The objective of this article is to ensure all users—both new and returning—can reliably access and manage their accounts within the organization’s system. It provides clear instructions for logging in, recovering or locating firm accounts, narrowing search results, applying effective search techniques, and troubleshooting common issues. By following this guidance, users can efficiently meet reporting requirements, maintain accurate contact information, and resolve access challenges without unnecessary delays.

• If you have used the system before and know your user name and password, click Log In, enter your Username and Password, and then click Login.
• If you received a system notification to report on an OJT Goal with the organization but have never accessed the system, in the Account Access area, click Account Lookup, and then use the fields and lists to search for the account that was created for your firm.
• If you received a system notification to report on an OJT Goal with the organization but cannot find your firm through Account Lookup, click the Contact Support button for assistance.

Narrowing search results for Account Lookup

When you use the Account Lookup option to search for your firm, you can use the fields and lists to the narrow the search results.

To narrow search results for Account Lookup

1. On the organization’s home page, click Account Lookup.

2. To search by business or tax information, enter the information in the Search by Business Name or DBA and/or the Search by Tax Identification Number fields.

3. To search using the contact’s name, enter the contact’s First Name and/or Last Name.

4. To search using the contact’s information, enter the contact’s Email, Phone Number, and/or Fax information.

5. To search by business address, enter the Address, City, and/or State/Province.

6. Click Search.

7. Using the search results, find the firm and click the user’s name to view options for the user’s account.

8. If the user doesn’t display, you can send a request to add a user by clicking Request New User For This Identity and completing the fields.

Using search tips to narrow search results

You can further narrow your search results list by using the following search tips on the Account Lookup page.

Use a single parameter. You can find most records by using one or two parameters. The more specific your search terms, the less likely you are to find the record because of spelling or other variations.

Use short parameters. Use one word or partial words instead of full combinations, such as “Acme” over “Acme Construction” or “enviro” over “environmental consultant.”

Understand wildcards. All searches are wildcard and return all results with the specified combination. For example, “Acm” and “Cme” both return “Acme Construction.”

Forget punctuation. The system ignores punctuation, so “C.C” returns the same results as “C C”. Using an ampersand, such as “C & C”, returns the same results as “C and C.”

Forget case sensitivity. Searches are not case sensitive, so “ACME” returns the same results as “acme.”

Understand naming conventions. When searching by first name, consider some users may be listed by alternate names. For example, Jim could be in the system as James, Jim, Jimmy, or J.

Troubleshooting commonly encountered issues

Before reaching out to customer support, use the following list to troubleshoot some of the most commonly encountered issues.

• I can’t find my company.  If you received a notification to submit an OJT report, your company is already in the system. Try different search criteria.

• I didn’t receive the password reminder email. Please ensure the support email address is in your safe senders list. Additionally, check your spam folder for email from the organization.

• My contact information is incorrect. Using the search results from your account lookup, you can click your name to display additional options, and then you can click to Request Contact Information Change and submit a form with the correct contact information. Customer Support receives the form and assists you in updating your account so you can access the system.

• My company is listed, but I am not personally listed. Only the listed representative is authorized to access the system. Account sharing is not permitted under any circumstances. You can ask an authorized user to add an account for you. You can also request your own account by clicking to Request New User For This Entity and submitting the form.

• The person listed for my company is no longer with the business. You can request a new account by clicking to Request New User For This Entity and submitting the form. After logging in, you can request to deactivate user accounts that are no longer in use. 

Users can access the system by logging in directly or using Account Lookup to find their firm. Searches can be refined with business, contact, or address details, using partial terms and ignoring punctuation or case. Common issues—like missing password reminders, outdated contact info, or needing a new user account—can be resolved through built-in options before contacting support.

If you still require additional assistance, close this tab and return back to the system and submit a support ticket.