Why firms use it
Less transcription. More professional judgment.
Personal property declarations are repetitive, detail-heavy, and due on a tight deadline. Declara handles the busywork so your team can apply expertise where it matters.
Reduce manual data entry
Stop re-keying asset lists from depreciation schedules into assessor forms line by line.
Prepare declarations faster
Designed to reduce manual preparation time so your team can focus on review, not transcription.
Extract information from existing documents
Work from the federal returns, Form 4562s, and asset schedules you already have on file.
Automatically organize business assets
Assets are grouped into Connecticut declaration categories, each with a link back to its source.
Identify missing information
Flags items federal returns often omit, like leased equipment or post-year-end acquisitions.
Generate review-ready declarations
Produce a clean, organized draft declaration ready for accountant review and client signature.
Manage multiple clients in one platform
Track every client’s declaration status across the filing season from a single dashboard.
Built around review
Every benefit above ends in the same place: an accountant reviewing, editing, and approving the declaration.
How it works
From source documents to a draft declaration in four steps
A clear, repeatable workflow — with your accountant in the loop at the step that matters most.
- 1
Upload Documents
Add the client’s federal business return, Form 4562, fixed asset schedule, and prior-year declaration as PDF, CSV, or XLSX.
- 2
AI Extracts Information
AI reads each document, identifies business assets, and records where every value came from.
- 3
Review and Verify
Your team reviews each asset, resolves flagged items, and confirms anything the documents don’t show.
Human review required - 4
Generate Declaration
Download a review-ready declaration PDF for final review, signature, and submission to the assessor.
Professional oversight
Your accountant stays in control.
Declara is designed to support professional judgment, not replace it. Automation handles the repetitive work; your team makes the decisions.
AI-assisted, not autonomous
Declara prepares a draft. A qualified accountant reviews and approves every declaration before it leaves your firm.
Rules calculate, AI reads
AI is used to read documents. Values are computed by a deterministic rules engine you can inspect.
Every value is traceable
Each asset links back to the document, page, or row it came from, so verification is quick.
You sign and submit
No e-filing, no e-signature. You download the PDF and handle signature and submission as you do today.
Features
Everything you need to prepare declarations with confidence
Purpose-built for Connecticut personal property, from document intake to a review-ready PDF.
AI Document Processing
Upload the documents your firm already collects. Declara classifies each file and reads the relevant pages, so you don’t have to hunt for depreciation detail.
- Federal business returns, Form 4562, prior-year declarations
- Fixed asset schedules in PDF, CSV, or XLSX
- Automatic document type detection
Automated Asset Extraction
Each asset is pulled into a structured list with description, acquisition year, and original cost — and a reference to the exact page or row it came from.
- Source reference on every extracted value
- Duplicates across documents are reconciled
- Low-confidence values are flagged, not guessed
Connecticut-Specific Calculations
Values are computed by a deterministic, rule-based engine — never by the AI. Verified Connecticut rules are being implemented, and your accountant reviews every figure.
- Same inputs always produce the same result
- Calculation steps are visible and auditable
- Official CAAO % good schedules, updated each year
Professional Review Workflow
Accountants review assets one by one, resolve flags, and approve the declaration. Nothing is finalized without a person signing off.
- Status tracking: needs review, verified, missing info
- Edits recorded with reviewer and timestamp
- Explicit approval before PDF generation
Client Management
See every client’s declaration status in one place, from documents received to approved, across the whole filing season.
- Per-client document and declaration history
- Filter by status, town, or preparer
- Year-over-year carry-forward of asset lists
PDF Declaration Generation
Generate a clean, organized declaration PDF for final review and signature. You stay in control of signing and submitting to the assessor.
- Draft watermark until approved
- Organized by declaration category
- No e-filing or e-signature — you submit
Get ready for next filing season.
We’re working with a small group of Connecticut accounting firms to shape the product. Request early access to try the prototype and share feedback.
Demo workspace uses fictional data only.