Terms of Service

Dossio Pty Ltd (“Dossio”, “we”, “us”) provides a compliance evidence capture and documentation platform for Research & Development Tax Incentive (RDTI) claims (“the Platform”). The Platform enables advisors and their clients to capture, structure, and manage R&D evidence against legislative requirements.

Dossio operates on a Volume-Based Capacity Tier licensing model. All fees are fixed annual amounts determined by the volume of documented R&D expenditure processed through the Platform.

2.1 Fee Independence Declaration

Dossio fees are software infrastructure licensing costs and are explicitly not contingent upon the success, lodgement, or approval of any tax return or offset. The fee structure is independent of any tax outcome and is determined solely by the volume of R&D documentation processed.

Unlike traditional R&D software that charges contingent fees, Dossio sells compliance data processing capacity, neutralising regulatory tail-risk for partner firms.

2.2 Tier Details

Advisor, Business, and Self-Serve tier pricing is published at dossio.io/pricing and may be updated from time to time. All tiers are billed annually based on capacity (client workspaces for advisors, documented R&D expenditure for businesses).

2.4 Self-Serve Access

Businesses accessing the Platform without a Dossio Partner Advisor are subject to Self-Serve pricing, which is fixed at 2.0x the Partner Wholesale Rate for the corresponding tier.

2.5 Claimability Under Division 355

Dossio software licence fees and Evidence Onboarding fees are claimable as eligible R&D expenditure under Division 355 of the Income Tax Assessment Act 1997, subject to the company meeting the eligibility requirements of the R&D Tax Incentive. Confirm eligibility with your registered tax agent before lodgement. Dossio does not determine eligibility.

All evidence and audit trail entries within the Platform are protected by industry-standard cryptographic hashing. Once recorded, data entries cannot be modified or deleted. Supersession chains maintain a complete history of all changes.

Dossio is an advisor-first platform. The advisor defines the R&D Plan and maintains professional responsibility for the R&D claim. Dossio provides the infrastructure and does not provide tax advice, legal advice, or professional opinions on R&D eligibility.

All client data uploaded to the Platform remains the property of the respective client or advisor. Dossio retains no ownership rights over client evidence, documentation, or R&D claim content. The Platform software, design, and proprietary algorithms are the exclusive property of Dossio Pty Ltd.

Dossio targets 99.9% uptime for enterprise-tier subscribers. Standard and professional tiers receive best-effort availability. Scheduled maintenance windows will be communicated with a minimum of 48 hours notice.

Dossio is a compliance documentation tool and does not guarantee any particular tax outcome. To the maximum extent permitted by law, Dossio’s total liability is limited to the fees paid by the subscriber in the 12 months preceding any claim.

Either party may terminate the agreement with 30 days written notice. Upon termination, the subscriber will have 90 days to export all data. After the export period, data will be securely deleted in accordance with our Privacy Policy.

These Terms are governed by the laws of the Commonwealth of Australia. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts of New South Wales, Australia.

For questions regarding these Terms, contact us at: support@dossio.io