R&D Discovery

Three steps to know whether your work could claim R&D tax offsets.

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

Working prototype — features and outputs may change

STEP 1

What Qualifies?

Plain English guide to eligible vs excluded activities. Chat with our AI to check your work type.

Start here if you’re not sure

STEP 2

R&D Value Calculator

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

See the numbers

STEP 3

R&D Discovery

Walk through your specific work and get a brief your advisor 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.

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 advisors 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 operates via private, secure enterprise APIs with strict zero-data-retention policies. Your core IP, code mechanics, trade secrets, and operational facts are never used to train public LLM models.

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.

Advisor-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.