Is it safe to rename some of the 'override' column headers in the Accounts tab?

Super cool, @1Email2RuleThemAll. It sounds like Tiller is a great fit for your workflow. So happy to hear that.

Your workflow is pretty personalized and nothing in the community will match all of your feature needs precisely… plus, if it ain’t broke… but here are a few things kicking around that may inspire improvements to what you have working: