Agree the information that matters.
Define the customer details, invoice fields and business records each team actually needs.
Keep responsibility visible.
Know who enters, checks and uses information. A system should make those responsibilities clearer.
Design the handover.
Think about how a document moves from preparation to review and delivery. Build retrieval and explanation into the workflow.
This is a general business perspective, not advice for a particular tax, legal or lending decision. Discuss your circumstances with the appropriate professional.