Karbon vs MTD Chase

Karbon is a full practice-management suite: jobs, workflows, a client portal, billing. It is priced per user and aimed at practices with five or more staff. If you already run Karbon, use its own client request templates; you don't need us.

When MTD Chase fits instead

• You're a sole practitioner or a 1–5 person practice without a practice-management suite, and the job you need done is getting quarterly MTD records in.
• You want it run from the AI assistant you already use (Claude, ChatGPT, others): "chase everyone for Q3", "who's still outstanding?".
• Your clients shouldn't need a login or an app: each gets one personal link that works on a phone.
• One price per practice, not per seat: free for up to 5 clients for good, then £19 a month for up to 75 (as of 2026-11).

What MTD Chase doesn't do

No jobs, time, billing or engagement letters. MTD Chase does not file anything with HMRC and is not HMRC-recognised software. It gets the records to you; you file from your own MTD software.

Karbon: from $59 per user a month (Team) or $89 (Business); automatic client reminders are on Business only (as of 2026-11).

Connect MTD Chase to your assistant · How to chase MTD records