BetaWorking prototype — features and outputs may change
R&D Discovery

Three steps from “is this R&D?” to a brief your adviser can use.

Learn the rules. Estimate what you could claim. Then walk through your specific work to produce a brief your adviser can act on.

Start with step 1 Jump to the calculator
  • Free, no sign-up
  • Discovery brief in ~10 minutes
  • Sources cited
Illustration: an R&D Discovery brief drafted for adviser review, listing candidate core activities, the technical uncertainty and the evidence to gather.
How it works

Start anywhere. Most people start with the rules.

Each step stands on its own — and each one hands off to the next.

  1. Illustration: a short conversation with Dee, the R&D chatbot, answering whether failed trials count, with a cited source.
    STEP 1START HERE

    What qualifies?

    Meet Dee — Australia's first free R&D tax chatbot, grounded in published ATO and AusIndustry guidance, with sources cited. Plus the plain-English rules.

    Start here if you’re not sure
  2. Illustration: the value calculator showing an indicative offset of $108,750 on $250,000 of R&D spend.
    STEP 2

    R&D Value Calculator

    Estimate how much you could claim based on your R&D spend and business size.

    See the numbers
  3. Illustration: the Discovery walkthrough, with sections for your business, the work, experiments, spend and the adviser brief.
    STEP 3~10 minutes

    R&D Discovery

    Walk through your specific work and get a brief your adviser can use immediately. ~10 minutes.

    Start Discovery

Already know what you want? Skip directly to any step above.

Enterprise security

Why you can trust Dossio with your financial and IP data

We know R&D tax discovery requires sharing sensitive intellectual property and financials. That is why security is baked directly into our architecture, not added as an afterthought.

  • Hosted in Sydney
  • TLS 1.3 in transit
  • AES-256 at rest
  • Australian Privacy Principles
  • Adviser sign-off

Strict Data Separation

For registered users, we enforce Row-Level Security (RLS) policies at the database layer. For unregistered visitors, scoping session inputs are de-identified (linked only to anonymous session IDs/IPs) so advisers can verify eligibility without knowing who you are.

Bank-Grade Encryption

Your financial summaries and documentation are protected by industry-standard SSL/TLS 1.3 encryption in transit and AES-256 encryption at rest. Uploaded evidence stays securely partitioned in cloud storage.

Zero AI Training on Your IP

Our AI runs through private enterprise APIs. Your core IP, code mechanics, trade secrets, and operational facts are never used to train public models — our AI providers are contractually prohibited from training on your data.

Immutable Audit Trails

Every critical step in your R&D discovery creates a SHA-256 hashed, append-only audit log. These audit logs are database-locked and cannot be retroactively modified, establishing a robust defensibility trail for any review.

Regulatory Alignment

Built in strict alignment with Australian Privacy Principles (APPs) and the ATO's R&D tax guidelines. Unregistered visitor data is handled under de-identification rules, ensuring lead-scoping activities are standard, transparent, and compliant with privacy laws.

Adviser-Supervised AI

AI discovery is not a black box. All generated briefs and calculations serve as high-fidelity drafts designed for review and sign-off by a registered R&D Tax Agent, ensuring human accountability throughout.

Not sure where to start? Start with the rules.

Ask Dee anything about the R&D Tax Incentive — free, no sign-up, sources cited.

Start with step 1
ATO-aligned methodology. Adviser-supervised AI.Not financial advice · Indicative only