payroll setup — pick your payroll company or choose self-report
  • Bank account — connect via Plaid (one click) or enter manually
  • Locations — add your work locations
  • Agreements — accept Terms, Privacy, and ACH authorization
  • Review — check everything, then submit

Your progress saves automatically every 2 seconds. Close the page, come back later — nothing lost.

See step-by-step screenshots →
3

You're Done That's It

Once you complete the wizard, your payroll data starts flowing automatically (if you use a connected payroll company). Log in anytime to see your dashboard, premiums, files, and employee details.

New things you'll have:

  • Google Sign-In — one click, no password
  • Premium transparency — see exactly how every dollar is calculated
  • Request system — ask for class code or state changes through the portal
  • Mobile access — full functionality on your phone
  • Dark mode
4

Classic Portal Shutdown April 30

The old portal at portal.audit1.com will stop working on April 30, 2026. Once you've completed the onboarding wizard, you won't need it — everything is in your new portal.

Haven't received your invitation?

Contact your carrier or reach out to us directly. We'll make sure you get set up.

Payroll Company Migration Guide

You're getting a dedicated portal, new delivery options, sandbox testing, and — if you want it — AI-powered autonomous reporting.

1

Access Your New Portal New

Your dedicated payroll company portal is at payrollcompany.audit1.com. You'll receive credentials from our team.

Go to Payroll Portal
2

Update Your Data Delivery Method Action Required

The old delivery method (legacy API at api.audit1.com or Azure SFTP) is being retired. Here's what to switch to:

Old MethodNew MethodWhat To Do
api.audit1.com (TransferCode/SecretKey) REST API at apiv2.audit1.com New API key — we'll provide it
Azure SFTP (old credentials) New SFTP (34.170.85.233:2022) New credentials — same file format
N/A Auto-Connector (QBO, Paylocity, UKG, AW) Authorize once, automatic forever
N/A Webhooks, Manual Upload, AI Agents New options — configure in portal

Your file format doesn't change. Our Column Cognitive Recognition engine handles 4,400+ header variants automatically. Send what you have.

3

Test in Sandbox New

Before switching production traffic, test your new connection:

  • Upload a proof-of-file through the portal wizard — see validation results instantly
  • Use sandbox mode on the API — full validation, zero production impact
  • Confirm Column Cognitive Recognition processes your headers and rows pass validation
4

Switch Production Traffic When Ready

Once your test passes, point your production delivery to the new endpoint. We'll run both old and new in parallel during the transition period so nothing is lost.

Parallel running period: Both systems will accept your data until April 30. After that, only the new system.

5

Explore New Capabilities Optional

  • 6 delivery methods — SFTP, API, Webhook, Connector, Manual, AI Agent (use any combination)
  • Real-time file tracking — see files move through the pipeline live
  • AI agents (MCP) — autonomous payroll reporting that discovers fields, validates, and submits
  • Employer visibility — see which of your clients are on the platform
Learn about AI agents →
6

Legacy API Shutdown April 30

The legacy API at api.audit1.com and old SFTP endpoints will stop accepting data on April 30, 2026. Complete your switch before then.

Need new credentials or integration help?

Our team will send you new SFTP/API credentials and walk you through the switch. Same data, new pipes.

Agency Migration Guide

Your carriers are moving to the new platform. Here's what that means for you and your book of business.

1

Coordinate with Your Carriers First Step

Your carrier partners are migrating to dedicated portals. Reach out to them to understand their timeline and how they'll manage policies you're associated with on the new platform.

2

What's Changing For You Changed

Your agency information has been migrated to the new system. Policies where you're the producing agency will show your agency name and details. Your carriers can now manage the full policy lifecycle digitally.

3

What's Coming Planned

A dedicated Agency Portal is on the roadmap. It will give you direct visibility into your book of business, commission tracking, and policy oversight across all your carrier partners.

In the meantime, work with your carriers through their portal — they can add you as an aggregator on any policy.

4

Classic Portal Shutdown April 30

The old portal at portal.audit1.com will be retired on April 30, 2026. Coordinate with your carrier partners before then.

Questions about the transition?

We'll help you understand what's changing and connect you with your carrier partners.