Interactive walkthrough
See the workflow, step by step
Switch between steps to see what each part of the process looks like. All data shown is fictional.
Step 1 of 4
Collect documents in one place
Drag in the federal return, Form 4562, asset register, and last year’s declaration. Each file is classified automatically so the right pages get read.
In detail
Six capabilities, one review-focused workflow
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
Missing information
Federal returns don’t always tell the whole story
Depreciation schedules are built for income tax, not personal property. Declara highlights the items that commonly fall through the cracks, so you know what to ask the client.
Comparison
Traditional manual preparation vs. with Declara
The same professional standards, with less time spent on transcription and lookup.
| Task | Traditional manual preparation | With Declara |
|---|---|---|
| Gathering asset detail | Search through returns, depreciation reports, and spreadsheets by hand | Upload documents once; relevant pages are located and read automatically |
| Data entry | Re-key each asset into the assessor’s form or a working spreadsheet | Assets are extracted into a structured list for review |
| Categorization | Assign each asset to a declaration category from memory or notes | Assets are suggested into Connecticut declaration categories for confirmation |
| Finding gaps | Rely on experience to remember leased equipment and post-year-end additions | Common gaps are flagged consistently on every client |
| Calculations | Spreadsheet formulas that vary by preparer and year | A deterministic rules engine with visible calculation steps |
| Traceability | Tick marks and separate workpapers | Every value links back to its source document |
| Tracking the season | Status tracked in email threads and checklists | One dashboard showing each client’s declaration status |
Gathering asset detail
ManualSearch through returns, depreciation reports, and spreadsheets by hand
With DeclaraUpload documents once; relevant pages are located and read automatically
Data entry
ManualRe-key each asset into the assessor’s form or a working spreadsheet
With DeclaraAssets are extracted into a structured list for review
Categorization
ManualAssign each asset to a declaration category from memory or notes
With DeclaraAssets are suggested into Connecticut declaration categories for confirmation
Finding gaps
ManualRely on experience to remember leased equipment and post-year-end additions
With DeclaraCommon gaps are flagged consistently on every client
Calculations
ManualSpreadsheet formulas that vary by preparer and year
With DeclaraA deterministic rules engine with visible calculation steps
Traceability
ManualTick marks and separate workpapers
With DeclaraEvery value links back to its source document
Tracking the season
ManualStatus tracked in email threads and checklists
With DeclaraOne dashboard showing each client’s declaration status
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.
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.