Why now
The form-filling economics are ending. The judgement economics are just starting.
The Strategic Examination of R&D put the adviser model on notice, and from 2028 the rules reward practices that can prove core activity with contemporaneous evidence. Dossio does the evidence assembly so your fee buys judgement, sign-off, and the client relationship.
of RDTI claimants rely on third-party intermediaries to access the program.
SERD Issues Paper, Sept 2025
the Denholm review found the system is “funding a lot of consultants to do application forms.”
Ambitious Australia: Strategic Examination of R&D
supporting activities lose eligibility — core-activity precision becomes the work.
2026–27 Federal Budget
Your business case
See it in your own numbers.
Set your client count and claim mix. See the revenue, capacity, and admin hours you get back.
Your practice today
Drag to match your numbers. Everything updates live.
New advisory revenue / year
Top-line you add — without the evidence admin that usually comes with it.
Your client funds the evidence capture. You keep the advisory fee and hand ~288 hours of admin off your desk each year.
Illustrative only — based on your inputs and stated assumptions, not a guarantee of revenue. Not financial, tax, or eligibility advice; Dossio does not make R&D eligibility determinations.
The status quo
R&D advisory still runs on spreadsheets and good memory.
Eligibility buried in client emails
Evidence reconstructed at year-end
No single view of your client book
Plans that don't hold up on review
Capacity capped by admin, not demand
Claims you can't sign off with confidence
Advisers don't need more tools. They need an operating system.
How it works
One workflow. Two payers.
You build the claim — discovery, scoping, setup, and submission. Your client funds the evidence capture in the middle.
You — your Dossio subscription (start & finish)
Your client — pays for evidence capture (~1–2% of R&D spend)
Your subscription
Find more claims. Oversee every one.
Discovery
Surface eligible R&D across your existing clients and turn it into onboarded claims. New work, found inside the book you already have.
Scoping
Build a defensible, Division 355–aligned R&D plan fast. The platform handles the structure. You bring the judgement.
Oversight
Every client's status, evidence, and risk in one view — the due-diligence layer that's hard to build by hand.
Why it defends
Compliance is the product, not a checkbox.
What you're really selling your client is a claim that holds up on review. Dossio is built so it does — and so you can show exactly why.
Rules classify the spend. You make the call.
A deterministic rule engine classifies expenditure against Division 355. The AI explains the result — it never decides eligibility. That call stays with you.
An audit trail on every AI interaction.
Every inference logs its prompt, tokens, and guardrail outcome, tied to the claim. Trust you can observe, not just assert.
DRAFT until you approve.
AI-drafted compliance content is flagged DRAFT and held behind your approval before a claim can move. Nothing leaves without your sign-off.
Work with Dossio your way
Three ways to run your practice on Dossio.
Every mode keeps the registered adviser in the loop — AI output stays DRAFT until you approve it.
Full delivery
Run the whole claim on Dossio — discovery, scoping, evidence, claim pack. Your practice, your fee, a fraction of the hours.
Model the hours →Oversight & sign-off
Your client drives the platform day to day. You review what the AI structured, resolve the flags, and approve the claim pack. Nothing is lodged without you.
How approval gates work →Referral partner
Introduce R&D-eligible clients and earn recurring rewards on their licence fees — never a percentage of anyone's refund.
See the partner program →Partner rewards are tied to fixed software licence fees, never to any business's R&D tax offset or refund (Div 290, Sch 1 TAA 1953). Referral arrangements come with a client disclosure template consistent with TPB obligations.
FAQ
Straight answers.
Is AI-generated content safe to put in a tax claim?+
Rules classify the spend; your adviser makes the call. Every AI output is flagged DRAFT until a registered adviser approves it, each AI call is logged with a full audit trail, and the AI can be switched off instantly. Nothing is self-lodging.
How does Dossio charge?+
Fixed SaaS tiers based on capacity — never a percentage of your refund or offset. Contingent pricing is how the old model worked; it is also what ATO promoter rules (Division 290) are designed to police.
What do the Denholm review and the 2028 changes mean for my claim?+
The Strategic Examination of R&D (final report, March 2026) recommended an overhaul of the RDTI, and from 1 July 2028 'supporting activities' expenditure loses eligibility. Claims will increasingly stand on precise core-activity classification backed by contemporaneous evidence — which is exactly what Dossio captures as you work.
Where is my data?+
Sydney, Australia (ap-southeast-2), encrypted in transit and at rest, with tenant isolation enforced at the database layer. Our AI providers are contractually prohibited from training on your data.
How do partner advisers earn?+
Recurring rewards on client software licence fees — never a share of any refund. Referral arrangements include a client disclosure template consistent with TPB obligations, and your referred clients get partner-rate pricing.
See your practice on Dossio.
A 20-minute walkthrough of discovery, scoping, evidence, and oversight across your whole client book.